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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.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.41M
2 +$8.84M
3 +$6.48M
4
SHFA
SC&H Financial Advisors
Maryland
+$6.34M
5
Mariner
Mariner
Kansas
+$4.3M

Top Sellers

1 -$8.84M
2 -$3.67M
3 -$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
5
WC
Wolfstich Capital
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kiker Wealth Management
Georgia
$299K
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$292K
FFG
103
First Financial Group
North Carolina
$270K
AFA
104
Alpha Financial Advisors
North Carolina
$265K
EH
105
Equitable Holdings
New York
$254K
VWA
106
VSM Wealth Advisory
Maryland
$246K
AAS
107
Avantax Advisory Services
Texas
$243K
GS
108
GTS Securities
New York
$242K
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$236K
DWM
110
Destination Wealth Management
California
$235K
FWP
111
Firethorn Wealth Partners
Georgia
$215K
EP
112
Essential Planning
New Hampshire
$209K
BTWM
113
Baker Tilly Wealth Management
Wisconsin
$205K
ACA
114
Aptus Capital Advisors
Alabama
$99.6K
LWMI
115
Legacy Wealth Management (Idaho)
Idaho
$92K
LIS
116
Legacy Investment Solutions
Idaho
$92K
SFCL
117
Strengthening Families & Communities LLC
Massachusetts
$67.6K
Osaic Holdings
118
Osaic Holdings
Arizona
$58.3K
Bank of America
119
Bank of America
North Carolina
$58.1K
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$40.4K
MG
121
MilWealth Group
Wisconsin
$18.7K
CAL
122
Capital Analysts LLC
Pennsylvania
$16K
SC
123
Stephens Consulting
Michigan
$9.39K
MCA
124
Maryland Capital Advisors
Maryland
$3.4K
SN
125
Sittner & Nelson
Oregon
$3.4K