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Dimensional Ultrashort Fixed Income ETF

136 hedge funds and large institutions have $794M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
MWM
26
Mattern Wealth Management
Kansas
$7.49M
RWM
27
Ruedi Wealth Management
Illinois
$7.3M
AWA
28
Arkadios Wealth Advisors
Georgia
$7.09M
SPA
29
Shore Point Advisors
New Jersey
$6.73M
MWM
30
Moran Wealth Management
Florida
$6.32M
PWP
31
Parkwoods Wealth Partners
New York
$6.29M
LEFP
32
Leading Edge Financial Planning
Tennessee
$5.98M
SIS
33
Strategic Investment Solutions
Illinois
$5.9M
Jane Street
34
Jane Street
New York
$5.89M
FS
35
Financial Symmetry
North Carolina
$5.52M
Creative Planning
36
Creative Planning
Kansas
$4.93M
CA
37
Clune & Associates
Illinois
$4.92M
KAS
38
Kestra Advisory Services
Texas
$4.65M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$4.54M
AC
40
Applied Capital
Arkansas
$4.39M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$4.3M
BFA
42
Bright Financial Advisors
Michigan
$4.25M
DB
43
Dravo Bay
Delaware
$4.17M
AIA
44
AssuredPartners Investment Advisors
Florida
$4.04M
VPWA
45
Vestia Personal Wealth Advisors
Indiana
$3.85M
Betterment LLC
46
Betterment LLC
New York
$3.81M
CMP
47
Coston McIsaac & Partners
Maine
$3.79M
BPA
48
Beacon Pointe Advisors
California
$3.71M
QFA
49
Quantum Financial Advisors
California
$3.5M
AWM
50
Apollon Wealth Management
South Carolina
$3.38M