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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.

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 %
DF
201
DecisionPoint Financial
Arizona
$75.1K
CAS
202
Coppell Advisory Solutions
Texas
$66K +$23.1K +491 +54%
UBS Group
203
UBS Group
Switzerland
$50.3K +$50.3K +1,071 New
BTI
204
Blue Trust Inc
Georgia
$34K
OCM
205
Orion Capital Management
California
$28.2K
MG
206
MilWealth Group
Wisconsin
$26.8K -$10.1K -216 -27%
MFT
207
Moisand Fitzgerald Tamayo
Florida
$25.9K
HI
208
Harbour Investments
Wisconsin
$17.5K -$3.24K -69 -16%
PCM
209
Penserra Capital Management
California
$7K +$7K +158 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$6.16K +$6.16K +131 New
CMBA
211
C.M. Bidwell & Associates
Hawaii
$5.31K
GI
212
Gradient Investments
Minnesota
$4.65K
BWM
213
Baystate Wealth Management
Massachusetts
$226 +$226 +4 New
Morgan Stanley
214
Morgan Stanley
New York
$128 -$4.99K -78 -98%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$47 -$47 -1 -50%
TWM
216
Tanager Wealth Management
United Kingdom
-$1.89M -40,717 Closed
WWM
217
Wolff Wiese Magana
California
-$1.16M -25,093 Closed
Citadel Advisors
218
Citadel Advisors
Florida
-$603K -13,006 Closed
FTUS
219
Flow Traders U.S.
New York
-$256K -5,511 Closed
IAG
220
Investment Advisory Group
Massachusetts
-$240K -5,183 Closed
MA
221
Mutual Advisors
Nebraska
-$238K -5,134 Closed
CA
222
Cetera Advisors
Colorado
-$204K -4,394 Closed
US Bancorp
223
US Bancorp
Minnesota
-$132K -2,856 Closed
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
-$62.6K -1,350 Closed
MFG
225
Mendota Financial Group
Wisconsin
-$42.1K -908 Closed