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Dimensional Ultrashort Fixed Income ETF

138 hedge funds and large institutions have $796M 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, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

12% more capital invested

Capital invested by funds: $709M → $796M (+$87.9M)

10% more funds holding

Funds holding: 126138 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.07% less ownership

Funds ownership: 54.54%54.48% (-0.07%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
28
Increased
66
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
101
Prime Capital Investment Advisors
Kansas
$359K
GWA
102
Geometric Wealth Advisors
District of Columbia
$350K +$350K +6,897 New
CFP
103
Cypress Financial Planning
New Jersey
$342K +$342K +6,732 New
EAM
104
Evanson Asset Management
California
$329K +$406 +8 +0.1%
FFG
105
First Financial Group
North Carolina
$305K +$34.5K +680 +13%
PAG
106
Private Advisor Group
New Jersey
$303K -$103K -2,027 -25%
Wells Fargo
107
Wells Fargo
California
$301K +$301K +5,923 New
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$292K +$457 +9 +0.2%
EP
109
Essential Planning
New Hampshire
$279K +$69.7K +1,373 +33%
VWA
110
VSM Wealth Advisory
Maryland
$279K +$32.8K +646 +13%
AFA
111
Alpha Financial Advisors
North Carolina
$266K
FWM
112
Forza Wealth Management
Florida
$254K +$254K +5,000 New
TRCT
113
Tower Research Capital (TRC)
New York
$254K +$254K +4,994 New
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$238K +$238K +4,692 New
KWM
115
Kiker Wealth Management
Georgia
$231K -$68.6K -1,350 -23%
FWP
116
Firethorn Wealth Partners
Georgia
$228K +$13.6K +268 +6%
NCM
117
New Capital Management
Texas
$227K +$227K +4,470 New
Osaic Holdings
118
Osaic Holdings
Arizona
$213K +$102K +2,000 +91%
LFGO
119
Legacy Financial Group (Oklahoma)
Oklahoma
$210K -$26.8K -527 -11%
BTWM
120
Baker Tilly Wealth Management
Wisconsin
$208K +$2.23K +44 +1%
EH
121
Equitable Holdings
New York
$207K -$46.7K -920 -18%
Truist Financial
122
Truist Financial
North Carolina
$205K +$205K +4,029 New
MPW
123
MASECO Private Wealth
$162K -$1.11M -21,950 -87%
WTA
124
Washington Trust Advisors
Massachusetts
$111K +$111K +2,191 New
ACA
125
Aptus Capital Advisors
Alabama
$106K +$6.35K +125 +6%