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Dimensional Ultrashort Fixed Income ETF
DUSB

194 hedge funds and large institutions have $1.2B invested in Dimensional Ultrashort Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 52 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 52

14% more funds holding

Funds holding: 170 → 194 (+24)

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$104M)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

0.4% less ownership

Funds ownership: 65.8% → 65.4% (-0.4%)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
2.39%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
33
Increased
97
Reduced
52
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Avestar Capital
New York
+$13.9M
2
RFP
Root Financial Partners
California
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.8M
4
CL
Choreo LLC
Illinois
+$7.4M
5
PCI
Planning Center Inc
Illinois
+$6.89M

Top Sellers

1
PA
ProCore Advisors
California
-$10.7M
2
JAWA
John A. Wolfe & Associates
Michigan
-$7.17M
3
MWM
Moran Wealth Management
Florida
-$5.6M
4
CPIG
Chicago Partners Investment Group
Illinois
-$4.85M
5
FPI
Financial Plan Inc
Washington
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
76
Everest Financial Group
Minnesota
$3.06M +$3.06M +60,381 New
ME
77
McIlrath & Eck
Washington
$3.04M +$1.04M +20,532 +52%
DB
78
Dravo Bay
Delaware
$2.98M -$1.4M -27,486 -32%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$2.87M -$61.1K -1,204 -2%
BH
80
Burk Holdings
Oklahoma
$2.54M +$51 +1 +0%
THL
81
Tillman Hartley LLC
Colorado
$2.5M +$2.51M +49,362 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$2.44M +$2.44M +48,158 New
AFP
83
ATLas Financial Planning
Georgia
$2.43M +$19.9K +393 +0.8%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.4M +$1.89M +37,242 +366%
ACM
85
Aspen Capital Management
Idaho
$2.4M +$2.41M +47,403 New
CWM
86
Core Wealth Management
Florida
$2.37M +$1.27M +24,962 +114%
SIM
87
Studio Investment Management
Illinois
$2.31M +$243K +4,792 +12%
LPL Financial
88
LPL Financial
California
$2.17M +$1.45M +28,582 +200%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.04M +$10.8K +212 +0.5%
OFI
90
Outbound Financial Inc
Colorado
$2M -$156K -3,066 -7%
BJB
91
Broadhurst Jeffrey B
$2M +$139K +2,738 +7%
LI
92
LRI Investments
Florida
$1.99M +$325K +6,406 +20%
AC
93
Applied Capital
Arkansas
$1.97M -$1.02M -20,130 -34%
FWM
94
Forza Wealth Management
Florida
$1.94M +$685K +13,500 +55%
MWP
95
Meredith Wealth Planning
Illinois
$1.84M +$884K +17,410 +92%
AWM
96
Apollon Wealth Management
South Carolina
$1.8M -$1.52M -30,000 -46%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.79M +$349K +6,868 +24%
MWM
98
McCartney Wealth Management
Missouri
$1.71M -$72.9K -1,437 -4%
CF
99
Claris Financial
Virginia
$1.71M +$8.93K +176 +0.5%
BWP
100
Balboa Wealth Partners
Arizona
$1.65M +$122K +2,395 +8%
2 3
4
5 6

DUSB Hedge Fund Activity: Q1 2026 in Review

194 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2026, worth a combined $1.2B — up 9.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DUSB positions and 6 closed out — a net gain of 27 holders — while 97 added to existing stakes and 52 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $13.9M. The largest seller was ProCore Advisors, cutting an estimated $10.7M.

  • 194 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2026, up from 170 in Q4 2025.
  • Funds reported $1.2B of Dimensional Ultrashort Fixed Income ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 33 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2026 and 6 closed out, a net change of +27 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2026 was Avestar Capital, an estimated $13.9M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2026.