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Dimensional Ultrashort Fixed Income ETF
DUSB

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.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

55% more funds holding

Funds holding: 58 → 90 (+32)

46% more capital invested

Capital invested by funds: $377M → $550M (+$174M)

8.44% more ownership

Funds ownership: 53.38% → 61.82% (+8.4%)

Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.19%
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
–

Top Buyers

Rank Fund Capital Flow
1
SWA
ShankerValleau Wealth Advisors
Illinois
+$9.23M
2
RFP
Root Financial Partners
California
+$7.63M
3
SHFA
SC&H Financial Advisors
Maryland
+$7.53M
4
SC
Savant Capital
Illinois
+$6.22M
5
EP
Essential Planning
New Hampshire
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$6.92M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$4.68M
3
Jane Street
Jane Street
New York
-$2.86M
4
CWM
Core Wealth Management
Florida
-$2.07M
5
KPP
Kings Path Partners
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.85M +$4.12M +81,122 +551%
FH
27
Financial Harvest
Florida
$4.79M +$4.8M +94,621 New
LEFP
28
Leading Edge Financial Planning
Tennessee
$4.39M +$4.4M +86,701 New
AC
29
Applied Capital
Arkansas
$4.33M +$1.41M +27,769 +48%
CA
30
Clune & Associates
Illinois
$4M +$4.01M +79,086 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.8M +$458K +9,028 +14%
Citadel Advisors
32
Citadel Advisors
Florida
$3.75M +$3.38M +66,522 +870%
WP
33
Wealthspan Partners
Iowa
$3.67M +$660K +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 +$780K +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 -$80.5K -1,587 -3%
DB
40
Dravo Bay
Delaware
$2.12M +$1.89M +37,255 +798%
WC
41
Wolfstich Capital
Massachusetts
$2.12M +$2.13M +41,915 New
MWM
42
Mattern Wealth Management
Kansas
$2M +$2.01M +39,621 New
FWM
43
FMB Wealth Management
California
$1.84M -$21.8K -430 -1%
CWP
44
Concord Wealth Partners
Virginia
$1.83M -$855K -16,861 -32%
NWM
45
Navigoe Wealth Management
California
$1.7M +$1.7M +33,594 New
MWA
46
Mills Wealth Advisors
Texas
$1.69M -$1.15M -22,609 -40%
FS
47
Financial Symmetry
North Carolina
$1.66M +$1.1M +21,663 +195%
PWM
48
PBMares Wealth Management
Virginia
$1.62M +$1.63M +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%
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DUSB Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2024, worth a combined $550M — up 46% from $377M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DUSB positions and 5 closed out — a net gain of 32 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was ShankerValleau Wealth Advisors, opening a new position worth an estimated $9.23M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.92M.

  • 90 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $550M of Dimensional Ultrashort Fixed Income ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 37 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +32 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2024 was ShankerValleau Wealth Advisors, an estimated $9.23M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2024 was Arkadios Wealth Advisors, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2024.