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Dimensional Short-Duration Fixed Income ETF

33 hedge funds and large institutions have $533M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 10 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
11
Increased
13
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
1
Pure Financial Advisors
California
$387M 8,075,201 -961,561 -11%
ACWM
2
Adams Chetwood Wealth Management
North Carolina
$32.6M 680,711 +668,060 +5,281%
CPIG
3
Chicago Partners Investment Group
Illinois
$22.8M 482,228 +23,319 +5%
TFA
4
Triad Financial Advisors
North Carolina
$21.1M 441,220 +299,567 +211%
CA
5
Cetera Advisors
Colorado
$15.3M 319,667 +319,667 New
AF
6
Advisornet Financial
Minnesota
$12.4M 259,090 +170,645 +193%
Jane Street
7
Jane Street
New York
$8.07M 168,488 +67,832 +67%
MRWM
8
ML&R Wealth Management
Texas
$6.11M 127,553 +84,903 +199%
TIM
9
Tortoise Investment Management
New York
$4.87M 101,685 +101,685 New
AF
10
Allworth Financial
California
$3.97M 82,914 -6,599 -7%
SPI
11
Sutton Place Investors
New York
$2.8M 59,320 -1,815 -3%
W
12
Wealthquest
Ohio
$2.23M 44,692
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.86M 38,923 +25,952 +200%
GCA
14
Gradient Capital Advisors
California
$1.76M 36,730 +18,375 +100%
OMC
15
Old Mission Capital
Illinois
$1.37M 28,667 -53,852 -65%
BWG
16
Beta Wealth Group
California
$1.19M 24,861 +24,861 New
AC
17
AWM Capital
Arizona
$1.17M 24,341 +11,504 +90%
DWM
18
Drive Wealth Management
Utah
$1.14M 23,709 +23,709 New
PFM
19
Phillips Financial Management
Indiana
$976K 20,379 +20,379 New
MG
20
MilWealth Group
Wisconsin
$812K 16,956 +2,181 +15%
SHWM
21
Silicon Hills Wealth Management
Texas
$667K 13,919 +9,333 +204%
SIG
22
Spinnaker Investment Group
California
$597K 12,487 -1,268 -9%
OPS
23
Orion Portfolio Solutions
Nebraska
$592K 12,368 +2,798 +29%
SC
24
Shearwater Capital
Colorado
$562K 11,727 -833 -7%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$441K 9,220 +9,220 New