Dimensional Ultrashort Fixed Income ETF
DUSB
111 hedge funds and large institutions have $621M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
139% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 23
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
23% more funds holding
Funds holding: 90 → 111 (+21)
13% more capital invested
Capital invested by funds: $550M → $621M (+$71.1M)
7.28% less ownership
Funds ownership: 61.82% → 54.54% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$15.5M |
| 2 |
SHFA
SC&H Financial Advisors
Sparks,
Maryland
|
+$13M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$8.11M |
| 4 |
RFP
Root Financial Partners
Encinitas,
California
|
+$7.14M |
| 5 |
SIC
SJS Investment Consulting
Sylvania,
Ohio
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
-$7.32M |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$6.31M |
| 3 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$5.25M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$5.12M |
| 5 |
FH
Financial Harvest
Winter Park,
Florida
|
-$4.79M |
DUSB Hedge Fund Activity: Q1 2025 in Review
111 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2025, worth a combined $621M — up 13% from $550M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DUSB positions and 7 closed out — a net gain of 23 holders — while 55 added to existing stakes and 23 trimmed.
The largest buyer was Planning Center Inc, adding an estimated $15.5M. The largest seller was ShankerValleau Wealth Advisors, cutting an estimated $7.32M.
- 111 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2025, up from 90 in Q4 2024.
- Funds reported $621M of Dimensional Ultrashort Fixed Income ETF stock for Q1 2025, up 13% quarter-over-quarter.
- 30 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2025 and 7 closed out, a net change of +23 holders.
- The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2025 was Planning Center Inc, an estimated $15.5M added.
- The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2025 was ShankerValleau Wealth Advisors, an estimated $7.32M sold.
Based on aggregated 13F filings for Q1 2025.