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Dimensional Ultrashort Fixed Income ETF

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
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
SIM
76
Studio Investment Management
Illinois
$665K
LOPW
77
Live Oak Private Wealth
North Carolina
$638K
LI
78
LRI Investments
Florida
$595K
PFA
79
Pure Financial Advisors
California
$548K
CW
80
Curio Wealth
Maryland
$520K
CWM
81
Cahill Wealth Management
Michigan
$504K
FC
82
Family CFO
California
$481K
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$449K
CPWM
84
Cypress Point Wealth Management
Texas
$435K
PAG
85
Private Advisor Group
New Jersey
$402K
Comerica Bank
86
Comerica Bank
Texas
$372K
PCIA
87
Prime Capital Investment Advisors
Kansas
$359K
EAM
88
Evanson Asset Management
California
$326K
LFGO
89
Legacy Financial Group (Oklahoma)
Oklahoma
$310K
FFA
90
Farther Finance Advisors
California
$308K
WCWM
91
Willow Creek Wealth Management
California
$290K
FFG
92
First Financial Group
North Carolina
$276K
LPL Financial
93
LPL Financial
California
$274K
AFA
94
Alpha Financial Advisors
North Carolina
$265K
VWA
95
VSM Wealth Advisory
Maryland
$257K
PL
96
Plancorp LLC
Missouri
$250K
VHAM
97
Van Hulzen Asset Management
California
$240K
AAS
98
Avantax Advisory Services
Texas
$229K
VPWA
99
Vestia Personal Wealth Advisors
Indiana
$223K
EP
100
Essential Planning
New Hampshire
$207K