We are live on ! Find out more
DUSB icon

Dimensional Ultrashort Fixed Income ETF
DUSB

170 hedge funds and large institutions have $1.1B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

38% more capital invested

Capital invested by funds: $798M → $1.1B (+$301M)

29% more funds holding in top 10

Funds holding in top 10: 21 → 27 (+6)

22% more funds holding

Funds holding: 139 → 170 (+31)

11.19% more ownership

Funds ownership: 54.61% → 65.8% (+11%)

Holders
170
Holders Change
+31
Holders Change %
+22.3%
% of All Funds
2.07%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
41
Increased
77
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VT
Vise Technologies
New York
+$44M
2
PMIM
Prudent Man Investment Management
Colorado
+$23.5M
3
PCI
Planning Center Inc
Illinois
+$17.6M
4
RFP
Root Financial Partners
California
+$16.7M
5
TWM
Tumwater Wealth Management
Idaho
+$7.93M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.24M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$6.9M
3
MSWM
Master's Wealth Management
Pennsylvania
-$6.63M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Altiora Financial Group
Ohio
$9.05M -$1.07M -21,040 -11%
MWM
27
Moran Wealth Management
Florida
$8.91M +$2.62M +51,559 +41%
WP
28
Wealthspan Partners
Iowa
$8.7M -$1.45M -28,617 -14%
AWA
29
Arkadios Wealth Advisors
Georgia
$8.58M +$1.51M +29,677 +21%
FF
30
Foundry Financial
California
$8.33M +$8.35M +164,505 New
RWM
31
Ruedi Wealth Management
Illinois
$7.92M +$644K +12,686 +9%
TWM
32
Tumwater Wealth Management
Idaho
$7.91M +$7.93M +156,210 New
MWM
33
Mattern Wealth Management
Kansas
$7.9M +$428K +8,432 +6%
PWP
34
Parkwoods Wealth Partners
New York
$7.64M +$1.37M +27,003 +22%
FS
35
Financial Symmetry
North Carolina
$7.49M +$1.99M +39,251 +36%
WC
36
Wolfstich Capital
Massachusetts
$7.26M +$7.28M +143,435 New
JAWA
37
John A. Wolfe & Associates
Michigan
$7.17M +$7.18M +141,511 New
SPA
38
Shore Point Advisors
New Jersey
$7.07M +$350K +6,902 +5%
LEFP
39
Leading Edge Financial Planning
Tennessee
$6.67M +$705K +13,882 +12%
SIS
40
Strategic Investment Solutions
Illinois
$5.75M -$141K -2,772 -2%
Citadel Advisors
41
Citadel Advisors
Florida
$5.71M -$2.45M -48,295 -30%
CA
42
Clune & Associates
Illinois
$5.45M +$538K +10,599 +11%
OCA
43
Optimus Capital Advisors
Texas
$5.39M +$5.41M +106,489 New
CPW
44
Cogent Private Wealth
Florida
$5.31M +$5.33M +104,905 New
Creative Planning
45
Creative Planning
Kansas
$5.24M +$319K +6,293 +6%
IFA
46
Index Fund Advisors
California
$5.12M +$2.87M +56,534 +127%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$5.02M +$483K +9,514 +11%
Betterment LLC
48
Betterment LLC
New York
$4.71M +$911K +17,947 +24%
CMP
49
Coston McIsaac & Partners
Maine
$4.65M +$873K +17,206 +23%
AIA
50
AssuredPartners Investment Advisors
Florida
$4.55M +$528K +10,406 +13%
1
2
3 4 5

DUSB Hedge Fund Activity: Q4 2025 in Review

170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2025, worth a combined $1.1B — up 38% from $798M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DUSB positions and 8 closed out — a net gain of 33 holders — while 77 added to existing stakes and 41 trimmed.

The largest buyer was Vise Technologies, adding an estimated $44M. The largest seller was Envestnet Asset Management, cutting an estimated $7.24M.

  • 170 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $1.1B of Dimensional Ultrashort Fixed Income ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 41 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2025 and 8 closed out, a net change of +33 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $44M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2025.