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Dimensional Ultrashort Fixed Income ETF

138 hedge funds and large institutions have $796M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

12% more capital invested

Capital invested by funds: $709M → $796M (+$87.9M)

10% more funds holding

Funds holding: 126138 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.07% less ownership

Funds ownership: 54.54%54.48% (-0.07%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
28
Increased
66
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
76
Red Lighthouse Investment Management
New York
$933K +$301K +5,935 +48%
FTUS
77
Flow Traders U.S.
New York
$875K +$875K +17,239 New
WWWM
78
White Wing Wealth Management
Texas
$862K +$282K +5,556 +49%
LOPW
79
Live Oak Private Wealth
North Carolina
$728K -$476K -9,372 -40%
LPL Financial
80
LPL Financial
California
$642K -$442K -8,697 -41%
SCA
81
Strathmore Capital Advisors
North Carolina
$638K +$2.03K +40 +0.3%
SWA
82
ShankerValleau Wealth Advisors
Illinois
$608K -$268K -5,286 -31%
AWA
83
Acorn Wealth Advisors
Michigan
$607K +$50.2K +988 +9%
Corient Private Wealth
84
Corient Private Wealth
Florida
$599K +$599K +11,800 New
HTWM
85
Hartmann Taylor Wealth Management
Texas
$589K -$137K -2,695 -19%
PWIA
86
Porter White Investment Advisors
Alabama
$575K -$580K -11,419 -50%
PFA
87
Pure Financial Advisors
California
$546K +$305 +6 +0.1%
TIAM2
88
Tru Independence Asset Management 2
Oregon
$541K +$541K +10,649 New
WCWM
89
Willow Creek Wealth Management
California
$530K +$55.3K +1,088 +12%
CW
90
Curio Wealth
Maryland
$522K
FFA
91
Farther Finance Advisors
California
$505K +$609 +12 +0.1%
SC
92
Schubert & Co
Texas
$484K -$370K -7,295 -43%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$436K +$74.9K +1,475 +21%
DAS
94
Dynamic Advisor Solutions
Arizona
$423K +$121K +2,380 +40%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$419K -$996K -19,613 -70%
CF
96
Claris Financial
Virginia
$414K +$414K +8,152 New
VHAM
97
Van Hulzen Asset Management
California
$413K +$413K +8,130 New
AC
98
Apella Capital
Connecticut
$401K -$350K -6,893 -47%
CPWM
99
Cypress Point Wealth Management
Texas
$384K -$54.4K -1,072 -12%
Comerica Bank
100
Comerica Bank
Texas
$373K -$7.42K -146 -2%