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Dimensional Ultrashort Fixed Income ETF
DUSB

111 hedge funds and large institutions have $621M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

23% more funds holding

Funds holding: 90 → 111 (+21)

13% more capital invested

Capital invested by funds: $550M → $621M (+$71.1M)

7.28% less ownership

Funds ownership: 61.82% → 54.54% (-7.3%)

Holders
111
Holders Change
+21
Holders Change %
+23.33%
% of All Funds
1.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
30
Increased
55
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCI
Planning Center Inc
Illinois
+$15.5M
2
SHFA
SC&H Financial Advisors
Maryland
+$13M
3
SC
Savant Capital
Illinois
+$8.11M
4
RFP
Root Financial Partners
California
+$7.14M
5
SIC
SJS Investment Consulting
Ohio
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
SWA
ShankerValleau Wealth Advisors
Illinois
-$7.32M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$6.31M
3
MWM
Moran Wealth Management
Florida
-$5.25M
4
EP
Essential Planning
New Hampshire
-$5.12M
5
FH
Financial Harvest
Florida
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
76
Studio Investment Management
Illinois
$665K +$476K +9,386 +252%
LOPW
77
Live Oak Private Wealth
North Carolina
$638K +$638K +12,578 New
LI
78
LRI Investments
Florida
$595K +$595K +11,735 New
PFA
79
Pure Financial Advisors
California
$548K +$281K +5,530 +105%
CW
80
Curio Wealth
Maryland
$520K -$522K -10,285 -100%
CWM
81
Cahill Wealth Management
Michigan
$504K +$504K +9,933 New
FC
82
Family CFO
California
$481K +$481K +9,483 New
JP Morgan Chase
83
JP Morgan Chase
New York
$449K +$449K +8,850 New
CPWM
84
Cypress Point Wealth Management
Texas
$435K +$2.13K +42 +0.5%
PAG
85
Private Advisor Group
New Jersey
$402K +$2.89K +57 +0.7%
Comerica Bank
86
Comerica Bank
Texas
$372K +$271K +5,340 +267%
PCIA
87
Prime Capital Investment Advisors
Kansas
$359K +$33K +651 +10%
EAM
88
Evanson Asset Management
California
$326K +$1.98K +39 +0.6%
LFGO
89
Legacy Financial Group (Oklahoma)
Oklahoma
$310K -$28.9K -570 -9%
FFA
90
Farther Finance Advisors
California
$308K +$308K +6,066 New
WCWM
91
Willow Creek Wealth Management
California
$290K +$290K +5,726 New
FFG
92
First Financial Group
North Carolina
$276K +$261K +5,155 New
LPL Financial
93
LPL Financial
California
$274K +$2.18K +43 +0.8%
AFA
94
Alpha Financial Advisors
North Carolina
$265K +$265K +5,230 New
VWA
95
VSM Wealth Advisory
Maryland
$257K +$6.14K +121 +2%
PL
96
Plancorp LLC
Missouri
$250K +$250K +4,932 New
VHAM
97
Van Hulzen Asset Management
California
$240K -$50.7K -1,000 -17%
AAS
98
Avantax Advisory Services
Texas
$229K +$16.1K +318 +8%
VPWA
99
Vestia Personal Wealth Advisors
Indiana
$223K -$40.7K -802 -15%
EP
100
Essential Planning
New Hampshire
$207K -$5.12M -100,867 -96%
1 2 3
4
5

DUSB Hedge Fund Activity: Q1 2025 in Review

111 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2025, worth a combined $621M — up 13% from $550M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DUSB positions and 7 closed out — a net gain of 23 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $15.5M. The largest seller was ShankerValleau Wealth Advisors, cutting an estimated $7.32M.

  • 111 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $621M of Dimensional Ultrashort Fixed Income ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 30 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2025 and 7 closed out, a net change of +23 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2025 was Planning Center Inc, an estimated $15.5M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2025 was ShankerValleau Wealth Advisors, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2025.