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Dimensional Ultrashort Fixed Income ETF
DUSB

127 hedge funds and large institutions have $710M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

14% more funds holding

Funds holding: 111 → 127 (+16)

14% more capital invested

Capital invested by funds: $621M → $710M (+$88.8M)

0.14% more ownership

Funds ownership: 54.54% → 54.68% (+0.14%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.67%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
24
Increased
69
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Moran Wealth Management
Florida
+$9.41M
2
TC
TAGStone Capital
North Carolina
+$8.82M
3
PCI
Planning Center Inc
Illinois
+$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.33M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

Rank Fund Capital Flow
1
MSWMA
Market Street Wealth Management Advisors
Indiana
-$8.84M
2
WCM
Warburton Capital Management
Oklahoma
-$3.67M
3
AWA
Arkadios Wealth Advisors
Georgia
-$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
5
WC
Wolfstich Capital
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
51
AssuredPartners Investment Advisors
Florida
$2.59M +$2.59M +51,027 New
IFA
52
Index Fund Advisors
California
$2.29M +$1.54M +30,380 +206%
PIAS
53
PCA Investment Advisory Services
Ohio
$2.16M +$101K +1,997 +5%
NWM
54
Navigoe Wealth Management
California
$2.06M -$124K -2,444 -6%
Betterment LLC
55
Betterment LLC
New York
$1.81M +$417K +8,221 +30%
XPN
56
XY Planning Network
Montana
$1.77M +$1.09M +21,475 +161%
KPP
57
Kings Path Partners
Texas
$1.71M -$541K -10,656 -24%
OFI
58
Outbound Financial Inc
Colorado
$1.7M +$1.7M +33,516 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.58M +$541K +10,669 +52%
CSP
60
Cary Street Partners
Virginia
$1.51M +$255K +5,033 +20%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$1.41M -$1.57K -31 -0.1%
WCM
62
Warburton Capital Management
Oklahoma
$1.39M -$3.67M -72,276 -72%
PWM
63
Parkworth Wealth Management
California
$1.35M -$640K -12,614 -32%
SIM
64
Stratos Investment Management
Ohio
$1.35M +$1.35M +26,519 New
MWP
65
Meredith Wealth Planning
Illinois
$1.31M +$325K +6,404 +33%
MPW
66
MASECO Private Wealth
$1.28M +$1.28M +25,140 New
LOPW
67
Live Oak Private Wealth
North Carolina
$1.2M +$565K +11,132 +89%
CWM
68
Core Wealth Management
Florida
$1.18M +$29.7K +585 +3%
PWIA
69
Porter White Investment Advisors
Alabama
$1.15M +$45.3K +893 +4%
BOC
70
Blue Oak Capital
California
$1.15M -$596K -11,747 -34%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.15M -$49.6K -978 -4%
LPL Financial
72
LPL Financial
California
$1.08M +$809K +15,943 +295%
PWM
73
PBMares Wealth Management
Virginia
$1.04M -$1.23M -24,209 -54%
VW
74
Vance Wealth
California
$979K -$85.7K -1,690 -8%
BPA
75
Beacon Pointe Advisors
California
$944K +$276K +5,439 +41%
1 2
3
4 5

DUSB Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2025, worth a combined $710M — up 14% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DUSB positions and 7 closed out — a net gain of 17 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was Moran Wealth Management, opening a new position worth an estimated $9.41M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $8.84M.

  • 127 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $710M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2025 and 7 closed out, a net change of +17 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2025 was Moran Wealth Management, an estimated $9.41M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2025 was Market Street Wealth Management Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2025.