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Dimensional Ultrashort Fixed Income ETF

166 hedge funds and large institutions have $1.09B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$979K
SWM
102
SpringVest Wealth Management
Texas
$972K
MWP
103
Meredith Wealth Planning
Illinois
$957K
LWM
104
LJI Wealth Management
Indiana
$950K
MSWM
105
Master's Wealth Management
Pennsylvania
$869K
CSP
106
Cary Street Partners
Virginia
$772K
DFS
107
Demming Financial Services
Ohio
$762K
LOPW
108
Live Oak Private Wealth
North Carolina
$726K
LPL Financial
109
LPL Financial
California
$724K
KCWM
110
Kane Co Wealth Management
Iowa
$720K
TP
111
Trailhead Planners
Minnesota
$699K
ACA
112
Aptus Capital Advisors
Alabama
$649K
CW
113
Curio Wealth
Maryland
$615K
CFP
114
Cypress Financial Planning
New Jersey
$597K
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$596K
HTWM
116
Hartmann Taylor Wealth Management
Texas
$532K
Osaic Holdings
117
Osaic Holdings
Arizona
$515K
SWA
118
ShankerValleau Wealth Advisors
Illinois
$482K
EP
119
Essential Planning
New Hampshire
$464K
PFA
120
Pure Financial Advisors
California
$443K
FTUS
121
Flow Traders U.S.
New York
$418K
RCAG
122
Rehmann Capital Advisory Group
Michigan
$415K
SC
123
Schubert & Co
Texas
$399K
Wells Fargo
124
Wells Fargo
California
$393K
VHAM
125
Van Hulzen Asset Management
California
$392K