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Dimensional Ultrashort Fixed Income ETF
DUSB

170 hedge funds and large institutions have $1.1B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

38% more capital invested

Capital invested by funds: $798M → $1.1B (+$301M)

29% more funds holding in top 10

Funds holding in top 10: 21 → 27 (+6)

22% more funds holding

Funds holding: 139 → 170 (+31)

11.19% more ownership

Funds ownership: 54.61% → 65.8% (+11%)

Holders
170
Holders Change
+31
Holders Change %
+22.3%
% of All Funds
2.07%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
41
Increased
77
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VT
Vise Technologies
New York
+$44M
2
PMIM
Prudent Man Investment Management
Colorado
+$23.5M
3
PCI
Planning Center Inc
Illinois
+$17.6M
4
RFP
Root Financial Partners
California
+$16.7M
5
TWM
Tumwater Wealth Management
Idaho
+$7.93M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.24M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$6.9M
3
MSWM
Master's Wealth Management
Pennsylvania
-$6.63M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
101
Apella Capital
Connecticut
$1.08M +$680K +13,400 +170%
WWWM
102
White Wing Wealth Management
Texas
$1.03M +$170K +3,357 +20%
MML Investors Services
103
MML Investors Services
Massachusetts
$1.01M – – –
MMA
104
Miracle Mile Advisors
California
$996K -$8.88K -175 -0.9%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$979K -$7.24M -142,559 -88%
SWM
106
SpringVest Wealth Management
Texas
$972K -$120K -2,371 -11%
MWP
107
Meredith Wealth Planning
Illinois
$957K -$2.84K -56 -0.3%
LWM
108
LJI Wealth Management
Indiana
$950K +$953K +18,763 New
MSWM
109
Master's Wealth Management
Pennsylvania
$869K -$6.63M -130,659 -88%
CSP
110
Cary Street Partners
Virginia
$772K -$754K -14,845 -49%
DFS
111
Demming Financial Services
Ohio
$762K +$764K +15,051 New
LOPW
112
Live Oak Private Wealth
North Carolina
$726K – – –
LPL Financial
113
LPL Financial
California
$724K +$83.6K +1,646 +13%
KCWM
114
Kane Co Wealth Management
Iowa
$720K +$722K +14,224 New
TP
115
Trailhead Planners
Minnesota
$699K +$701K +13,806 New
ACA
116
Aptus Capital Advisors
Alabama
$649K +$544K +10,725 +514%
CW
117
Curio Wealth
Maryland
$615K +$94.2K +1,856 +18%
CFP
118
Cypress Financial Planning
New Jersey
$597K +$256K +5,046 +75%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$596K -$3.7M -72,850 -86%
HTWM
120
Hartmann Taylor Wealth Management
Texas
$532K -$55.5K -1,094 -9%
Osaic Holdings
121
Osaic Holdings
Arizona
$515K +$303K +5,972 +142%
SWA
122
ShankerValleau Wealth Advisors
Illinois
$482K -$125K -2,458 -21%
EP
123
Essential Planning
New Hampshire
$464K +$187K +3,675 +67%
PFA
124
Pure Financial Advisors
California
$443K -$103K -2,023 -19%
FTUS
125
Flow Traders U.S.
New York
$418K -$457K -8,995 -52%
3 4
5
6 7

DUSB Hedge Fund Activity: Q4 2025 in Review

170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2025, worth a combined $1.1B — up 38% from $798M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DUSB positions and 8 closed out — a net gain of 33 holders — while 77 added to existing stakes and 41 trimmed.

The largest buyer was Vise Technologies, adding an estimated $44M. The largest seller was Envestnet Asset Management, cutting an estimated $7.24M.

  • 170 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $1.1B of Dimensional Ultrashort Fixed Income ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 41 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2025 and 8 closed out, a net change of +33 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $44M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2025.