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Dimensional Ultrashort Fixed Income ETF

192 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, 51 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

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

14% more funds holding

Funds holding: 168192 (+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: 2727 (0)

0.37% less ownership

Funds ownership: 65.59%65.21% (-0.37%)

Holders
192
Holders Change
+24
Holders Change %
+14.29%
% of All Funds
2.37%
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
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Everest Financial Group
Minnesota
$3.06M +$3.06M +60,381 New
ME
77
McIlrath & Eck
Washington
$3.04M +$1.04M +20,532 +52%
DB
78
Dravo Bay
Delaware
$2.98M -$1.4M -27,486 -32%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$2.87M -$61.1K -1,204 -2%
BH
80
Burk Holdings
Oklahoma
$2.54M +$51 +1 +0%
THL
81
Tillman Hartley LLC
Colorado
$2.5M +$2.51M +49,362 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$2.44M +$2.44M +48,158 New
AFP
83
ATLas Financial Planning
Georgia
$2.43M +$19.9K +393 +0.8%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.4M +$1.89M +37,242 +366%
ACM
85
Aspen Capital Management
Idaho
$2.4M +$2.41M +47,403 New
CWM
86
Core Wealth Management
Florida
$2.37M +$1.27M +24,962 +114%
SIM
87
Studio Investment Management
Illinois
$2.31M +$243K +4,792 +12%
LPL Financial
88
LPL Financial
California
$2.17M +$1.45M +28,582 +200%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.04M +$10.8K +212 +0.5%
BJB
90
Broadhurst Jeffrey B
$2M +$139K +2,738 +7%
LI
91
LRI Investments
Florida
$1.99M +$325K +6,406 +20%
AC
92
Applied Capital
Arkansas
$1.97M -$1.02M -20,130 -34%
FWM
93
Forza Wealth Management
Florida
$1.94M +$685K +13,500 +55%
MWP
94
Meredith Wealth Planning
Illinois
$1.84M +$884K +17,410 +92%
AWM
95
Apollon Wealth Management
South Carolina
$1.8M -$1.52M -30,000 -46%
HighTower Advisors
96
HighTower Advisors
Illinois
$1.79M +$349K +6,868 +24%
MWM
97
McCartney Wealth Management
Missouri
$1.71M -$72.9K -1,437 -4%
CF
98
Claris Financial
Virginia
$1.71M +$8.93K +176 +0.5%
BWP
99
Balboa Wealth Partners
Arizona
$1.65M +$122K +2,395 +8%
RLIM
100
Red Lighthouse Investment Management
New York
$1.53M +$245K +4,832 +19%