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Dimensional Ultrashort Fixed Income ETF

139 hedge funds and large institutions have $798M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

12% more capital invested

Capital invested by funds: $710M → $798M (+$88.1M)

9% more funds holding

Funds holding: 127139 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.07% less ownership

Funds ownership: 54.68%54.61% (-0.07%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.82%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
28
Increased
67
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mattern Wealth Management
Kansas
$7.49M +$865K +17,025 +13%
RWM
27
Ruedi Wealth Management
Illinois
$7.3M +$930K +18,306 +15%
AWA
28
Arkadios Wealth Advisors
Georgia
$7.09M +$1.32M +25,940 +23%
SPA
29
Shore Point Advisors
New Jersey
$6.73M +$573K +11,285 +9%
MWM
30
Moran Wealth Management
Florida
$6.32M -$3.1M -61,046 -33%
PWP
31
Parkwoods Wealth Partners
New York
$6.29M +$6.29M +123,852 New
LEFP
32
Leading Edge Financial Planning
Tennessee
$5.98M +$706K +13,900 +13%
SIS
33
Strategic Investment Solutions
Illinois
$5.9M -$1.6M -31,595 -21%
Jane Street
34
Jane Street
New York
$5.89M +$815K +16,058 +16%
FS
35
Financial Symmetry
North Carolina
$5.52M +$1.81M +35,642 +49%
Creative Planning
36
Creative Planning
Kansas
$4.93M +$1.49M +29,429 +44%
CA
37
Clune & Associates
Illinois
$4.92M +$456K +8,987 +10%
KAS
38
Kestra Advisory Services
Texas
$4.65M -$364K -7,162 -7%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$4.54M +$1.03M +20,319 +29%
AC
40
Applied Capital
Arkansas
$4.39M -$617K -12,143 -12%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$4.3M +$115K +2,273 +3%
BFA
42
Bright Financial Advisors
Michigan
$4.25M +$799K +15,742 +23%
DB
43
Dravo Bay
Delaware
$4.17M -$167K -3,295 -4%
AIA
44
AssuredPartners Investment Advisors
Florida
$4.04M +$1.45M +28,474 +56%
VPWA
45
Vestia Personal Wealth Advisors
Indiana
$3.85M +$3.3M +64,945 +597%
Betterment LLC
46
Betterment LLC
New York
$3.81M +$1.99M +39,277 +110%
CMP
47
Coston McIsaac & Partners
Maine
$3.79M +$301K +5,918 +9%
BPA
48
Beacon Pointe Advisors
California
$3.71M +$2.77M +54,537 +293%
QFA
49
Quantum Financial Advisors
California
$3.5M
AWM
50
Apollon Wealth Management
South Carolina
$3.38M -$25.4K -500 -0.7%