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Dimensional Ultrashort Fixed Income ETF

126 hedge funds and large institutions have $708M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.41M
2 +$8.84M
3 +$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.34M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

1 -$8.84M
2 -$3.67M
3 -$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
IFA
52
Index Fund Advisors
California
$2.29M
PIAS
53
PCA Investment Advisory Services
Ohio
$2.16M
NWM
54
Navigoe Wealth Management
California
$2.06M
Betterment LLC
55
Betterment LLC
New York
$1.81M
XPN
56
XY Planning Network
Montana
$1.77M
KPP
57
Kings Path Partners
Texas
$1.71M
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.58M
CSP
59
Cary Street Partners
Virginia
$1.51M
RCAG
60
Rehmann Capital Advisory Group
Michigan
$1.41M
WCM
61
Warburton Capital Management
Oklahoma
$1.39M
PWM
62
Parkworth Wealth Management
California
$1.35M
SIM
63
Stratos Investment Management
Ohio
$1.35M
MWP
64
Meredith Wealth Planning
Illinois
$1.31M
MPW
65
MASECO Private Wealth
$1.28M
LOPW
66
Live Oak Private Wealth
North Carolina
$1.2M
CWM
67
Core Wealth Management
Florida
$1.18M
PWIA
68
Porter White Investment Advisors
Alabama
$1.15M
BOC
69
Blue Oak Capital
California
$1.15M
HighTower Advisors
70
HighTower Advisors
Illinois
$1.15M
LPL Financial
71
LPL Financial
California
$1.08M
PWM
72
PBMares Wealth Management
Virginia
$1.04M
VW
73
Vance Wealth
California
$979K
BPA
74
Beacon Pointe Advisors
California
$944K
SWA
75
ShankerValleau Wealth Advisors
Illinois
$876K