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Dimensional Ultrashort Fixed Income ETF

192 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 33 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

14% more funds holding

Funds holding: 168192 (+24)

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$104M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

0.37% less ownership

Funds ownership: 65.59%65.21% (-0.37%)

Holders
192
Holders Change
+24
Holders Change %
+14.29%
% of All Funds
2.37%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
33
Increased
97
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Babb Wealth Advisors
Arizona
$10.7M -$794K -15,649 -7%
NDWM
27
New Dimensions Wealth Management
Texas
$10M +$347K +6,828 +4%
FS
28
Financial Symmetry
North Carolina
$9.37M +$1.86M +36,586 +25%
TWM
29
Tumwater Wealth Management
Idaho
$9.35M +$1.43M +28,210 +18%
WP
30
Wealthspan Partners
Iowa
$8.07M -$634K -12,489 -7%
Creative Planning
31
Creative Planning
Kansas
$7.74M +$2.5M +49,324 +48%
AWA
32
Arkadios Wealth Advisors
Georgia
$7.69M -$896K -17,654 -10%
RWM
33
Ruedi Wealth Management
Illinois
$7.66M -$275K -5,418 -3%
PWP
34
Parkwoods Wealth Partners
New York
$7.52M -$132K -2,593 -2%
MWM
35
Mattern Wealth Management
Kansas
$7.43M -$480K -9,466 -6%
CL
36
Choreo LLC
Illinois
$7.39M +$7.4M +145,713 New
SPA
37
Shore Point Advisors
New Jersey
$7.39M +$446K +8,780 +6%
CPW
38
Cogent Private Wealth
Florida
$7.11M +$1.79M +35,353 +34%
LEFP
39
Leading Edge Financial Planning
Tennessee
$7.09M +$414K +8,151 +6%
WC
40
Wolfstich Capital
Massachusetts
$7.05M -$213K -4,204 -3%
PCIA
41
Prime Capital Investment Advisors
Kansas
$6.56M +$6.21M +122,312 +1,730%
3FI
42
3 Factor Indexing
California
$6.48M +$6.48M +127,718 New
BPA
43
Beacon Pointe Advisors
California
$6.41M +$2.65M +52,189 +70%
TM
44
Torren Management
California
$6M +$3.64M +71,797 +154%
IFA
45
Index Fund Advisors
California
$5.85M +$721K +14,201 +14%
AFG
46
Altiora Financial Group
Ohio
$5.54M -$3.52M -69,331 -39%
SIS
47
Strategic Investment Solutions
Illinois
$5.52M -$227K -4,469 -4%
Betterment LLC
48
Betterment LLC
New York
$5.23M +$514K +10,128 +11%
Jane Street
49
Jane Street
New York
$4.99M +$903K +17,791 +22%
VW
50
Vance Wealth
California
$4.85M +$1.5M +29,513 +45%