DUSB icon

Dimensional Ultrashort Fixed Income ETF

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
Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.2%
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
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
51
Parkworth Wealth Management
California
$1.49M +$1.49M +29,509 New
RCAG
52
Rehmann Capital Advisory Group
Michigan
$1.39M +$821K +16,227 +144%
MWP
53
Meredith Wealth Planning
Illinois
$1.36M +$591K +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 +$449K +8,872 +53%
WWWM
57
White Wing Wealth Management
Texas
$1.28M -$72.7K -1,438 -5%
FTUS
58
Flow Traders U.S.
New York
$1.2M +$609K +12,032 +103%
KPP
59
Kings Path Partners
Texas
$1.19M -$1.21M -23,917 -50%
BWA
60
BCU Wealth Advisors
Illinois
$1.06M +$1.06M +20,994 New
PWIA
61
Porter White Investment Advisors
Alabama
$952K +$657K +12,989 +223%
IFA
62
Index Fund Advisors
California
$812K -$66.1K -1,307 -8%
SCA
63
Strathmore Capital Advisors
North Carolina
$713K +$713K +14,091 New
BPA
64
Beacon Pointe Advisors
California
$673K +$673K +13,301 New
CWM
65
Core Wealth Management
Florida
$585K -$2.06M -40,813 -78%
CW
66
Curio Wealth
Maryland
$520K +$520K +10,288 New
SC
67
Schubert & Co
Texas
$472K +$60K +1,186 +15%
CPWM
68
Cypress Point Wealth Management
Texas
$432K -$19.1K -377 -4%
PAG
69
Private Advisor Group
New Jersey
$398K -$69.9K -1,381 -15%
LFGO
70
Legacy Financial Group (Oklahoma)
Oklahoma
$338K -$62.2K -1,229 -16%
PCIA
71
Prime Capital Investment Advisors
Kansas
$325K +$29K +573 +10%
AWA
72
Acorn Wealth Advisors
Michigan
$323K +$323K +6,390 New
EAM
73
Evanson Asset Management
California
$323K -$14.8K -292 -4%
VHAM
74
Van Hulzen Asset Management
California
$290K +$36.9K +730 +15%
LPL Financial
75
LPL Financial
California
$271K +$271K +5,362 New