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Dimensional Short-Duration Fixed Income ETF

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
126
LJI Wealth Management
Indiana
$329K -$5.09K -109 -2%
IFPG
127
Intrepid Financial Planning Group
Indiana
$315K
MC
128
Matisse Capital
Oregon
$303K +$303K +6,500 New
OMC
129
Old Mission Capital
Illinois
$300K -$3.38M -72,381 -92%
MFG
130
Mendota Financial Group
Wisconsin
$297K +$111K +2,313 +60%
MA
131
Mutual Advisors
Nebraska
$288K +$35K +750 +14%
BPA
132
Beacon Pointe Advisors
California
$287K +$287K +6,159 New
IAG
133
Investment Advisory Group
Massachusetts
$283K
KAS
134
Kestra Advisory Services
Texas
$274K +$2.05K +44 +0.8%
IA
135
IFP Advisors
Florida
$261K -$79.3K -1,584 -23%
SWM
136
Spire Wealth Management
Virginia
$250K +$166K +3,559 +199%
LG
137
LAM Group
Oregon
$235K +$32.7K +700 +16%
HSG
138
Helen Stephens Group
Texas
$234K +$6.3K +135 +3%
GVAG
139
Great Valley Advisor Group
Delaware
$233K
BDWCC
140
B&D White Capital Company
Texas
$231K -$4.29K -92 -2%
GWA
141
Geometric Wealth Advisors
District of Columbia
$227K -$85.7K -1,837 -27%
GTAM
142
Global Trust Asset Management
Florida
$205K
DF
143
DecisionPoint Financial
Arizona
$161K -$8.54K -183 -5%
CPA
144
Cardiff Park Advisors
California
$160K
WP
145
WealthShield Partners
North Carolina
$113K +$113K +2,423 New
DI
146
Disciplined Investments
Oklahoma
$103K +$20.2K +433 +25%
BHWM
147
Beaird Harris Wealth Management
Texas
$95K +$95K +2,035 New
2L
148
25 LLC
Missouri
$85.4K +$85.4K +1,828 New
AF
149
Advisornet Financial
Minnesota
$56.3K -$57.9K -1,242 -51%
UBS Group
150
UBS Group
Switzerland
$31.2K +$31.2K +668 New