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Dimensional Ultrashort Fixed Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+21
Holders Change %
+23.33%
% of All Funds
1.51%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
30
Increased
55
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
51
ShankerValleau Wealth Advisors
Illinois
$1.91M -$7.32M -144,297 -79%
FWM
52
FMB Wealth Management
California
$1.81M -$39K -769 -2%
BOC
53
Blue Oak Capital
California
$1.75M +$1.75M +34,425 New
Creative Planning
54
Creative Planning
Kansas
$1.61M +$276K +5,434 +21%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$1.41M +$20.3K +401 +1%
Betterment LLC
56
Betterment LLC
New York
$1.4M +$99.3K +1,957 +8%
Jane Street
57
Jane Street
New York
$1.29M +$1.29M +25,451 New
CSP
58
Cary Street Partners
Virginia
$1.25M +$1.25M +24,678 New
HighTower Advisors
59
HighTower Advisors
Illinois
$1.2M -$321K -6,322 -21%
CWM
60
Core Wealth Management
Florida
$1.15M +$565K +11,139 +96%
PWIA
61
Porter White Investment Advisors
Alabama
$1.11M +$154K +3,043 +16%
MWA
62
Mills Wealth Advisors
Texas
$1.1M -$597K -11,767 -35%
VW
63
Vance Wealth
California
$1.06M +$1.06M +20,974 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.04M +$795K +15,679 +327%
MWP
65
Meredith Wealth Planning
Illinois
$984K -$381K -7,506 -28%
SC
66
Schubert & Co
Texas
$844K +$371K +7,323 +79%
FFM
67
Forum Financial Management
Illinois
$837K +$837K +16,496 New
WWWM
68
White Wing Wealth Management
Texas
$816K -$469K -9,233 -36%
FTUS
69
Flow Traders U.S.
New York
$813K -$391K -7,716 -32%
HTWM
70
Hartmann Taylor Wealth Management
Texas
$755K +$755K +14,890 New
AC
71
Apella Capital
Connecticut
$749K +$749K +14,782 New
IFA
72
Index Fund Advisors
California
$748K -$66.7K -1,315 -8%
AWA
73
Acorn Wealth Advisors
Michigan
$701K +$376K +7,420 +116%
XPN
74
XY Planning Network
Montana
$677K +$677K +13,350 New
BPA
75
Beacon Pointe Advisors
California
$667K -$7.41K -146 -1%