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Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.89%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$80.8M 1,743,198 +174,434 +11%
SIS
2
Strategic Investment Solutions
Illinois
$80.2M 1,725,529 +1,695,700 +5,685%
AssetMark Inc
3
AssetMark Inc
California
$39.7M 856,285 -1,532 -0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32M 689,374 +271,845 +65%
GWWM
5
Great Waters Wealth Management
Minnesota
$28.8M 621,241 +94,917 +18%
TFA
6
Triad Financial Advisors
North Carolina
$28.6M 616,393 +124,839 +25%
BC
7
Burney Company
Virginia
$28.1M 604,897 +24,344 +4%
MWM
8
Mattern Wealth Management
Kansas
$27.2M 586,342 +77,662 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.9M 559,192 +87,077 +18%
WA
10
Waverly Advisors
Alabama
$24.4M 525,451 +10,302 +2%
RA
11
RFG Advisory
Alabama
$21.1M 454,141 +10,236 +2%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$20.1M 434,300 +91,768 +27%
PFM
13
Phillips Financial Management
Indiana
$20.1M 433,101 +62,288 +17%
SC
14
Savant Capital
Illinois
$18.7M 403,114 +89,688 +29%
RIP
15
RAM Investment Partners
Washington
$18.2M 392,470 +53,879 +16%
RK
16
Rather & Kittrell
Tennessee
$17.1M 367,829 +66,469 +22%
SIC
17
SJS Investment Consulting
Ohio
$13.8M 296,477 -35,828 -11%
RWM
18
Rockwood Wealth Management
Pennsylvania
$12.8M 276,261 +24,672 +10%
PAS
19
Park Avenue Securities
New York
$12.6M 271,524 +4,415 +2%
RFP
20
RCS Financial Planning
Maryland
$12.3M 264,838 -65,941 -20%
LFGO
21
Legacy Financial Group (Oklahoma)
Oklahoma
$11.9M 256,002 +16,955 +7%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$11.7M 253,155 +144,282 +133%
Jane Street
23
Jane Street
New York
$10.7M 231,126 -126,305 -35%
AFS
24
Annapolis Financial Services
Maryland
$10.4M 224,623 +27,686 +14%
OFA
25
Onyx Financial Advisors
Idaho
$10.1M 218,118 +25,519 +13%