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Dimensional Ultrashort Fixed Income ETF
DUSB

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

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

23% more funds holding

Funds holding: 90 → 111 (+21)

13% more capital invested

Capital invested by funds: $550M → $621M (+$71.1M)

7.28% less ownership

Funds ownership: 61.82% → 54.54% (-7.3%)

Holders
111
Holders Change
+21
Holders Change %
+23.33%
% of All Funds
1.49%
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
–

Top Buyers

Rank Fund Capital Flow
1
PCI
Planning Center Inc
Illinois
+$15.5M
2
SHFA
SC&H Financial Advisors
Maryland
+$13M
3
SC
Savant Capital
Illinois
+$8.11M
4
RFP
Root Financial Partners
California
+$7.14M
5
SIC
SJS Investment Consulting
Ohio
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
SWA
ShankerValleau Wealth Advisors
Illinois
-$7.32M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$6.31M
3
MWM
Moran Wealth Management
Florida
-$5.25M
4
EP
Essential Planning
New Hampshire
-$5.12M
5
FH
Financial Harvest
Florida
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$645K +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%
1
2
3 4 5

DUSB Hedge Fund Activity: Q1 2025 in Review

111 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2025, worth a combined $621M — up 13% from $550M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DUSB positions and 7 closed out — a net gain of 23 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $15.5M. The largest seller was ShankerValleau Wealth Advisors, cutting an estimated $7.32M.

  • 111 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $621M of Dimensional Ultrashort Fixed Income ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2025 and 7 closed out, a net change of +23 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2025 was Planning Center Inc, an estimated $15.5M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2025 was ShankerValleau Wealth Advisors, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2025.