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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 %
OCM
151
Orion Capital Management
California
$207K -$434K -9,355 -68%
CA
152
Cetera Advisors
Colorado
$204K -$15.9M -344,058 -99%
GTAM
153
Global Trust Asset Management
Florida
$203K
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$203K +$203K +4,369 New
CAS
155
Coppell Advisory Solutions
Texas
$201K +$201K +4,341 New
APC
156
Aspire Private Capital
North Carolina
$142K +$142K +3,072 New
WP
157
WealthShield Partners
North Carolina
$112K
DI
158
Disciplined Investments
Oklahoma
$102K
MFG
159
Mendota Financial Group
Wisconsin
$82.4K -$205K -4,423 -71%
2L
160
25 LLC
Missouri
$80.1K -$5.03K -108 -6%
DF
161
DecisionPoint Financial
Arizona
$74K -$85.5K -1,845 -54%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$73K +$73K +1,565 New
AF
163
Advisornet Financial
Minnesota
$43.1K -$12.8K -276 -23%
Wells Fargo
164
Wells Fargo
California
$36.1K +$36.1K +778 New
BTI
165
Blue Trust Inc
Georgia
$35K +$35K +740 New
CMBA
166
C.M. Bidwell & Associates
Hawaii
$5.79K
GI
167
Gradient Investments
Minnesota
$4.59K
Morgan Stanley
168
Morgan Stanley
New York
$3.71K +$3.71K +80 New
LI
169
LVZ Inc
Michigan
-$1.09M -23,451 Closed
FF
170
Francis Financial
-$1.08M -23,094 Closed
Renaissance Technologies
171
Renaissance Technologies
New York
-$896K -19,200 Closed
GSC
172
Grey Street Capital
Illinois
-$392K -8,400 Closed
KF
173
Krilogy Financial
Missouri
-$345K -7,386 Closed
CPA
174
Cardiff Park Advisors
California
-$160K -3,424 Closed
UBS Group
175
UBS Group
Switzerland
-$31.2K -668 Closed