DUSB icon

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
MWM
26
Mattern Wealth Management
Kansas
$7.49M
RWM
27
Ruedi Wealth Management
Illinois
$7.3M
AWA
28
Arkadios Wealth Advisors
Georgia
$7.09M
SPA
29
Shore Point Advisors
New Jersey
$6.73M
MWM
30
Moran Wealth Management
Florida
$6.32M
PWP
31
Parkwoods Wealth Partners
New York
$6.29M
LEFP
32
Leading Edge Financial Planning
Tennessee
$5.98M
Jane Street
33
Jane Street
New York
$5.89M
Creative Planning
34
Creative Planning
Kansas
$4.93M
CA
35
Clune & Associates
Illinois
$4.92M
KAS
36
Kestra Advisory Services
Texas
$4.65M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$4.54M
AC
38
Applied Capital
Arkansas
$4.39M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.3M
BFA
40
Bright Financial Advisors
Michigan
$4.25M
DB
41
Dravo Bay
Delaware
$4.17M
AIA
42
AssuredPartners Investment Advisors
Florida
$4.04M
VPWA
43
Vestia Personal Wealth Advisors
Indiana
$3.85M
Betterment LLC
44
Betterment LLC
New York
$3.81M
CMP
45
Coston McIsaac & Partners
Maine
$3.79M
BPA
46
Beacon Pointe Advisors
California
$3.71M
QFA
47
Quantum Financial Advisors
California
$3.5M
AWM
48
Apollon Wealth Management
South Carolina
$3.38M
GOCP
49
Great Oak Capital Partners
Massachusetts
$3.18M
FWM
50
FMB Wealth Management
California
$3.16M