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Dimensional Ultrashort Fixed Income ETF
DUSB

90 hedge funds and large institutions have $550M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

55% more funds holding

Funds holding: 58 → 90 (+32)

46% more capital invested

Capital invested by funds: $377M → $550M (+$174M)

8.44% more ownership

Funds ownership: 53.38% → 61.82% (+8.4%)

Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.17%
New
37
Increased
38
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
ShankerValleau Wealth Advisors
Illinois
+$9.23M
2
RFP
Root Financial Partners
California
+$7.63M
3
SHFA
SC&H Financial Advisors
Maryland
+$7.53M
4
SC
Savant Capital
Illinois
+$6.22M
5
EP
Essential Planning
New Hampshire
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$6.92M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$4.68M
3
Jane Street
Jane Street
New York
-$2.86M
4
CWM
Core Wealth Management
Florida
-$2.07M
5
KPP
Kings Path Partners
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Parkworth Wealth Management
California
$1.49M +$1.5M +29,509 New
RCAG
52
Rehmann Capital Advisory Group
Michigan
$1.39M +$823K +16,227 +144%
MWP
53
Meredith Wealth Planning
Illinois
$1.36M +$593K +11,684 +77%
KAS
54
Kestra Advisory Services
Texas
$1.36M +$1.36M +26,800 New
Creative Planning
55
Creative Planning
Kansas
$1.33M +$13.6K +268 +1%
Betterment LLC
56
Betterment LLC
New York
$1.29M +$450K +8,872 +53%
WWWM
57
White Wing Wealth Management
Texas
$1.28M -$73K -1,438 -5%
FTUS
58
Flow Traders U.S.
New York
$1.2M +$610K +12,032 +103%
KPP
59
Kings Path Partners
Texas
$1.19M -$1.21M -23,917 -50%
BWA
60
BCU Wealth Advisors
Illinois
$1.06M +$1.07M +20,994 New
PWIA
61
Porter White Investment Advisors
Alabama
$952K +$659K +12,989 +223%
IFA
62
Index Fund Advisors
California
$812K -$66.3K -1,307 -8%
SCA
63
Strathmore Capital Advisors
North Carolina
$713K +$715K +14,091 New
BPA
64
Beacon Pointe Advisors
California
$673K +$675K +13,301 New
CWM
65
Core Wealth Management
Florida
$585K -$2.07M -40,813 -78%
CW
66
Curio Wealth
Maryland
$520K +$522K +10,288 New
SC
67
Schubert & Co
Texas
$472K +$60.2K +1,186 +15%
CPWM
68
Cypress Point Wealth Management
Texas
$432K -$19.1K -377 -4%
PAG
69
Private Advisor Group
New Jersey
$398K -$70.1K -1,381 -15%
LFGO
70
Legacy Financial Group (Oklahoma)
Oklahoma
$338K -$62.4K -1,229 -16%
PCIA
71
Prime Capital Investment Advisors
Kansas
$325K +$29.1K +573 +10%
AWA
72
Acorn Wealth Advisors
Michigan
$323K +$324K +6,390 New
EAM
73
Evanson Asset Management
California
$323K -$14.8K -292 -4%
VHAM
74
Van Hulzen Asset Management
California
$290K +$37K +730 +15%
LPL Financial
75
LPL Financial
California
$271K +$272K +5,362 New
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DUSB Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2024, worth a combined $550M — up 46% from $377M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DUSB positions and 5 closed out — a net gain of 32 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was ShankerValleau Wealth Advisors, opening a new position worth an estimated $9.23M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.92M.

  • 90 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $550M of Dimensional Ultrashort Fixed Income ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 37 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +32 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2024 was ShankerValleau Wealth Advisors, an estimated $9.23M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2024 was Arkadios Wealth Advisors, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2024.