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Dimensional Ultrashort Fixed Income ETF

161 hedge funds and large institutions have $1.08B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
76
Family CFO
California
$1.97M
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.94M
MWM
78
McCartney Wealth Management
Missouri
$1.78M
CF
79
Claris Financial
Virginia
$1.7M
LI
80
LRI Investments
Florida
$1.66M
XPN
81
XY Planning Network
Montana
$1.65M
Financial Engines Advisors
82
Financial Engines Advisors
California
$1.6M
BWP
83
Balboa Wealth Partners
Arizona
$1.53M
PIAS
84
PCA Investment Advisory Services
Ohio
$1.48M
HighTower Advisors
85
HighTower Advisors
Illinois
$1.44M
GWMT
86
Guardian Wealth Management (Tennessee)
Tennessee
$1.38M
RLIM
87
Red Lighthouse Investment Management
New York
$1.29M
PWIA
88
Porter White Investment Advisors
Alabama
$1.25M
FWM
89
Forza Wealth Management
Florida
$1.25M
SAI
90
Savvy Advisors Inc
New York
$1.24M
MGW
91
MB Generational Wealth
Washington
$1.2M
PA
92
PFG Advisors
Arizona
$1.12M
CWM
93
Core Wealth Management
Florida
$1.11M
AC
94
Apella Capital
Connecticut
$1.08M
WWWM
95
White Wing Wealth Management
Texas
$1.03M
MML Investors Services
96
MML Investors Services
Massachusetts
$1.01M
MMA
97
Miracle Mile Advisors
California
$996K
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$979K
SWM
99
SpringVest Wealth Management
Texas
$972K
MWP
100
Meredith Wealth Planning
Illinois
$957K