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Dimensional Ultrashort Fixed Income ETF

133 hedge funds and large institutions have $783M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
$156M
PMIM
2
Prudent Man Investment Management
Colorado
$57.4M
RFP
3
Root Financial Partners
California
$48.5M
SIC
4
SJS Investment Consulting
Ohio
$30.5M
SHFA
5
SC&H Financial Advisors
Maryland
$27.1M
CPIG
6
Chicago Partners Investment Group
Illinois
$26.2M
MSWMA
7
Market Street Wealth Management Advisors
Indiana
$24.8M
SWM
8
Sterling Wealth Management
Illinois
$24M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$22.7M
PFM
10
Phillips Financial Management
Indiana
$20.8M
SC
11
Savant Capital
Illinois
$19.5M
ACA
12
American Capital Advisory
Idaho
$17.4M
VT
13
Vise Technologies
New York
$15M
PFA
14
Pillar Financial Advisors
Kentucky
$14.3M
TC
15
TAGStone Capital
North Carolina
$10.5M
WP
16
Wealthspan Partners
Iowa
$10.2M
AFG
17
Altiora Financial Group
Ohio
$10.1M
NDWM
18
New Dimensions Wealth Management
Texas
$9.41M
HHWM
19
Hiley Hunt Wealth Management
Nebraska
$9.14M
Mariner
20
Mariner
Kansas
$8.71M
BWA
21
Babb Wealth Advisors
Arizona
$8.71M
OFA
22
Onyx Financial Advisors
Idaho
$8.53M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.22M
Citadel Advisors
24
Citadel Advisors
Florida
$8.18M
MSWM
25
Master's Wealth Management
Pennsylvania
$7.51M