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Dimensional Ultrashort Fixed Income ETF

161 hedge funds and large institutions have $1.08B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
LWM
101
LJI Wealth Management
Indiana
$950K
MSWM
102
Master's Wealth Management
Pennsylvania
$869K
CSP
103
Cary Street Partners
Virginia
$772K
LOPW
104
Live Oak Private Wealth
North Carolina
$726K
LPL Financial
105
LPL Financial
California
$724K
KCWM
106
Kane Co Wealth Management
Iowa
$720K
TP
107
Trailhead Planners
Minnesota
$699K
ACA
108
Aptus Capital Advisors
Alabama
$649K
CW
109
Curio Wealth
Maryland
$615K
Corient Private Wealth
110
Corient Private Wealth
Florida
$598K
CFP
111
Cypress Financial Planning
New Jersey
$597K
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$596K
HTWM
113
Hartmann Taylor Wealth Management
Texas
$532K
Osaic Holdings
114
Osaic Holdings
Arizona
$515K
SWA
115
ShankerValleau Wealth Advisors
Illinois
$482K
EP
116
Essential Planning
New Hampshire
$464K
PFA
117
Pure Financial Advisors
California
$443K
FTUS
118
Flow Traders U.S.
New York
$418K
SC
119
Schubert & Co
Texas
$399K
Wells Fargo
120
Wells Fargo
California
$393K
VHAM
121
Van Hulzen Asset Management
California
$392K
CPWM
122
Cypress Point Wealth Management
Texas
$386K
Comerica Bank
123
Comerica Bank
Texas
$377K
PCIA
124
Prime Capital Investment Advisors
Kansas
$358K
GWA
125
Geometric Wealth Advisors
District of Columbia
$354K