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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

86 hedge funds and large institutions have $319M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
37
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
1
SJS Investment Consulting
Ohio
$14.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.2M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$22.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.62M
5
RWM
5
Rockwood Wealth Management
Pennsylvania
$6.48M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.14M
2
AF
2
Allworth Financial
California
$26.3M
3
W
3
Wealthquest
Ohio
$1.95M
4
AssetMark Inc
4
AssetMark Inc
California
$56.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$56.5M 1,227,835 -83,411 -6%
TFA
2
Triad Financial Advisors
North Carolina
$26.4M 574,538 +2,996 +0.5%
AF
3
Allworth Financial
California
$26.3M 572,337 -180,705 -24%
CPIG
4
Chicago Partners Investment Group
Illinois
$22.9M 502,788 +172,596 +52%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.2M 438,298 -9,382 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17.2M 373,102 +297,792 +395%
PAS
7
Park Avenue Securities
New York
$16.3M 355,067 -861 -0.2%
CA
8
Cetera Advisors
Colorado
$15.2M 330,307 +2,491 +0.8%
SIC
9
SJS Investment Consulting
Ohio
$14.7M 319,629 +319,629 New
PFM
10
Phillips Financial Management
Indiana
$12.2M 264,687 +20,465 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.62M 143,999 +143,999 New
RWM
12
Rockwood Wealth Management
Pennsylvania
$6.48M 140,893 +125,855 +837%
TWM
13
Tanager Wealth Management
United Kingdom
$5.75M 125,004 +56,592 +83%
TIM
14
Tortoise Investment Management
New York
$4.65M 101,077 -15,763 -13%
AFS
15
Annapolis Financial Services
Maryland
$4.55M 98,963 +16,801 +20%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$3.92M 85,215 -37,636 -31%
AC
17
AWM Capital
Arizona
$3.15M 68,291 +38,587 +130%
Jane Street
18
Jane Street
New York
$3.14M 68,314 -185,431 -73%
CIAS
19
CFS Investment Advisory Services
New Jersey
$2.43M 2,426,751 +2,400,990 +9,320%
BA
20
Bridge Advisory
California
$2.31M 50,313 +25,754 +105%
GCA
21
Gradient Capital Advisors
California
$2.28M 49,633 -2,577 -5%
AWM
22
AE Wealth Management
Kansas
$2.12M 45,994 -541 -1%
AWA
23
Acorn Wealth Advisors
Michigan
$1.98M 43,085 +43,085 New
AWS
24
Atria Wealth Solutions
New York
$1.97M 42,814 +34,552 +418%
W
25
Wealthquest
Ohio
$1.95M 42,475 -111,997 -73%
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