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Dimensional Ultrashort Fixed Income ETF

190 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 32 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
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
PIAS
101
PCA Investment Advisory Services
Ohio
$1.49M
XPN
102
XY Planning Network
Montana
$1.47M
MGW
103
MB Generational Wealth
Washington
$1.45M
SAI
104
Savvy Advisors Inc
New York
$1.45M
CW
105
Curio Wealth
Maryland
$1.44M
Financial Engines Advisors
106
Financial Engines Advisors
California
$1.42M
FC
107
Family CFO
California
$1.41M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.26M
PA
109
PFG Advisors
Arizona
$1.25M
WWWM
110
White Wing Wealth Management
Texas
$1.23M
SWM
111
SpringVest Wealth Management
Texas
$1.13M
PWIA
112
Porter White Investment Advisors
Alabama
$1.13M
SF
113
SageOak Financial
Oklahoma
$1.04M
MML Investors Services
114
MML Investors Services
Massachusetts
$1.01M
LOPW
115
Live Oak Private Wealth
North Carolina
$965K
CSP
116
Cary Street Partners
Virginia
$935K
GWMT
117
Guardian Wealth Management (Tennessee)
Tennessee
$916K
MSF
118
Mustard Seed Financial
Arkansas
$912K
PA
119
ProCore Advisors
California
$897K
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$873K
KCWM
121
Kane Co Wealth Management
Iowa
$862K
AF
122
Allworth Financial
California
$861K
VP
123
Verum Partners
North Carolina
$848K
DFS
124
Demming Financial Services
Ohio
$835K
EP
125
Essential Planning
New Hampshire
$735K