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Dimensional Ultrashort Fixed Income ETF
DUSB

170 hedge funds and large institutions have $1.1B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

38% more capital invested

Capital invested by funds: $798M → $1.1B (+$301M)

29% more funds holding in top 10

Funds holding in top 10: 21 → 27 (+6)

22% more funds holding

Funds holding: 139 → 170 (+31)

11.19% more ownership

Funds ownership: 54.61% → 65.8% (+11%)

Holders
170
Holders Change
+31
Holders Change %
+22.3%
% of All Funds
2.07%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
41
Increased
77
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VT
Vise Technologies
New York
+$44M
2
PMIM
Prudent Man Investment Management
Colorado
+$23.5M
3
PCI
Planning Center Inc
Illinois
+$17.6M
4
RFP
Root Financial Partners
California
+$16.7M
5
TWM
Tumwater Wealth Management
Idaho
+$7.93M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.24M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$6.9M
3
MSWM
Master's Wealth Management
Pennsylvania
-$6.63M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
DB
51
Dravo Bay
Delaware
$4.37M +$205K +4,035 +5%
KAS
52
Kestra Advisory Services
Texas
$4.36M -$274K -5,402 -6%
DAS
53
Dynamic Advisor Solutions
Arizona
$4.34M +$3.92M +77,267 +928%
Jane Street
54
Jane Street
New York
$4.09M -$1.79M -35,217 -30%
CWP
55
Concord Wealth Partners
Virginia
$4.05M +$911K +17,950 +29%
BFA
56
Bright Financial Advisors
Michigan
$4.02M -$215K -4,243 -5%
BPA
57
Beacon Pointe Advisors
California
$3.76M +$57.7K +1,136 +2%
SCA
58
Strathmore Capital Advisors
North Carolina
$3.63M +$3M +59,146 +471%
QFA
59
Quantum Financial Advisors
California
$3.49M – – –
GOCP
60
Great Oak Capital Partners
Massachusetts
$3.36M +$179K +3,521 +6%
VW
61
Vance Wealth
California
$3.35M +$442K +8,698 +15%
AWM
62
Apollon Wealth Management
South Carolina
$3.32M -$50.8K -1,000 -2%
FWM
63
FMB Wealth Management
California
$3.17M +$19.1K +377 +0.6%
AC
64
Applied Capital
Arkansas
$2.99M -$1.39M -27,437 -32%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$2.93M -$15.4K -303 -0.5%
Raymond James Financial
66
Raymond James Financial
Florida
$2.8M +$2.81M +55,333 New
VPWA
67
Vestia Personal Wealth Advisors
Indiana
$2.76M -$1.08M -21,306 -28%
FH
68
Financial Harvest
Florida
$2.75M -$274K -5,401 -9%
NWM
69
Navigoe Wealth Management
California
$2.65M +$344K +6,785 +15%
FFA
70
Farther Finance Advisors
California
$2.62M +$2.12M +41,727 +419%
BH
71
Burk Holdings
Oklahoma
$2.54M +$2.54M +50,056 New
AFP
72
ATLas Financial Planning
Georgia
$2.41M +$2.41M +47,548 New
Goldman Sachs
73
Goldman Sachs
New York
$2.38M +$2.39M +46,988 New
DWM
74
DWR Wealth Management
California
$2.36M +$2.36M +46,539 New
TM
75
Torren Management
California
$2.35M +$2.36M +46,473 New
1 2
3
4 5

DUSB Hedge Fund Activity: Q4 2025 in Review

170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2025, worth a combined $1.1B — up 38% from $798M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DUSB positions and 8 closed out — a net gain of 33 holders — while 77 added to existing stakes and 41 trimmed.

The largest buyer was Vise Technologies, adding an estimated $44M. The largest seller was Envestnet Asset Management, cutting an estimated $7.24M.

  • 170 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $1.1B of Dimensional Ultrashort Fixed Income ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 41 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2025 and 8 closed out, a net change of +33 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $44M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2025.