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Dimensional Short-Duration Fixed Income ETF

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$55.3M 1,184,676 -26,052 -2%
BC
2
Burney Company
Virginia
$25.6M 549,451 +549,451 New
TFA
3
Triad Financial Advisors
North Carolina
$23.4M 502,318 +17,266 +4%
SHWM
4
Silicon Hills Wealth Management
Texas
$22.8M 487,977 +444,284 +1,017%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.5M 481,150 +40,171 +9%
GWWM
6
Great Waters Wealth Management
Minnesota
$20.4M 437,498 +111,237 +34%
RA
7
RFG Advisory
Alabama
$18.1M 388,451 +30,098 +8%
PAS
8
Park Avenue Securities
New York
$16.7M 358,056 -3,625 -1%
CA
9
Cetera Advisors
Colorado
$16.3M 348,452 +11,843 +4%
CPIG
10
Chicago Partners Investment Group
Illinois
$15.9M 340,553 -189,017 -36%
MWM
11
Mattern Wealth Management
Kansas
$15.7M 336,221 +318,068 +1,752%
SIC
12
SJS Investment Consulting
Ohio
$15M 320,481 +35,930 +13%
RFP
13
RCS Financial Planning
Maryland
$14.3M 306,870 +18,425 +6%
PFM
14
Phillips Financial Management
Indiana
$14.1M 301,311 +8,327 +3%
RIP
15
RAM Investment Partners
Washington
$12.4M 266,359 +46,555 +21%
RK
16
Rather & Kittrell
Tennessee
$12.3M 262,905 +71,624 +37%
SC
17
Savant Capital
Illinois
$11.7M 251,401 +107,588 +75%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$11.4M 243,702 +243,702 New
LFGO
19
Legacy Financial Group (Oklahoma)
Oklahoma
$10.7M 228,792 +92,800 +68%
RWM
20
Rockwood Wealth Management
Pennsylvania
$10.1M 215,479 +40,584 +23%
AF
21
Allworth Financial
California
$8.54M 183,024 -66,763 -27%
AFS
22
Annapolis Financial Services
Maryland
$8.48M 181,653 +2,038 +1%
OFA
23
Onyx Financial Advisors
Idaho
$8.14M 174,539 +22,432 +15%
TWM
24
Tanager Wealth Management
United Kingdom
$7.92M 169,825 -46,524 -22%
Jane Street
25
Jane Street
New York
$7.12M 152,597 +113,957 +295%