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Dimensional Short-Duration Fixed Income ETF

168 hedge funds and large institutions have $738M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
2.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
24
Increased
94
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BDWCC
126
B&D White Capital Company
Texas
$340K +$110K +2,381 +48%
PFA
127
Pure Financial Advisors
California
$330K
KAS
128
Kestra Advisory Services
Texas
$314K +$41.9K +903 +15%
IFPG
129
Intrepid Financial Planning Group
Indiana
$312K -$927 -20 -0.3%
SB
130
Strategic Blueprint
Georgia
$310K +$310K +6,681 New
MC
131
Matisse Capital
Oregon
$301K
AIS
132
American Investment Services
Massachusetts
$296K +$296K +6,395 New
AAS
133
Avantax Advisory Services
Texas
$289K -$101K -2,185 -26%
IAG
134
Investment Advisory Group
Massachusetts
$282K
LWM
135
LJI Wealth Management
Indiana
$281K +$252K +59,885 +850%
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$280K +$280K +6,031 New
LG
137
LAM Group
Oregon
$269K +$35K +755 +15%
GVAG
138
Great Valley Advisor Group
Delaware
$254K +$22.2K +480 +10%
SWM
139
Selective Wealth Management
Virginia
$252K +$252K +5,435 New
W
140
WorthPointe
California
$248K -$294K -6,337 -54%
SWM
141
Spire Wealth Management
Virginia
$245K -$2.69K -58 -1%
IA
142
IFP Advisors
Florida
$244K +$2.27K +49 +0.9%
MWA
143
Mills Wealth Advisors
Texas
$243K +$243K +5,247 New
BCA
144
Bay Colony Advisors
Massachusetts
$238K -$116K -2,494 -33%
HSG
145
Helen Stephens Group
Texas
$238K +$5.52K +119 +2%
MA
146
Mutual Advisors
Nebraska
$238K -$47.9K -1,034 -17%
GWA
147
Geometric Wealth Advisors
District of Columbia
$228K +$1.86K +40 +0.8%
KSWA
148
Kathleen S. Wright Associates
Pennsylvania
$222K +$222K +4,798 New
ACA
149
Affinity Capital Advisors
California
$221K -$121K -2,610 -35%
RRC
150
Relaxing Retirement Coach
Massachusetts
$211K +$211K +4,545 New