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Dimensional Ultrashort Fixed Income ETF
DUSB

170 hedge funds and large institutions have $1.1B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

38% more capital invested

Capital invested by funds: $798M → $1.1B (+$301M)

29% more funds holding in top 10

Funds holding in top 10: 21 → 27 (+6)

22% more funds holding

Funds holding: 139 → 170 (+31)

11.19% more ownership

Funds ownership: 54.61% → 65.8% (+11%)

Holders
170
Holders Change
+31
Holders Change %
+22.3%
% of All Funds
2.07%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
41
Increased
77
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VT
Vise Technologies
New York
+$44M
2
PMIM
Prudent Man Investment Management
Colorado
+$23.5M
3
PCI
Planning Center Inc
Illinois
+$17.6M
4
RFP
Root Financial Partners
California
+$16.7M
5
TWM
Tumwater Wealth Management
Idaho
+$7.93M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.24M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$6.9M
3
MSWM
Master's Wealth Management
Pennsylvania
-$6.63M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFI
76
Outbound Financial Inc
Colorado
$2.16M +$226K +4,452 +12%
SIM
77
Studio Investment Management
Illinois
$2.06M +$690K +13,591 +50%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$2.03M +$2.03M +40,000 New
ME
79
McIlrath & Eck
Washington
$2M +$2M +39,429 New
FC
80
Family CFO
California
$1.97M +$666K +13,126 +51%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.94M +$529K +10,424 +37%
BJB
82
Broadhurst Jeffrey B
$1.86M +$1.86M +36,672 New
MWM
83
McCartney Wealth Management
Missouri
$1.78M +$1.79M +35,177 New
CF
84
Claris Financial
Virginia
$1.7M +$1.29M +25,364 +311%
LI
85
LRI Investments
Florida
$1.66M +$436K +8,580 +35%
XPN
86
XY Planning Network
Montana
$1.65M -$110K -2,164 -6%
Financial Engines Advisors
87
Financial Engines Advisors
California
$1.6M +$179K +3,526 +13%
BWP
88
Balboa Wealth Partners
Arizona
$1.53M +$1.53M +30,232 New
PIAS
89
PCA Investment Advisory Services
Ohio
$1.48M -$558K -10,999 -27%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.44M -$240K -4,737 -14%
KPP
91
Kings Path Partners
Texas
$1.41M -$181K -3,569 -11%
GWMT
92
Guardian Wealth Management (Tennessee)
Tennessee
$1.38M +$1.38M +27,172 New
RLIM
93
Red Lighthouse Investment Management
New York
$1.29M +$357K +7,038 +38%
PWIA
94
Porter White Investment Advisors
Alabama
$1.25M +$680K +13,400 +118%
FWM
95
Forza Wealth Management
Florida
$1.25M +$1M +19,700 +394%
SAI
96
Savvy Advisors Inc
New York
$1.24M +$1.24M +24,442 New
MGW
97
MB Generational Wealth
Washington
$1.2M +$1.21M +23,776 New
Corient Private Wealth
98
Corient Private Wealth
Florida
$1.2M +$599K +11,800 +100%
PA
99
PFG Advisors
Arizona
$1.12M +$1.13M +22,186 New
CWM
100
Core Wealth Management
Florida
$1.11M -$154K -3,036 -12%
2 3
4
5 6

DUSB Hedge Fund Activity: Q4 2025 in Review

170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2025, worth a combined $1.1B — up 38% from $798M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DUSB positions and 8 closed out — a net gain of 33 holders — while 77 added to existing stakes and 41 trimmed.

The largest buyer was Vise Technologies, adding an estimated $44M. The largest seller was Envestnet Asset Management, cutting an estimated $7.24M.

  • 170 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $1.1B of Dimensional Ultrashort Fixed Income ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 41 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2025 and 8 closed out, a net change of +33 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $44M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2025.