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Dimensional Ultrashort Fixed Income ETF

126 hedge funds and large institutions have $708M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
1.69%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
23
Increased
69
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
101
Kiker Wealth Management
Georgia
$299K 5,900 +5,900 New
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$292K 5,746 +5,746 New
FFG
103
First Financial Group
North Carolina
$270K 5,325 +170 +3%
AFA
104
Alpha Financial Advisors
North Carolina
$265K 5,230
EH
105
Equitable Holdings
New York
$254K 5,000 +5,000 New
VWA
106
VSM Wealth Advisory
Maryland
$246K 4,841 -217 -4%
AAS
107
Avantax Advisory Services
Texas
$243K 4,797 +278 +6%
GS
108
GTS Securities
New York
$242K 4,768 +4,768 New
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$236K 4,653 -1,465 -24%
DWM
110
Destination Wealth Management
California
$235K 4,638 +4,638 New
FWP
111
Firethorn Wealth Partners
Georgia
$215K 4,228 +4,228 New
EP
112
Essential Planning
New Hampshire
$209K 4,121 +36 +0.9%
BTWM
113
Baker Tilly Wealth Management
Wisconsin
$205K 4,047 +44 +1%
ACA
114
Aptus Capital Advisors
Alabama
$99.6K 1,962 +1 +0.1%
LWMI
115
Legacy Wealth Management (Idaho)
Idaho
$92K 1,813
LIS
116
Legacy Investment Solutions
Idaho
$92K 1,813 +1,813 New
SFCL
117
Strengthening Families & Communities LLC
Massachusetts
$67.6K 1,332 +14 +1%
Osaic Holdings
118
Osaic Holdings
Arizona
$58.3K 1,148 +9 +0.8%
Bank of America
119
Bank of America
North Carolina
$58.1K 1,145 +1,145 New
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$40.4K 796 -8,054 -91%
MG
121
MilWealth Group
Wisconsin
$18.7K 369 -1,018 -73%
CAL
122
Capital Analysts LLC
Pennsylvania
$16K 305 +3 +1%
SC
123
Stephens Consulting
Michigan
$9.39K 185 +185 New
MCA
124
Maryland Capital Advisors
Maryland
$3.4K 67 +17 +34%
SN
125
Sittner & Nelson
Oregon
$3.4K 67 -48 -42%