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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
GOCP
51
Great Oak Capital Partners
Massachusetts
$3.18M
FWM
52
FMB Wealth Management
California
$3.16M
CWP
53
Concord Wealth Partners
Virginia
$3.15M
FH
54
Financial Harvest
Florida
$3.03M
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$2.96M
VW
56
Vance Wealth
California
$2.91M
NWM
57
Navigoe Wealth Management
California
$2.31M
IFA
58
Index Fund Advisors
California
$2.26M
PIAS
59
PCA Investment Advisory Services
Ohio
$2.04M
XPN
60
XY Planning Network
Montana
$1.77M
HighTower Advisors
61
HighTower Advisors
Illinois
$1.68M
CSP
62
Cary Street Partners
Virginia
$1.53M
Financial Engines Advisors
63
Financial Engines Advisors
California
$1.42M
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.41M
SIM
65
Studio Investment Management
Illinois
$1.38M
FC
66
Family CFO
California
$1.31M
CWM
67
Core Wealth Management
Florida
$1.26M
LI
68
LRI Investments
Florida
$1.23M
SWM
69
SpringVest Wealth Management
Texas
$1.09M
PWM
70
PBMares Wealth Management
Virginia
$1.05M
MML Investors Services
71
MML Investors Services
Massachusetts
$1.01M
MMA
72
Miracle Mile Advisors
California
$1.01M
EC
73
Eaton-Cambridge
Arizona
$1M
MWP
74
Meredith Wealth Planning
Illinois
$962K
RLIM
75
Red Lighthouse Investment Management
New York
$933K