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Dimensional Ultrashort Fixed Income ETF

90 hedge funds and large institutions have $550M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.2%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.17%
New
37
Increased
38
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.85M +$4.1M +81,122 +551%
FH
27
Financial Harvest
Florida
$4.79M +$4.79M +94,621 New
LEFP
28
Leading Edge Financial Planning
Tennessee
$4.39M +$4.39M +86,701 New
AC
29
Applied Capital
Arkansas
$4.33M +$1.4M +27,769 +48%
CA
30
Clune & Associates
Illinois
$4M +$4M +79,086 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.8M +$457K +9,028 +14%
Citadel Advisors
32
Citadel Advisors
Florida
$3.75M +$3.37M +66,522 +870%
WP
33
Wealthspan Partners
Iowa
$3.67M +$658K +13,009 +22%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.32M +$171K +3,376 +5%
AWM
35
Apollon Wealth Management
South Carolina
$3.31M +$152K +3,000 +5%
GOCP
36
Great Oak Capital Partners
Massachusetts
$3.26M +$12.8K +253 +0.4%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$3.12M +$777K +15,366 +33%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$2.8M +$2.8M +55,189 New
BFA
39
Bright Financial Advisors
Michigan
$2.79M -$80.3K -1,587 -3%
DB
40
Dravo Bay
Delaware
$2.12M +$1.88M +37,255 +798%
WC
41
Wolfstich Capital
Massachusetts
$2.12M +$2.12M +41,915 New
MWM
42
Mattern Wealth Management
Kansas
$2M +$2M +39,621 New
FWM
43
FMB Wealth Management
California
$1.84M -$21.8K -430 -1%
CWP
44
Concord Wealth Partners
Virginia
$1.83M -$853K -16,861 -32%
NWM
45
Navigoe Wealth Management
California
$1.7M +$1.7M +33,594 New
MWA
46
Mills Wealth Advisors
Texas
$1.69M -$1.14M -22,609 -40%
FS
47
Financial Symmetry
North Carolina
$1.66M +$1.1M +21,663 +195%
PWM
48
PBMares Wealth Management
Virginia
$1.62M +$1.62M +32,041 New
CMP
49
Coston McIsaac & Partners
Maine
$1.56M +$1.56M +30,771 +52,154%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.51M +$1.21M +23,874 +395%