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Dimensional Ultrashort Fixed Income ETF

137 hedge funds and large institutions have $795M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
GWA
101
Geometric Wealth Advisors
District of Columbia
$350K
CFP
102
Cypress Financial Planning
New Jersey
$342K
EAM
103
Evanson Asset Management
California
$329K
FFG
104
First Financial Group
North Carolina
$305K
PAG
105
Private Advisor Group
New Jersey
$303K
Wells Fargo
106
Wells Fargo
California
$301K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$292K
EP
108
Essential Planning
New Hampshire
$279K
VWA
109
VSM Wealth Advisory
Maryland
$279K
AFA
110
Alpha Financial Advisors
North Carolina
$266K
FWM
111
Forza Wealth Management
Florida
$254K
TRCT
112
Tower Research Capital (TRC)
New York
$254K
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$238K
KWM
114
Kiker Wealth Management
Georgia
$231K
FWP
115
Firethorn Wealth Partners
Georgia
$228K
NCM
116
New Capital Management
Texas
$227K
Osaic Holdings
117
Osaic Holdings
Arizona
$213K
LFGO
118
Legacy Financial Group (Oklahoma)
Oklahoma
$210K
BTWM
119
Baker Tilly Wealth Management
Wisconsin
$208K
EH
120
Equitable Holdings
New York
$207K
Truist Financial
121
Truist Financial
North Carolina
$205K
MPW
122
MASECO Private Wealth
$162K
WTA
123
Washington Trust Advisors
Massachusetts
$111K
ACA
124
Aptus Capital Advisors
Alabama
$106K
LWMI
125
Legacy Wealth Management (Idaho)
Idaho
$92.1K