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Dimensional Ultrashort Fixed Income ETF

126 hedge funds and large institutions have $708M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.41M
2 +$8.84M
3 +$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.34M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

1 -$8.84M
2 -$3.67M
3 -$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
SPA
27
Shore Point Advisors
New Jersey
$6.16M
BWA
28
Babb Wealth Advisors
Arizona
$5.98M
AWA
29
Arkadios Wealth Advisors
Georgia
$5.77M
LEFP
30
Leading Edge Financial Planning
Tennessee
$5.27M
Jane Street
31
Jane Street
New York
$5.07M
KAS
32
Kestra Advisory Services
Texas
$5.01M
AC
33
Applied Capital
Arkansas
$5M
CA
34
Clune & Associates
Illinois
$4.47M
DB
35
Dravo Bay
Delaware
$4.41M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.18M
FS
37
Financial Symmetry
North Carolina
$3.71M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$3.51M
QFA
39
Quantum Financial Advisors
California
$3.5M
CWP
40
Concord Wealth Partners
Virginia
$3.49M
CAMV
41
Concord Asset Management (Virginia)
Virginia
$3.49M
CMP
42
Coston McIsaac & Partners
Maine
$3.48M
BFA
43
Bright Financial Advisors
Michigan
$3.45M
Creative Planning
44
Creative Planning
Kansas
$3.43M
AWM
45
Apollon Wealth Management
South Carolina
$3.4M
FPAS
46
Focus Partners Advisor Solutions
Missouri
$3.27M
GOCP
47
Great Oak Capital Partners
Massachusetts
$3.16M
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$2.95M
FWM
49
FMB Wealth Management
California
$2.71M
FH
50
Financial Harvest
Florida
$2.6M