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Dimensional Ultrashort Fixed Income ETF

126 hedge funds and large institutions have $708M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.41M
2 +$8.84M
3 +$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.34M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

1 -$8.84M
2 -$3.67M
3 -$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
FFM
76
Forum Financial Management
Illinois
$855K
SC
77
Schubert & Co
Texas
$854K
SIM
78
Studio Investment Management
Illinois
$836K
MWA
79
Mills Wealth Advisors
Texas
$824K
FC
80
Family CFO
California
$785K
AC
81
Apella Capital
Connecticut
$751K
Financial Engines Advisors
82
Financial Engines Advisors
California
$745K
HTWM
83
Hartmann Taylor Wealth Management
Texas
$725K
SCA
84
Strathmore Capital Advisors
North Carolina
$636K
RLIM
85
Red Lighthouse Investment Management
New York
$632K
LI
86
LRI Investments
Florida
$596K
WWWM
87
White Wing Wealth Management
Texas
$580K
AWA
88
Acorn Wealth Advisors
Michigan
$556K
VPWA
89
Vestia Personal Wealth Advisors
Indiana
$552K
PFA
90
Pure Financial Advisors
California
$546K
CW
91
Curio Wealth
Maryland
$522K
FFA
92
Farther Finance Advisors
California
$504K
WCWM
93
Willow Creek Wealth Management
California
$475K
CPWM
94
Cypress Point Wealth Management
Texas
$438K
PAG
95
Private Advisor Group
New Jersey
$406K
Comerica Bank
96
Comerica Bank
Texas
$380K
MSFS
97
Main Street Financial Solutions
Pennsylvania
$360K
PCIA
98
Prime Capital Investment Advisors
Kansas
$359K
EAM
99
Evanson Asset Management
California
$328K
DAS
100
Dynamic Advisor Solutions
Arizona
$302K