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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.

New
Increased
Maintained
Reduced
Closed
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 %
IFA
126
Index Fund Advisors
California
$1.04M +$11K +233 +1%
EWA
127
Elevate Wealth Advisory
Georgia
$982K +$982K +20,885 New
PWM
128
PBMares Wealth Management
Virginia
$971K +$415K +8,833 +75%
KAS
129
Kestra Advisory Services
Texas
$867K +$400K +8,502 +85%
AIS
130
American Investment Services
Massachusetts
$847K +$417K +8,874 +97%
TC
131
TownSquare Capital
Utah
$826K +$124K +2,635 +18%
PCM
132
Passive Capital Management
Maryland
$759K +$222K +4,715 +41%
FWP
133
Firethorn Wealth Partners
Georgia
$754K -$72.3K -1,537 -9%
CC
134
Copperleaf Capital
North Carolina
$754K -$120K -2,549 -14%
FFWA
135
Forthright Family Wealth Advisory
Texas
$694K +$694K +14,771 New
AWS
136
Atria Wealth Solutions
New York
$680K -$2.68K -57 -0.4%
SIMC
137
Squire Investment Management Company
Utah
$670K +$670K +14,259 New
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$655K +$34.4K +731 +6%
CFO
139
Collective Family Office
Pennsylvania
$651K +$113K +2,401 +21%
NL
140
NWAM LLC
Washington
$639K +$114K +2,421 +22%
SIG
141
Spinnaker Investment Group
California
$579K +$73.6K +1,566 +15%
KSWWM
142
Keyes Stange & Wooten Wealth Management
Florida
$579K +$579K +12,308 New
UWM
143
USAdvisors Wealth Management
Minnesota
$568K -$13.2K -281 -2%
DWA
144
Delap Wealth Advisory
Oregon
$558K +$558K +11,861 New
BWM
145
Blossom Wealth Management
California
$557K +$28.6K +608 +5%
MML Investors Services
146
MML Investors Services
Massachusetts
$541K +$541K +11,516 New
DWM
147
Drive Wealth Management
Utah
$532K
MWM
148
Modera Wealth Management
New Jersey
$532K
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$518K +$238K +5,069 +85%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$516K +$516K +10,978 New