DUSB icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
126
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

Top Buyers

1 +$9.41M
2 +$8.84M
3 +$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.34M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

1 -$8.84M
2 -$3.67M
3 -$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
5
WC
Wolfstich Capital
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$149M
PMIM
2
Prudent Man Investment Management
Colorado
$57.4M
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$34.2M
RFP
4
Root Financial Partners
California
$30.9M
SHFA
5
SC&H Financial Advisors
Maryland
$28.5M
SWM
6
Sterling Wealth Management
Illinois
$23.4M
CPIG
7
Chicago Partners Investment Group
Illinois
$22.7M
SIC
8
SJS Investment Consulting
Ohio
$21M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$20.5M
ACA
10
American Capital Advisory
Idaho
$16.4M
SC
11
Savant Capital
Illinois
$15.2M
PFM
12
Phillips Financial Management
Indiana
$14.8M
TC
13
TAGStone Capital
North Carolina
$11.4M
PFA
14
Pillar Financial Advisors
Kentucky
$11.3M
AFG
15
Altiora Financial Group
Ohio
$10.6M
MWM
16
Moran Wealth Management
Florida
$9.41M
NDWM
17
New Dimensions Wealth Management
Texas
$9.33M
WP
18
Wealthspan Partners
Iowa
$9.08M
Mariner
19
Mariner
Kansas
$8.92M
HHWM
20
Hiley Hunt Wealth Management
Nebraska
$8.57M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.51M
OFA
22
Onyx Financial Advisors
Idaho
$8.05M
SIS
23
Strategic Investment Solutions
Illinois
$7.49M
MSWM
24
Master's Wealth Management
Pennsylvania
$7.03M
MWM
25
Mattern Wealth Management
Kansas
$6.62M