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Dimensional Ultrashort Fixed Income ETF

133 hedge funds and large institutions have $783M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
101
First Financial Group
North Carolina
$305K
PAG
102
Private Advisor Group
New Jersey
$303K
Wells Fargo
103
Wells Fargo
California
$301K
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$292K
EP
105
Essential Planning
New Hampshire
$279K
VWA
106
VSM Wealth Advisory
Maryland
$279K
AFA
107
Alpha Financial Advisors
North Carolina
$266K
FWM
108
Forza Wealth Management
Florida
$254K
TRCT
109
Tower Research Capital (TRC)
New York
$254K
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$238K
KWM
111
Kiker Wealth Management
Georgia
$231K
FWP
112
Firethorn Wealth Partners
Georgia
$228K
NCM
113
New Capital Management
Texas
$227K
Osaic Holdings
114
Osaic Holdings
Arizona
$213K
LFGO
115
Legacy Financial Group (Oklahoma)
Oklahoma
$210K
BTWM
116
Baker Tilly Wealth Management
Wisconsin
$208K
EH
117
Equitable Holdings
New York
$207K
Truist Financial
118
Truist Financial
North Carolina
$205K
MPW
119
MASECO Private Wealth
$162K
WTA
120
Washington Trust Advisors
Massachusetts
$111K
ACA
121
Aptus Capital Advisors
Alabama
$106K
LWMI
122
Legacy Wealth Management (Idaho)
Idaho
$92.1K
SFCL
123
Strengthening Families & Communities LLC
Massachusetts
$68.4K
ASN
124
Advisory Services Network
Georgia
$56.4K
UBS Group
125
UBS Group
Switzerland
$36.5K