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Dimensional Ultrashort Fixed Income ETF

138 hedge funds and large institutions have $796M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

12% more capital invested

Capital invested by funds: $709M → $796M (+$87.9M)

10% more funds holding

Funds holding: 126138 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.07% less ownership

Funds ownership: 54.54%54.48% (-0.07%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
28
Increased
66
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GOCP
51
Great Oak Capital Partners
Massachusetts
$3.18M +$22.3K +440 +0.7%
FWM
52
FMB Wealth Management
California
$3.16M +$450K +8,859 +17%
CWP
53
Concord Wealth Partners
Virginia
$3.15M -$341K -6,718 -10%
FH
54
Financial Harvest
Florida
$3.03M +$424K +8,347 +16%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$2.96M
VW
56
Vance Wealth
California
$2.91M +$1.93M +38,080 +197%
NWM
57
Navigoe Wealth Management
California
$2.31M +$247K +4,869 +12%
IFA
58
Index Fund Advisors
California
$2.26M -$28.4K -560 -1%
PIAS
59
PCA Investment Advisory Services
Ohio
$2.04M -$114K -2,238 -5%
XPN
60
XY Planning Network
Montana
$1.77M
HighTower Advisors
61
HighTower Advisors
Illinois
$1.68M +$536K +10,562 +47%
KPP
62
Kings Path Partners
Texas
$1.6M -$115K -2,268 -7%
CSP
63
Cary Street Partners
Virginia
$1.53M +$19K +375 +1%
Financial Engines Advisors
64
Financial Engines Advisors
California
$1.42M +$679K +13,373 +91%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.41M -$168K -3,314 -11%
SIM
66
Studio Investment Management
Illinois
$1.38M +$542K +10,669 +65%
FC
67
Family CFO
California
$1.31M +$525K +10,335 +67%
CWM
68
Core Wealth Management
Florida
$1.26M +$80.5K +1,586 +7%
LI
69
LRI Investments
Florida
$1.23M +$636K +12,533 +107%
SWM
70
SpringVest Wealth Management
Texas
$1.09M +$1.09M +21,552 New
PWM
71
PBMares Wealth Management
Virginia
$1.05M +$7.06K +139 +0.7%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.01M +$1.01M +19,965 New
MMA
73
Miracle Mile Advisors
California
$1.01M +$1.01M +19,842 New
EC
74
Eaton-Cambridge
Arizona
$1M +$1M +19,697 New
MWP
75
Meredith Wealth Planning
Illinois
$962K -$348K -6,846 -27%