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Dimensional Ultrashort Fixed Income ETF

126 hedge funds and large institutions have $708M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.69%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
23
Increased
69
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCI
1
Planning Center Inc
Illinois
$149M 2,929,200 +127,761 +5%
PMIM
2
Prudent Man Investment Management
Colorado
$57.4M 1,134,166 -3,369 -0.3%
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$34.2M 673,636 -174,189 -21%
RFP
4
Root Financial Partners
California
$30.9M 608,625 +78,618 +15%
SHFA
5
SC&H Financial Advisors
Maryland
$28.5M 562,502 +124,833 +29%
SWM
6
Sterling Wealth Management
Illinois
$23.4M 460,476 +460,476 New
CPIG
7
Chicago Partners Investment Group
Illinois
$22.7M 447,866 +49,523 +12%
SIC
8
SJS Investment Consulting
Ohio
$21M 414,416 +33,768 +9%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$20.5M 404,800 +16,111 +4%
ACA
10
American Capital Advisory
Idaho
$16.4M 322,284 +20,819 +7%
SC
11
Savant Capital
Illinois
$15.2M 298,810 +16,359 +6%
PFM
12
Phillips Financial Management
Indiana
$14.8M 291,447 -3,241 -1%
TC
13
TAGStone Capital
North Carolina
$11.4M 225,384 +173,918 +338%
PFA
14
Pillar Financial Advisors
Kentucky
$11.3M 222,682 +13,308 +6%
AFG
15
Altiora Financial Group
Ohio
$10.6M 209,326 -6,883 -3%
MWM
16
Moran Wealth Management
Florida
$9.41M 185,413 +185,413 New
NDWM
17
New Dimensions Wealth Management
Texas
$9.33M 183,205 +5,745 +3%
WP
18
Wealthspan Partners
Iowa
$9.08M 178,909 +38,350 +27%
Mariner
19
Mariner
Kansas
$8.92M 175,817 +84,745 +93%
HHWM
20
Hiley Hunt Wealth Management
Nebraska
$8.57M 168,610 +2,509 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.51M 167,719 +12,384 +8%
OFA
22
Onyx Financial Advisors
Idaho
$8.05M 158,674 +5,837 +4%
SIS
23
Strategic Investment Solutions
Illinois
$7.49M 147,868 +3,201 +2%
MSWM
24
Master's Wealth Management
Pennsylvania
$7.03M 138,562 +5,668 +4%
MWM
25
Mattern Wealth Management
Kansas
$6.62M 130,489 +64,954 +99%