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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
+21
Holders Change %
+23.33%
% of All Funds
1.51%
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
Name Holding Trade Value Shares
Change
Shares
Change %
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 -$1.78B -10,285 -100%
CWM
81
Cahill Wealth Management
Michigan
$504K +$504K +9,933 New
FC
82
Family CFO
California
$481K +$481K +9,483 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
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 +$276K +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%