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Dimensional Ultrashort Fixed Income ETF
DUSB

194 hedge funds and large institutions have $1.2B invested in Dimensional Ultrashort Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 52 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 52

14% more funds holding

Funds holding: 170 → 194 (+24)

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$104M)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

0.4% less ownership

Funds ownership: 65.8% → 65.4% (-0.4%)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
2.39%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
33
Increased
97
Reduced
52
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Avestar Capital
New York
+$13.9M
2
RFP
Root Financial Partners
California
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.8M
4
CL
Choreo LLC
Illinois
+$7.4M
5
PCI
Planning Center Inc
Illinois
+$6.89M

Top Sellers

1
PA
ProCore Advisors
California
-$10.7M
2
JAWA
John A. Wolfe & Associates
Michigan
-$7.17M
3
MWM
Moran Wealth Management
Florida
-$5.6M
4
CPIG
Chicago Partners Investment Group
Illinois
-$4.85M
5
FPI
Financial Plan Inc
Washington
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
51
Apella Capital
Connecticut
$4.79M +$3.7M +72,893 +342%
AIA
52
AssuredPartners Investment Advisors
Florida
$4.66M +$101K +1,985 +2%
DAS
53
Dynamic Advisor Solutions
Arizona
$4.63M +$288K +5,673 +7%
CA
54
Clune & Associates
Illinois
$4.63M -$828K -16,315 -15%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$4.56M -$457K -9,011 -9%
Citadel Advisors
56
Citadel Advisors
Florida
$4.45M -$1.27M -24,944 -22%
KAS
57
Kestra Advisory Services
Texas
$4.21M -$158K -3,121 -4%
Raymond James Financial
58
Raymond James Financial
Florida
$4.18M +$1.37M +27,077 +49%
CMP
59
Coston McIsaac & Partners
Maine
$4.17M -$480K -9,464 -10%
BFA
60
Bright Financial Advisors
Michigan
$4.16M +$130K +2,571 +3%
CWP
61
Concord Wealth Partners
Virginia
$4.07M +$16.2K +320 +0.4%
FFA
62
Farther Finance Advisors
California
$3.9M +$1.28M +25,272 +49%
NWM
63
Navigoe Wealth Management
California
$3.77M +$1.12M +22,064 +42%
FH
64
Financial Harvest
Florida
$3.76M +$1.01M +19,983 +37%
GOCP
65
Great Oak Capital Partners
Massachusetts
$3.76M +$395K +7,785 +12%
SCA
66
Strathmore Capital Advisors
North Carolina
$3.67M +$31.9K +629 +0.9%
TRCT
67
Tower Research Capital (TRC)
New York
$3.67M +$3.36M +66,216 +1,081%
FTUS
68
Flow Traders U.S.
New York
$3.51M +$3.1M +61,022 +740%
DWM
69
DWR Wealth Management
California
$3.46M +$1.11M +21,802 +47%
GWM
70
GK Wealth Management
Nevada
$3.46M +$3.47M +68,341 New
OCA
71
Optimus Capital Advisors
Texas
$3.46M -$1.94M -38,208 -36%
MWM
72
Moran Wealth Management
Florida
$3.32M -$5.6M -110,401 -63%
VPWA
73
Vestia Personal Wealth Advisors
Indiana
$3.27M +$503K +9,916 +18%
QFA
74
Quantum Financial Advisors
California
$3.17M -$331K -6,531 -9%
FWM
75
FMB Wealth Management
California
$3.16M -$17.3K -341 -0.5%
1 2
3
4 5

DUSB Hedge Fund Activity: Q1 2026 in Review

194 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2026, worth a combined $1.2B — up 9.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DUSB positions and 6 closed out — a net gain of 27 holders — while 97 added to existing stakes and 52 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $13.9M. The largest seller was ProCore Advisors, cutting an estimated $10.7M.

  • 194 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2026, up from 170 in Q4 2025.
  • Funds reported $1.2B of Dimensional Ultrashort Fixed Income ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 33 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2026 and 6 closed out, a net change of +27 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2026 was Avestar Capital, an estimated $13.9M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2026.