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Dimensional Ultrashort Fixed Income ETF

111 hedge funds and large institutions have $621M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+21
Holders Change %
+23.33%
% of All Funds
1.51%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
30
Increased
55
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LEFP
26
Leading Edge Financial Planning
Tennessee
$4.8M +$400K +7,891 +9%
DB
27
Dravo Bay
Delaware
$4.72M +$2.59M +51,093 +122%
CA
28
Clune & Associates
Illinois
$4.65M +$636K +12,541 +16%
Mariner
29
Mariner
Kansas
$4.62M +$4.62M +91,072 New
AC
30
Applied Capital
Arkansas
$4.32M -$27.2K -536 -0.6%
KAS
31
Kestra Advisory Services
Texas
$4.1M +$2.74M +53,926 +201%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.83M +$11.5K +227 +0.3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$3.48M +$153K +3,023 +5%
CWP
34
Concord Wealth Partners
Virginia
$3.44M +$1.6M +31,592 +87%
AWM
35
Apollon Wealth Management
South Carolina
$3.37M +$50.7K +1,000 +2%
MWM
36
Mattern Wealth Management
Kansas
$3.32M +$1.31M +25,914 +65%
GOCP
37
Great Oak Capital Partners
Massachusetts
$3.26M
BFA
38
Bright Financial Advisors
Michigan
$3.05M +$249K +4,915 +9%
FS
39
Financial Symmetry
North Carolina
$3M +$1.34M +26,486 +81%
CMP
40
Coston McIsaac & Partners
Maine
$3M +$1.43M +28,259 +92%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$2.87M -$258K -5,087 -8%
Citadel Advisors
42
Citadel Advisors
Florida
$2.66M -$1.1M -21,675 -29%
TC
43
TAGStone Capital
North Carolina
$2.61M +$2.61M +51,466 New
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$2.51M -$287K -5,653 -10%
PWM
45
PBMares Wealth Management
Virginia
$2.27M +$646K +12,725 +40%
KPP
46
Kings Path Partners
Texas
$2.25M +$1.05M +20,784 +88%
NWM
47
Navigoe Wealth Management
California
$2.19M +$482K +9,510 +28%
WC
48
Wolfstich Capital
Massachusetts
$2.13M
PIAS
49
PCA Investment Advisory Services
Ohio
$2.05M +$2.05M +40,500 New
PWM
50
Parkworth Wealth Management
California
$1.99M +$497K +9,797 +33%