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Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.89%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
151
Flow Traders U.S.
New York
$256K +$256K +5,511 New
SWM
152
Selective Wealth Management
Virginia
$252K
CFGS
153
Concourse Financial Group Securities
Alabama
$248K +$248K +5,342 New
PFA
154
Pinnacle Family Advisors
Missouri
$247K -$134K -2,900 -35%
IAG
155
Investment Advisory Group
Massachusetts
$240K -$41.4K -892 -15%
MA
156
Mutual Advisors
Nebraska
$238K
HSG
157
Helen Stephens Group
Texas
$233K -$5.43K -117 -2%
BDWCC
158
B&D White Capital Company
Texas
$224K -$117K -2,515 -34%
SFS
159
Security Financial Services
Indiana
$217K +$217K +4,670 New
EGWAG
160
Elwood & Goetz Wealth Advisory Group
Georgia
$210K +$210K +4,533 New
CA
161
Cetera Advisors
Colorado
$204K
GTAM
162
Global Trust Asset Management
Florida
$202K -$1.86K -40 -0.9%
APC
163
Aspire Private Capital
North Carolina
$187K +$44.2K +953 +31%
Comerica Bank
164
Comerica Bank
Texas
$136K +$136K +2,943 New
US Bancorp
165
US Bancorp
Minnesota
$132K +$132K +2,856 New
WP
166
WealthShield Partners
North Carolina
$112K
DF
167
DecisionPoint Financial
Arizona
$74.1K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$62.6K +$62.6K +1,350 New
AF
169
Advisornet Financial
Minnesota
$59.5K +$16.4K +353 +38%
MFG
170
Mendota Financial Group
Wisconsin
$42.1K -$40.3K -869 -49%
CAS
171
Coppell Advisory Solutions
Texas
$42.1K -$158K -3,428 -79%
MG
172
MilWealth Group
Wisconsin
$36.5K +$36.5K +787 New
BTI
173
Blue Trust Inc
Georgia
$34K
OCM
174
Orion Capital Management
California
$27.8K -$180K -3,872 -87%
MFT
175
Moisand Fitzgerald Tamayo
Florida
$25.5K +$25.5K +550 New