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Dimensional Ultrashort Fixed Income ETF

166 hedge funds and large institutions have $1.09B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
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
AFG
26
Altiora Financial Group
Ohio
$9.05M
MWM
27
Moran Wealth Management
Florida
$8.91M
WP
28
Wealthspan Partners
Iowa
$8.7M
AWA
29
Arkadios Wealth Advisors
Georgia
$8.58M
FF
30
Foundry Financial
California
$8.33M
RWM
31
Ruedi Wealth Management
Illinois
$7.92M
TWM
32
Tumwater Wealth Management
Idaho
$7.91M
MWM
33
Mattern Wealth Management
Kansas
$7.9M
PWP
34
Parkwoods Wealth Partners
New York
$7.64M
FS
35
Financial Symmetry
North Carolina
$7.49M
WC
36
Wolfstich Capital
Massachusetts
$7.26M
JAWA
37
John A. Wolfe & Associates
Michigan
$7.17M
SPA
38
Shore Point Advisors
New Jersey
$7.07M
LEFP
39
Leading Edge Financial Planning
Tennessee
$6.67M
SIS
40
Strategic Investment Solutions
Illinois
$5.75M
Citadel Advisors
41
Citadel Advisors
Florida
$5.71M
CA
42
Clune & Associates
Illinois
$5.45M
CPW
43
Cogent Private Wealth
Florida
$5.31M
Creative Planning
44
Creative Planning
Kansas
$5.24M
IFA
45
Index Fund Advisors
California
$5.12M
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$5.02M
Betterment LLC
47
Betterment LLC
New York
$4.71M
CMP
48
Coston McIsaac & Partners
Maine
$4.65M
AIA
49
AssuredPartners Investment Advisors
Florida
$4.55M
DB
50
Dravo Bay
Delaware
$4.37M