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Dimensional Short-Duration Fixed Income ETF

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.14%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$1.88M +$189K +4,010 +11%
AWMNH
102
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.84M +$431K +9,176 +31%
EWA
103
EverSource Wealth Advisors
Alabama
$1.81M +$123K +2,609 +7%
SIC
104
Samalin Investment Counsel
New York
$1.78M -$74.9K -1,594 -4%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.77M -$666K -14,168 -27%
AC
106
Applied Capital
Arkansas
$1.67M -$110K -2,349 -6%
SPIA
107
Steward Partners Investment Advisory
New York
$1.66M +$203K +4,315 +14%
MWP
108
Meredith Wealth Planning
Illinois
$1.56M +$456K +9,701 +41%
FG
109
Foster Group
Iowa
$1.52M
HWM
110
HFG Wealth Management
Texas
$1.38M +$1.38M +29,456 New
PHWM
111
Pine Harbor Wealth Management
Maryland
$1.38M +$1.38M +29,266 New
DI
112
Disciplined Investments
Oklahoma
$1.37M +$1.01M +21,513 +281%
FOA
113
Five Oceans Advisors
California
$1.35M -$21.5K -457 -2%
SPI
114
Sutton Place Investors
New York
$1.32M +$125K +2,662 +10%
VFIC
115
Valley Forge Investment Consultants
Pennsylvania
$1.32M
FFA
116
Farther Finance Advisors
California
$1.31M +$24.8K +527 +2%
SIS
117
Strategic Investment Solutions
Illinois
$1.3M -$79.8M -1,697,888 -98%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$1.29M +$1.29M +27,403 New
SIAG
119
Safeguard Investment Advisory Group
California
$1.28M -$3.81K -81 -0.3%
SPA
120
Shore Point Advisors
New Jersey
$1.24M +$88.9K +1,892 +8%
TAM
121
TCP Asset Management
Ohio
$1.22M +$20.2K +429 +2%
PF
122
Parker Financial
Washington
$1.17M +$416K +8,854 +55%
MFC
123
Morris Financial Concepts
South Carolina
$1.13M +$26.6K +565 +2%
FWM
124
FMB Wealth Management
California
$1.08M +$123K +2,625 +13%
QHA
125
Quarry Hill Advisors
Minnesota
$1.08M +$76.8K +1,633 +8%