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Dimensional Short-Duration Fixed Income ETF

68 hedge funds and large institutions have $283M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+35
Holders Change %
+106.06%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
41
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$61.6M 1,311,246 +1,311,246 New
AF
2
Allworth Financial
California
$35.3M 753,042 +670,128 +808%
TFA
3
Triad Financial Advisors
North Carolina
$26.8M 571,542 +130,322 +30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21M 447,680 +447,680 New
PAS
5
Park Avenue Securities
New York
$16.7M 355,928 +355,928 New
CPIG
6
Chicago Partners Investment Group
Illinois
$15.7M 330,192 -152,036 -32%
CA
7
Cetera Advisors
Colorado
$15.4M 327,816 +8,149 +3%
Jane Street
8
Jane Street
New York
$11.9M 253,745 +85,257 +51%
PFM
9
Phillips Financial Management
Indiana
$11.4M 244,222 +223,843 +1,098%
W
10
Wealthquest
Ohio
$7.24M 154,472 +109,780 +246%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$5.76M 122,851 +122,851 New
TIM
12
Tortoise Investment Management
New York
$5.48M 116,840 +15,155 +15%
AFS
13
Annapolis Financial Services
Maryland
$3.85M 82,162 +82,162 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.53M 75,310 +36,387 +93%
TWM
15
Tanager Wealth Management
United Kingdom
$3.21M 68,412 +68,412 New
GCA
16
Gradient Capital Advisors
California
$2.45M 52,210 +15,480 +42%
AWM
17
AE Wealth Management
Kansas
$2.18M 46,535 +46,535 New
AC
18
Applied Capital
Arkansas
$1.99M 42,490 +42,490 New
SHWM
19
Silicon Hills Wealth Management
Texas
$1.85M 39,436 +25,517 +183%
WWM
20
Wolff Wiese Magana
California
$1.76M 37,496 +37,496 New
OMC
21
Old Mission Capital
Illinois
$1.73M 36,866 +8,199 +29%
FOA
22
Five Oceans Advisors
California
$1.42M 30,254 +30,254 New
AC
23
AWM Capital
Arizona
$1.39M 29,704 +5,363 +22%
SHFA
24
SC&H Financial Advisors
Maryland
$1.34M 28,620 +28,620 New
CIAS
25
CFS Investment Advisory Services
New Jersey
$1.21M 25,761 -287,104 -92%