DFSD icon

Dimensional Short-Duration Fixed Income ETF

137 hedge funds and large institutions have $470M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
137
Holders Change
+51
Holders Change %
+59.3%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.21%
New
59
Increased
46
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DF
126
DecisionPoint Financial
Arizona
$167K +$167K +3,625 New
CPA
127
Cardiff Park Advisors
California
$158K +$158K +3,424 New
AF
128
Advisornet Financial
Minnesota
$113K -$12.2K -265 -10%
BHWM
129
Bay Harbor Wealth Management
Maryland
$93K +$83.2K +1,801 +850%
SWM
130
Spire Wealth Management
Virginia
$82K +$23.2K +507 +40%
DI
131
Disciplined Investments
Oklahoma
$81.4K +$81.4K +1,767 New
CAS
132
Coppell Advisory Solutions
Texas
$42.1K +$42.1K +913 New
CASC
133
Coppell Advisory Solutions Corp
Texas
$42.1K +$42.1K +913 New
FFA
134
Farther Finance Advisors
California
$27.7K +$27.7K +600 New
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$27K +$27K +586 New
Bank of America
136
Bank of America
North Carolina
$15.3K +$15.3K +332 New
CMBA
137
C.M. Bidwell & Associates
Hawaii
$5.76K
RJFSA
138
Raymond James Financial Services Advisors
Florida
-$6.62M -143,999 Closed
W
139
Wealthquest
Ohio
-$1.95M -42,475 Closed
SPI
140
Sutton Place Investors
New York
-$968K -21,035 Closed
KF
141
Krilogy Financial
Missouri
-$518K -11,257 Closed
DFC
142
DBK Financial Counsel
Ohio
-$456K -9,915 Closed
PAG
143
Private Advisor Group
New Jersey
-$306K -6,656 Closed
UBS Group
144
UBS Group
Switzerland
-$173K -3,763 Closed