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Dimensional Ultrashort Fixed Income ETF

133 hedge funds and large institutions have $783M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
76
Live Oak Private Wealth
North Carolina
$728K
LPL Financial
77
LPL Financial
California
$642K
SCA
78
Strathmore Capital Advisors
North Carolina
$638K
SWA
79
ShankerValleau Wealth Advisors
Illinois
$608K
AWA
80
Acorn Wealth Advisors
Michigan
$607K
Corient Private Wealth
81
Corient Private Wealth
Florida
$599K
HTWM
82
Hartmann Taylor Wealth Management
Texas
$589K
PWIA
83
Porter White Investment Advisors
Alabama
$575K
PFA
84
Pure Financial Advisors
California
$546K
TIAM2
85
Tru Independence Asset Management 2
Oregon
$541K
WCWM
86
Willow Creek Wealth Management
California
$530K
CW
87
Curio Wealth
Maryland
$522K
FFA
88
Farther Finance Advisors
California
$505K
SC
89
Schubert & Co
Texas
$484K
MSFS
90
Main Street Financial Solutions
Pennsylvania
$436K
DAS
91
Dynamic Advisor Solutions
Arizona
$423K
RCAG
92
Rehmann Capital Advisory Group
Michigan
$419K
VHAM
93
Van Hulzen Asset Management
California
$413K
AC
94
Apella Capital
Connecticut
$401K
CPWM
95
Cypress Point Wealth Management
Texas
$384K
Comerica Bank
96
Comerica Bank
Texas
$373K
PCIA
97
Prime Capital Investment Advisors
Kansas
$359K
GWA
98
Geometric Wealth Advisors
District of Columbia
$350K
CFP
99
Cypress Financial Planning
New Jersey
$342K
EAM
100
Evanson Asset Management
California
$329K