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Dimensional Ultrashort Fixed Income ETF
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Overview Fund Activity

47 hedge funds and large institutions have $322M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
18
Increased
25
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
1
Planning Center Inc
Illinois
$121M
2
AWA
2
Arkadios Wealth Advisors
Georgia
$14.1M
3
HHWM
3
Hiley Hunt Wealth Management
Nebraska
$5.25M
4
AFG
4
Altiora Financial Group
Ohio
$4.08M
5
KSWWM
5
Keyes Stange & Wooten Wealth Management
Florida
$3.42M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$214K
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$58.6M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
BFA
4
Bright Financial Advisors
Michigan
$2.05M
5
MWP
5
Meredith Wealth Planning
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWWM
26
White Wing Wealth Management
Texas
$1.68M +$1.68M +33,076 New
FWM
27
FMB Wealth Management
California
$1.51M +$418K +8,255 +38%
Citadel Advisors
28
Citadel Advisors
Florida
$1.43M +$1.43M +28,280 New
Creative Planning
29
Creative Planning
Kansas
$1.38M +$612K +12,077 +80%
SIC
30
SJS Investment Consulting
Ohio
$886K +$886K +17,486 New
IFA
31
Index Fund Advisors
California
$774K +$774K +15,283 New
RCAG
32
Rehmann Capital Advisory Group
Michigan
$545K +$262K +5,175 +93%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$340K +$131K +2,581 +63%
EAM
34
Evanson Asset Management
California
$323K – – –
FS
35
Financial Symmetry
North Carolina
$317K +$317K +6,247 New
PCIA
36
Prime Capital Investment Advisors
Kansas
$296K +$52.8K +1,043 +22%
CPWM
37
Cypress Point Wealth Management
Texas
$296K +$3.55K +70 +1%
VHAM
38
Van Hulzen Asset Management
California
$261K +$58.3K +1,150 +29%
PWIA
39
Porter White Investment Advisors
Alabama
$258K +$258K +5,089 New
DB
40
Dravo Bay
Delaware
$253K +$253K +4,988 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$214K -$4.6M -90,868 -96%
AC
42
Apella Capital
Connecticut
$200K +$200K +3,950 New
LG
43
LAM Group
Oregon
$128K +$5.57K +110 +5%
KPP
44
Kings Path Partners
Texas
$126K +$126K +2,485 New
UBS Group
45
UBS Group
Switzerland
$101K +$101K +2,000 New
SFCL
46
Strengthening Families & Communities LLC
Massachusetts
$76K +$10.2K +202 +15%
PCM
47
Penserra Capital Management
California
$8K +$8K +157 New
FTUS
48
Flow Traders U.S.
New York
– -$256K -5,062 Closed
MWP
49
Meredith Wealth Planning
Illinois
– -$221K -4,365 Closed
AF
50
Allworth Financial
California
– -$5.07K -100 Closed
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