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Dimensional Ultrashort Fixed Income ETF
DUSB

127 hedge funds and large institutions have $710M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

14% more funds holding

Funds holding: 111 → 127 (+16)

14% more capital invested

Capital invested by funds: $621M → $710M (+$88.8M)

0.14% more ownership

Funds ownership: 54.54% → 54.68% (+0.14%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.67%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
24
Increased
69
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Moran Wealth Management
Florida
+$9.41M
2
TC
TAGStone Capital
North Carolina
+$8.82M
3
PCI
Planning Center Inc
Illinois
+$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.33M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

Rank Fund Capital Flow
1
MSWMA
Market Street Wealth Management Advisors
Indiana
-$8.84M
2
WCM
Warburton Capital Management
Oklahoma
-$3.67M
3
AWA
Arkadios Wealth Advisors
Georgia
-$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
5
WC
Wolfstich Capital
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
ShankerValleau Wealth Advisors
Illinois
$876K -$1.04M -20,406 -54%
FFM
77
Forum Financial Management
Illinois
$855K +$18.2K +359 +2%
SC
78
Schubert & Co
Texas
$854K +$9.18K +181 +1%
SIM
79
Studio Investment Management
Illinois
$836K +$171K +3,366 +26%
MWA
80
Mills Wealth Advisors
Texas
$824K -$279K -5,491 -25%
FC
81
Family CFO
California
$785K +$303K +5,977 +63%
AC
82
Apella Capital
Connecticut
$751K – – –
Financial Engines Advisors
83
Financial Engines Advisors
California
$745K +$744K +14,674 New
HTWM
84
Hartmann Taylor Wealth Management
Texas
$725K -$30.4K -600 -4%
SCA
85
Strathmore Capital Advisors
North Carolina
$636K +$635K +12,522 New
RLIM
86
Red Lighthouse Investment Management
New York
$632K +$631K +12,446 New
LI
87
LRI Investments
Florida
$596K – – –
WWWM
88
White Wing Wealth Management
Texas
$580K -$236K -4,649 -29%
AWA
89
Acorn Wealth Advisors
Michigan
$556K -$144K -2,846 -21%
VPWA
90
Vestia Personal Wealth Advisors
Indiana
$552K +$330K +6,496 +148%
PFA
91
Pure Financial Advisors
California
$546K -$2.08K -41 -0.4%
CW
92
Curio Wealth
Maryland
$522K +$522K +10,285 +342,833%
FFA
93
Farther Finance Advisors
California
$504K +$196K +3,869 +64%
WCWM
94
Willow Creek Wealth Management
California
$475K +$184K +3,627 +63%
CPWM
95
Cypress Point Wealth Management
Texas
$438K +$2.79K +55 +0.6%
PAG
96
Private Advisor Group
New Jersey
$406K +$3.4K +67 +0.8%
Comerica Bank
97
Comerica Bank
Texas
$380K +$7.41K +146 +2%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$360K +$360K +7,102 New
PCIA
99
Prime Capital Investment Advisors
Kansas
$359K – – –
EAM
100
Evanson Asset Management
California
$328K +$2.69K +53 +0.8%
2 3
4
5 6

DUSB Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2025, worth a combined $710M — up 14% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DUSB positions and 7 closed out — a net gain of 17 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was Moran Wealth Management, opening a new position worth an estimated $9.41M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $8.84M.

  • 127 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $710M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2025 and 7 closed out, a net change of +17 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2025 was Moran Wealth Management, an estimated $9.41M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2025 was Market Street Wealth Management Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2025.