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Dimensional Ultrashort Fixed Income ETF

90 hedge funds and large institutions have $550M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.2%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.17%
New
37
Increased
38
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
76
Pure Financial Advisors
California
$266K +$266K +5,265 New
VPWA
77
Vestia Personal Wealth Advisors
Indiana
$263K +$263K +5,189 New
VWA
78
VSM Wealth Advisory
Maryland
$250K +$250K +4,937 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$242K +$242K +4,790 New
MG
80
MilWealth Group
Wisconsin
$235K +$235K +4,636 New
AAS
81
Avantax Advisory Services
Texas
$213K +$213K +4,201 New
SIM
82
Studio Investment Management
Illinois
$188K +$188K +3,725 New
LG
83
LAM Group
Oregon
$158K +$53.1K +1,050 +50%
Comerica Bank
84
Comerica Bank
Texas
$101K +$101K +2,000 New
ACA
85
Aptus Capital Advisors
Alabama
$97.6K +$3.79K +75 +4%
UBS Group
86
UBS Group
Switzerland
$83.2K +$83.2K +1,645 New
SFCL
87
Strengthening Families & Communities LLC
Massachusetts
$79K +$1.32K +26 +2%
AWM
88
AE Wealth Management
Kansas
$55K +$55K +1,088 New
AP
89
Aspect Partners
Virginia
$48.1K +$48.1K +951 New
HFS
90
Hantz Financial Services
Michigan
$5K +$5K +97 New
Jane Street
91
Jane Street
New York
-$2.86M -56,336 Closed
KSWWM
92
Keyes Stange & Wooten Wealth Management
Florida
-$616K -12,128 Closed
TSS
93
Two Sigma Securities
New York
-$410K -8,080 Closed
DWM
94
Diversify Wealth Management
Utah
-$209K -4,122 Closed
HGA
95
Hobbs Group Advisors
South Carolina
-$102K -2,000 Closed