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Dimensional Ultrashort Fixed Income ETF

133 hedge funds and large institutions have $783M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
Concord Wealth Partners
Virginia
$3.15M
FH
52
Financial Harvest
Florida
$3.03M
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$2.96M
VW
54
Vance Wealth
California
$2.91M
NWM
55
Navigoe Wealth Management
California
$2.31M
IFA
56
Index Fund Advisors
California
$2.26M
PIAS
57
PCA Investment Advisory Services
Ohio
$2.04M
XPN
58
XY Planning Network
Montana
$1.77M
HighTower Advisors
59
HighTower Advisors
Illinois
$1.68M
CSP
60
Cary Street Partners
Virginia
$1.53M
Financial Engines Advisors
61
Financial Engines Advisors
California
$1.42M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.41M
SIM
63
Studio Investment Management
Illinois
$1.38M
FC
64
Family CFO
California
$1.31M
CWM
65
Core Wealth Management
Florida
$1.26M
LI
66
LRI Investments
Florida
$1.23M
SWM
67
SpringVest Wealth Management
Texas
$1.09M
PWM
68
PBMares Wealth Management
Virginia
$1.05M
MML Investors Services
69
MML Investors Services
Massachusetts
$1.01M
MMA
70
Miracle Mile Advisors
California
$1.01M
EC
71
Eaton-Cambridge
Arizona
$1M
MWP
72
Meredith Wealth Planning
Illinois
$962K
RLIM
73
Red Lighthouse Investment Management
New York
$933K
FTUS
74
Flow Traders U.S.
New York
$875K
WWWM
75
White Wing Wealth Management
Texas
$862K