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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 %
W
176
WorthPointe
California
$299K +$22K +467 +8%
MWA
177
Mills Wealth Advisors
Texas
$284K -$2.26K -48 -0.8%
AAS
178
Avantax Advisory Services
Texas
$284K -$4.61K -98 -2%
SFS
179
Security Financial Services
Indiana
$276K +$56.6K +1,203 +26%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$271K +$271K +5,771 New
SS
181
Simplicity Solutions
Minnesota
$268K +$268K +5,701 New
HSG
182
Helen Stephens Group
Texas
$259K +$22.8K +485 +10%
SWM
183
Selective Wealth Management
Virginia
$255K
CFGS
184
Concourse Financial Group Securities
Alabama
$251K
PFA
185
Pinnacle Family Advisors
Missouri
$250K -$423 -9 -0.2%
JTWM
186
Jackson Thornton Wealth Management
Alabama
$233K +$233K +4,950 New
BDWCC
187
B&D White Capital Company
Texas
$230K +$2.59K +55 +1%
DFS
188
Dixon Fnancial Services
California
$225K +$225K +4,791 New
BOSSRA
189
B.O.S.S. Retirement Advisors
Utah
$223K +$223K +4,739 New
GTAM
190
Global Trust Asset Management
Florida
$204K
EGWAG
191
Elwood & Goetz Wealth Advisory Group
Georgia
$203K -$10.2K -216 -5%
EAM
192
Evanson Asset Management
California
$202K +$202K +4,304 New
ODA
193
One Degree Advisors
California
$202K +$202K +4,293 New
EWA
194
EP Wealth Advisors
California
$193K +$193K +4,107 New
Comerica Bank
195
Comerica Bank
Texas
$143K +$4.94K +105 +4%
WP
196
WealthShield Partners
North Carolina
$114K
AF
197
Advisornet Financial
Minnesota
$104K +$43.9K +933 +73%
APC
198
Aspire Private Capital
North Carolina
$104K -$85.7K -1,822 -45%
PS
199
Principal Securities
Iowa
$102K +$102K +2,175 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$85K +$61.4K +1,299 +260%