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Dimensional Short-Duration Fixed Income ETF

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.14%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$95.8M 2,037,607 +294,409 +17%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$93.9M 1,996,592 +1,996,592 New
OIA
3
OneDigital Investment Advisors
Kansas
$59.6M 1,267,618 +1,224,914 +2,868%
BSW
4
Buckingham Strategic Wealth
Missouri
$43.9M 934,771 +765,902 +454%
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$43.3M 920,653 +890,126 +2,916%
AssetMark Inc
6
AssetMark Inc
California
$39.4M 837,526 -18,759 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$35.5M 755,776 +196,584 +35%
AC
8
Apella Capital
Connecticut
$34.8M 742,797 +648,535 +688%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.8M 719,316 +29,942 +4%
GWWM
10
Great Waters Wealth Management
Minnesota
$30.2M 644,709 +23,468 +4%
SC
11
Savant Capital
Illinois
$29.8M 633,428 +230,314 +57%
HighTower Advisors
12
HighTower Advisors
Illinois
$28.3M 602,624 +583,103 +2,987%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$26M 553,100 +299,945 +118%
PFM
14
Phillips Financial Management
Indiana
$23.9M 508,448 +75,347 +17%
BC
15
Burney Company
Virginia
$23.5M 500,762 -104,135 -17%
RIP
16
RAM Investment Partners
Washington
$22.8M 485,836 +93,366 +24%
MWM
17
Mattern Wealth Management
Kansas
$22.8M 484,970 -101,372 -17%
Jane Street
18
Jane Street
New York
$20.7M 440,164 +209,038 +90%
GFA
19
Grunden Financial Advisory
Texas
$20.3M 431,220 +431,220 New
RK
20
Rather & Kittrell
Tennessee
$19.8M 421,864 +54,035 +15%
WA
21
Waverly Advisors
Alabama
$19.4M 412,765 -112,686 -21%
RA
22
RFG Advisory
Alabama
$18.5M 393,039 -61,102 -13%
VWA
23
Valued Wealth Advisors
Utah
$15M 322,944 +322,944 New
RWM
24
Rockwood Wealth Management
Pennsylvania
$14M 296,751 +20,490 +7%
Bank of America
25
Bank of America
North Carolina
$13.9M 295,438 +113,192 +62%