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Dimensional Short-Duration Fixed Income ETF

137 hedge funds and large institutions have $470M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
137
Holders Change
+51
Holders Change %
+59.3%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.21%
New
59
Increased
46
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$55.8M 1,210,728 -17,107 -1%
CPIG
2
Chicago Partners Investment Group
Illinois
$24.6M 529,570 +26,782 +5%
TFA
3
Triad Financial Advisors
North Carolina
$22.4M 485,052 -89,486 -16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.3M 440,979 +2,681 +0.6%
RA
5
RFG Advisory
Alabama
$16.7M 358,353 +358,353 New
PAS
6
Park Avenue Securities
New York
$16.7M 361,681 +6,614 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.8M 343,398 -29,704 -8%
CA
8
Cetera Advisors
Colorado
$15.5M 336,609 +6,302 +2%
GWWM
9
Great Waters Wealth Management
Minnesota
$15.2M 326,261 +326,261 New
PFM
10
Phillips Financial Management
Indiana
$13.5M 292,984 +28,297 +11%
RFP
11
RCS Financial Planning
Maryland
$13.3M 288,445 +288,445 New
SIC
12
SJS Investment Consulting
Ohio
$13.1M 284,551 -35,078 -11%
AF
13
Allworth Financial
California
$11.5M 249,787 -322,550 -56%
RIP
14
RAM Investment Partners
Washington
$10.1M 219,804 +219,804 New
TWM
15
Tanager Wealth Management
United Kingdom
$9.97M 216,349 +91,345 +73%
RK
16
Rather & Kittrell
Tennessee
$8.82M 191,281 +171,383 +861%
AFS
17
Annapolis Financial Services
Maryland
$8.28M 179,615 +80,652 +81%
RWM
18
Rockwood Wealth Management
Pennsylvania
$8.06M 174,895 +34,002 +24%
OFA
19
Onyx Financial Advisors
Idaho
$7.01M 152,107 +152,107 New
CIAS
20
CFS Investment Advisory Services
New Jersey
$6.77M 146,955 -2,279,796 -94%
GLLW
21
Graves Light Lenhart Wealth
Virginia
$6.51M 141,140 +141,140 New
KA
22
Kooman & Associates
Pennsylvania
$6.42M 139,393 +139,393 New
LFGO
23
Legacy Financial Group (Oklahoma)
Oklahoma
$6.27M 135,992 +135,992 New
THL
24
Tillman Hartley LLC
Colorado
$5.78M 125,370 +125,370 New
SC
25
Savant Capital
Illinois
$5.05M 143,813 +143,813 New