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Dimensional Ultrashort Fixed Income ETF
DUSB

127 hedge funds and large institutions have $710M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

14% more funds holding

Funds holding: 111 → 127 (+16)

14% more capital invested

Capital invested by funds: $621M → $710M (+$88.8M)

0.14% more ownership

Funds ownership: 54.54% → 54.68% (+0.14%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.67%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
24
Increased
69
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Moran Wealth Management
Florida
+$9.41M
2
TC
TAGStone Capital
North Carolina
+$8.82M
3
PCI
Planning Center Inc
Illinois
+$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.33M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

Rank Fund Capital Flow
1
MSWMA
Market Street Wealth Management Advisors
Indiana
-$8.84M
2
WCM
Warburton Capital Management
Oklahoma
-$3.67M
3
AWA
Arkadios Wealth Advisors
Georgia
-$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
5
WC
Wolfstich Capital
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
26
Ruedi Wealth Management
Illinois
$6.37M +$122K +2,404 +2%
SPA
27
Shore Point Advisors
New Jersey
$6.16M +$277K +5,460 +5%
BWA
28
Babb Wealth Advisors
Arizona
$5.98M -$152K -2,992 -2%
AWA
29
Arkadios Wealth Advisors
Georgia
$5.77M -$2.68M -52,799 -32%
LEFP
30
Leading Edge Financial Planning
Tennessee
$5.27M +$471K +9,279 +10%
Jane Street
31
Jane Street
New York
$5.07M +$3.77M +74,389 +292%
KAS
32
Kestra Advisory Services
Texas
$5.01M +$913K +18,006 +22%
AC
33
Applied Capital
Arkansas
$5M +$687K +13,538 +16%
CA
34
Clune & Associates
Illinois
$4.47M -$185K -3,646 -4%
DB
35
Dravo Bay
Delaware
$4.41M -$382K -7,525 -8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.18M +$353K +6,949 +9%
FS
37
Financial Symmetry
North Carolina
$3.71M +$700K +13,790 +23%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$3.51M +$22.9K +452 +0.7%
QFA
39
Quantum Financial Advisors
California
$3.5M +$3.5M +68,986 New
CWP
40
Concord Wealth Partners
Virginia
$3.49M +$43.3K +854 +1%
CAMV
41
Concord Asset Management (Virginia)
Virginia
$3.49M +$3.49M +68,703 New
CMP
42
Coston McIsaac & Partners
Maine
$3.48M +$484K +9,546 +16%
BFA
43
Bright Financial Advisors
Michigan
$3.45M +$401K +7,901 +13%
Creative Planning
44
Creative Planning
Kansas
$3.43M +$1.82M +35,926 +113%
AWM
45
Apollon Wealth Management
South Carolina
$3.4M +$25.4K +500 +0.8%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$3.27M +$399K +7,863 +14%
GOCP
47
Great Oak Capital Partners
Massachusetts
$3.16M -$105K -2,075 -3%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$2.95M +$439K +8,660 +17%
FWM
49
FMB Wealth Management
California
$2.71M +$896K +17,653 +49%
FH
50
Financial Harvest
Florida
$2.6M +$2.6M +51,289 New
1
2
3 4 5

DUSB Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2025, worth a combined $710M — up 14% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DUSB positions and 7 closed out — a net gain of 17 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was Moran Wealth Management, opening a new position worth an estimated $9.41M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $8.84M.

  • 127 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $710M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2025 and 7 closed out, a net change of +17 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2025 was Moran Wealth Management, an estimated $9.41M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2025 was Market Street Wealth Management Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2025.