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Dimensional Ultrashort Fixed Income ETF
DUSB

58 hedge funds and large institutions have $377M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

23% more funds holding

Funds holding: 47 → 58 (+11)

17% more capital invested

Capital invested by funds: $322M → $377M (+$54.6M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3.87% less ownership

Funds ownership: 57.25% → 53.38% (-3.9%)

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
0.83%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
31
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
American Capital Advisory
Idaho
+$12.3M
2
CPIG
Chicago Partners Investment Group
Illinois
+$8.04M
3
SIC
SJS Investment Consulting
Ohio
+$6.47M
4
AFG
Altiora Financial Group
Ohio
+$5.54M
5
RFP
Root Financial Partners
California
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
MSWMA
Market Street Wealth Management Advisors
Indiana
-$4.63M
2
KSWWM
Keyes Stange & Wooten Wealth Management
Florida
-$2.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
4
Jane Street
Jane Street
New York
-$966K
5
CWP
Concord Wealth Partners
Virginia
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Core Wealth Management
Florida
$2.65M – – –
KPP
27
Kings Path Partners
Texas
$2.41M +$2.29M +45,048 +1,813%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$2.35M +$2.35M +46,289 New
FWM
29
FMB Wealth Management
California
$1.87M +$355K +6,992 +23%
SHFA
30
SC&H Financial Advisors
Maryland
$1.65M +$1.65M +32,506 New
WWWM
31
White Wing Wealth Management
Texas
$1.36M -$321K -6,335 -19%
Creative Planning
32
Creative Planning
Kansas
$1.32M -$59K -1,162 -4%
IFA
33
Index Fund Advisors
California
$882K +$106K +2,084 +14%
Betterment LLC
34
Betterment LLC
New York
$848K +$848K +16,711 New
MWP
35
Meredith Wealth Planning
Illinois
$772K +$772K +15,212 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$747K +$532K +10,484 +248%
KSWWM
37
Keyes Stange & Wooten Wealth Management
Florida
$616K -$2.81M -55,294 -82%
FTUS
38
Flow Traders U.S.
New York
$595K +$594K +11,710 New
RCAG
39
Rehmann Capital Advisory Group
Michigan
$572K +$25.4K +500 +5%
FS
40
Financial Symmetry
North Carolina
$563K +$245K +4,839 +77%
PAG
41
Private Advisor Group
New Jersey
$470K +$469K +9,250 New
CPWM
42
Cypress Point Wealth Management
Texas
$453K +$156K +3,074 +53%
SC
43
Schubert & Co
Texas
$413K +$413K +8,135 New
TSS
44
Two Sigma Securities
New York
$410K +$410K +8,080 New
LFGO
45
Legacy Financial Group (Oklahoma)
Oklahoma
$401K +$61.5K +1,212 +18%
Citadel Advisors
46
Citadel Advisors
Florida
$388K -$1.05M -20,635 -73%
EAM
47
Evanson Asset Management
California
$339K +$14.8K +292 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$307K +$307K +6,043 New
PCIA
49
Prime Capital Investment Advisors
Kansas
$297K – – –
PWIA
50
Porter White Investment Advisors
Alabama
$295K +$37.1K +731 +14%
1
2
3

DUSB Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q3 2024, worth a combined $377M — up 17% from $322M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DUSB positions and 3 closed out — a net gain of 11 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was American Capital Advisory, opening a new position worth an estimated $12.3M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $4.63M.

  • 58 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q3 2024, up from 47 in Q2 2024.
  • Funds reported $377M of Dimensional Ultrashort Fixed Income ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 14 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q3 2024 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q3 2024 was American Capital Advisory, an estimated $12.3M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q3 2024 was Market Street Wealth Management Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2024.