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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
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
26
Leading Edge Financial Planning
Tennessee
$4.8M
DB
27
Dravo Bay
Delaware
$4.72M
CA
28
Clune & Associates
Illinois
$4.65M
Mariner
29
Mariner
Kansas
$4.62M
AC
30
Applied Capital
Arkansas
$4.32M
KAS
31
Kestra Advisory Services
Texas
$4.1M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.83M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$3.48M
CWP
34
Concord Wealth Partners
Virginia
$3.44M
AWM
35
Apollon Wealth Management
South Carolina
$3.37M
MWM
36
Mattern Wealth Management
Kansas
$3.32M
GOCP
37
Great Oak Capital Partners
Massachusetts
$3.26M
BFA
38
Bright Financial Advisors
Michigan
$3.05M
FS
39
Financial Symmetry
North Carolina
$3M
CMP
40
Coston McIsaac & Partners
Maine
$3M
FPAS
41
Focus Partners Advisor Solutions
Missouri
$2.87M
Citadel Advisors
42
Citadel Advisors
Florida
$2.66M
TC
43
TAGStone Capital
North Carolina
$2.61M
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$2.51M
PWM
45
PBMares Wealth Management
Virginia
$2.27M
KPP
46
Kings Path Partners
Texas
$2.25M
NWM
47
Navigoe Wealth Management
California
$2.19M
WC
48
Wolfstich Capital
Massachusetts
$2.13M
PIAS
49
PCA Investment Advisory Services
Ohio
$2.05M
PWM
50
Parkworth Wealth Management
California
$1.99M