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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 %
NWM
151
Northwest Wealth Management
Iowa
$505K +$195K +4,144 +63%
PWIA
152
Porter White Investment Advisors
Alabama
$505K +$7.01K +149 +1%
AWM
153
Axxcess Wealth Management
California
$499K +$499K +10,613 New
WP
154
WMS Partners
Maryland
$497K +$497K +10,573 New
EA
155
Eclectic Associates
California
$490K +$490K +10,425 New
AAM
156
Austin Asset Management
Texas
$475K -$306K -6,500 -39%
BAM
157
BOS Asset Management
Illinois
$469K +$27.9K +593 +6%
BCA
158
Bay Colony Advisors
Massachusetts
$457K +$52.1K +1,108 +13%
LG
159
LAM Group
Oregon
$448K -$9.4K -200 -2%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$427K +$94 +2 +0%
SWM
161
Seaside Wealth Management
California
$416K +$6.91K +147 +2%
GWA
162
Geometric Wealth Advisors
District of Columbia
$406K +$406K +8,632 New
SC
163
Shearwater Capital
Colorado
$403K
GVAG
164
Great Valley Advisor Group
Delaware
$396K +$7.05K +150 +2%
CA
165
Claris Advisors
Missouri
$387K +$387K +8,242 New
AHL
166
Abel Hall LLC
Louisiana
$368K +$368K +7,826 New
VFP
167
Verus Financial Partners
Virginia
$358K +$1.5K +32 +0.4%
CAN
168
Cetera Advisor Networks
California
$351K +$351K +7,476 New
SWM
169
Spire Wealth Management
Virginia
$330K +$17.4K +370 +6%
NFP
170
Narus Financial Partners
Utah
$326K +$326K +6,930 New
B
171
BetterWealth
California
$326K +$326K +6,928 New
IFPG
172
Intrepid Financial Planning Group
Indiana
$316K -$940 -20 -0.3%
KSWA
173
Kathleen S. Wright Associates
Pennsylvania
$313K -$7.05K -150 -2%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$311K +$311K +6,623 New
MC
175
Matisse Capital
Oregon
$306K