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Dimensional Ultrashort Fixed Income ETF
DUSB

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.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

55% more funds holding

Funds holding: 58 → 90 (+32)

46% more capital invested

Capital invested by funds: $377M → $550M (+$174M)

8.44% more ownership

Funds ownership: 53.38% → 61.82% (+8.4%)

Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.19%
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
–

Top Buyers

Rank Fund Capital Flow
1
SWA
ShankerValleau Wealth Advisors
Illinois
+$9.23M
2
RFP
Root Financial Partners
California
+$7.63M
3
SHFA
SC&H Financial Advisors
Maryland
+$7.53M
4
SC
Savant Capital
Illinois
+$6.22M
5
EP
Essential Planning
New Hampshire
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$6.92M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$4.68M
3
Jane Street
Jane Street
New York
-$2.86M
4
CWM
Core Wealth Management
Florida
-$2.07M
5
KPP
Kings Path Partners
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
76
Pure Financial Advisors
California
$266K +$267K +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 +$243K +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 +$189K +3,725 New
LG
83
LAM Group
Oregon
$158K +$53.3K +1,050 +50%
Comerica Bank
84
Comerica Bank
Texas
$101K +$101K +2,000 New
ACA
85
Aptus Capital Advisors
Alabama
$97.6K +$3.81K +75 +4%
UBS Group
86
UBS Group
Switzerland
$83.2K +$83.5K +1,645 New
SFCL
87
Strengthening Families & Communities LLC
Massachusetts
$79K +$1.32K +26 +2%
AWM
88
AE Wealth Management
Kansas
$55K +$55.2K +1,088 New
AP
89
Aspect Partners
Virginia
$48.1K +$48.3K +951 New
HFS
90
Hantz Financial Services
Michigan
$5K +$4.92K +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
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DUSB Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2024, worth a combined $550M — up 46% from $377M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DUSB positions and 5 closed out — a net gain of 32 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was ShankerValleau Wealth Advisors, opening a new position worth an estimated $9.23M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.92M.

  • 90 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $550M of Dimensional Ultrashort Fixed Income ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 37 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +32 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2024 was ShankerValleau Wealth Advisors, an estimated $9.23M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2024 was Arkadios Wealth Advisors, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2024.