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Dimensional Short-Duration Fixed Income ETF

168 hedge funds and large institutions have $738M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
2.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
24
Increased
94
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$72.7M 1,568,764 +1,566,729 +76,989%
AssetMark Inc
2
AssetMark Inc
California
$39.8M 857,817 -326,859 -28%
BC
3
Burney Company
Virginia
$26.9M 580,553 +31,102 +6%
GWWM
4
Great Waters Wealth Management
Minnesota
$24.4M 526,324 +88,826 +20%
SHWM
5
Silicon Hills Wealth Management
Texas
$24.1M 519,477 +31,500 +6%
WA
6
Waverly Advisors
Alabama
$23.9M 515,149 +515,149 New
MWM
7
Mattern Wealth Management
Kansas
$23.6M 508,680 +172,459 +51%
TFA
8
Triad Financial Advisors
North Carolina
$22.8M 491,554 -10,764 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.9M 472,115 -59,062 -11%
RA
10
RFG Advisory
Alabama
$20.6M 443,905 +55,454 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.4M 417,529 -63,621 -13%
PFM
12
Phillips Financial Management
Indiana
$17.2M 370,813 +69,502 +23%
Jane Street
13
Jane Street
New York
$16.6M 357,431 +204,834 +134%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$15.9M 342,532 +98,830 +41%
RIP
15
RAM Investment Partners
Washington
$15.7M 338,591 +72,232 +27%
SIC
16
SJS Investment Consulting
Ohio
$15.4M 332,305 +11,824 +4%
RFP
17
RCS Financial Planning
Maryland
$15.3M 330,779 +23,909 +8%
SC
18
Savant Capital
Illinois
$14.5M 313,426 +62,025 +25%
RK
19
Rather & Kittrell
Tennessee
$14M 301,360 +38,455 +15%
PAS
20
Park Avenue Securities
New York
$12.4M 267,109 -90,947 -25%
RWM
21
Rockwood Wealth Management
Pennsylvania
$11.7M 251,589 +36,110 +17%
LFGO
22
Legacy Financial Group (Oklahoma)
Oklahoma
$11.1M 239,047 +10,255 +4%
CPIG
23
Chicago Partners Investment Group
Illinois
$9.28M 199,534 -141,019 -41%
AFS
24
Annapolis Financial Services
Maryland
$9.13M 196,937 +15,284 +8%
OFA
25
Onyx Financial Advisors
Idaho
$8.93M 192,599 +18,060 +10%