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Dimensional Ultrashort Fixed Income ETF

127 hedge funds and large institutions have $710M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

14% more funds holding

Funds holding: 111127 (+16)

14% more capital invested

Capital invested by funds: $621M → $710M (+$88.8M)

0.14% more ownership

Funds ownership: 54.54%54.68% (+0.14%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.67%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
24
Increased
69
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$302K +$302K +5,947 New
KWM
102
Kiker Wealth Management
Georgia
$299K +$299K +5,900 New
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$292K +$292K +5,746 New
FFG
104
First Financial Group
North Carolina
$270K +$8.62K +170 +3%
AFA
105
Alpha Financial Advisors
North Carolina
$265K
EH
106
Equitable Holdings
New York
$254K +$254K +5,000 New
VWA
107
VSM Wealth Advisory
Maryland
$246K -$11K -217 -4%
AAS
108
Avantax Advisory Services
Texas
$243K +$14.1K +278 +6%
GS
109
GTS Securities
New York
$242K +$242K +4,768 New
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$236K -$74.3K -1,465 -24%
DWM
111
Destination Wealth Management
California
$235K +$235K +4,638 New
FWP
112
Firethorn Wealth Partners
Georgia
$215K +$214K +4,228 New
EP
113
Essential Planning
New Hampshire
$209K +$1.83K +36 +0.9%
BTWM
114
Baker Tilly Wealth Management
Wisconsin
$205K +$2.23K +44 +1%
Osaic Holdings
115
Osaic Holdings
Arizona
$112K +$53.8K +1,061 +93%
ACA
116
Aptus Capital Advisors
Alabama
$99.6K +$51 +1 +0.1%
LWMI
117
Legacy Wealth Management (Idaho)
Idaho
$92K
LIS
118
Legacy Investment Solutions
Idaho
$92K +$92K +1,813 New
SFCL
119
Strengthening Families & Communities LLC
Massachusetts
$67.6K +$710 +14 +1%
Bank of America
120
Bank of America
North Carolina
$58.1K +$58.1K +1,145 New
JP Morgan Chase
121
JP Morgan Chase
New York
$40.4K -$409K -8,054 -91%
MG
122
MilWealth Group
Wisconsin
$18.7K -$51.6K -1,018 -73%
CAL
123
Capital Analysts LLC
Pennsylvania
$16K +$152 +3 +1%
SC
124
Stephens Consulting
Michigan
$9.39K +$9.38K +185 New
MCA
125
Maryland Capital Advisors
Maryland
$3.4K +$862 +17 +34%

DUSB Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2025, worth a combined $710M — up 14% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DUSB positions and 7 closed out — a net gain of 17 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was Moran Wealth Management, opening a new position worth an estimated $9.41M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $8.84M.

  • 127 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $710M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2025 and 7 closed out, a net change of +17 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2025 was Moran Wealth Management, an estimated $9.41M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2025 was Market Street Wealth Management Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2025.