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Dimensional Ultrashort Fixed Income ETF

190 hedge funds and large institutions have $1.2B invested in Dimensional Ultrashort Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$180M
PMIM
2
Prudent Man Investment Management
Colorado
$80.9M
RFP
3
Root Financial Partners
California
$76.8M
VT
4
Vise Technologies
New York
$58.9M
FPI
5
Financial Plan Inc
Washington
$41.5M
SIC
6
SJS Investment Consulting
Ohio
$37.4M
SHFA
7
SC&H Financial Advisors
Maryland
$30.8M
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$28.8M
PFM
9
Phillips Financial Management
Indiana
$26.1M
SWM
10
Sterling Wealth Management
Illinois
$25.1M
ACA
11
American Capital Advisory
Idaho
$24.5M
CPIG
12
Chicago Partners Investment Group
Illinois
$20.8M
SC
13
Savant Capital
Illinois
$20.7M
RIAS
14
Rachor Investment Advisory Services
Michigan
$19.5M
TAWM
15
Three Arch Wealth Management
California
$18.4M
PFA
16
Pillar Financial Advisors
Kentucky
$17.3M
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$16.6M
AC
18
Avestar Capital
New York
$13.9M
FF
19
Foundry Financial
California
$12.2M
Mariner
20
Mariner
Kansas
$12.1M
HHWM
21
Hiley Hunt Wealth Management
Nebraska
$11.7M
TC
22
TAGStone Capital
North Carolina
$11.6M
OFA
23
Onyx Financial Advisors
Idaho
$11.5M
JWM
24
Johnson Wealth Management
North Dakota
$11.5M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.8M