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Dimensional Ultrashort Fixed Income ETF
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Overview Fund Activity

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
Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
0.84%
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

1
ACA
1
American Capital Advisory
Idaho
$12.3M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$15.6M
3
SIC
3
SJS Investment Consulting
Ohio
$7.36M
4
AFG
4
Altiora Financial Group
Ohio
$9.64M
5
RFP
5
Root Financial Partners
California
$12.1M

Top Sellers

1
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$54M
2
KSWWM
2
Keyes Stange & Wooten Wealth Management
Florida
$616K
3
Citadel Advisors
3
Citadel Advisors
Florida
$388K
4
Jane Street
4
Jane Street
New York
$2.86M
5
CWP
5
Concord Wealth Partners
Virginia
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$322K -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 +$595K +11,710 New
RCAG
39
Rehmann Capital Advisory Group
Michigan
$572K +$25.4K +500 +5%
FS
40
Financial Symmetry
North Carolina
$563K +$246K +4,839 +77%
PAG
41
Private Advisor Group
New Jersey
$470K +$470K +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 +$61.4K +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%
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