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Dimensional Ultrashort Fixed Income ETF

136 hedge funds and large institutions have $794M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
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
CFP
101
Cypress Financial Planning
New Jersey
$342K
EAM
102
Evanson Asset Management
California
$329K
FFG
103
First Financial Group
North Carolina
$305K
PAG
104
Private Advisor Group
New Jersey
$303K
Wells Fargo
105
Wells Fargo
California
$301K
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$292K
EP
107
Essential Planning
New Hampshire
$279K
VWA
108
VSM Wealth Advisory
Maryland
$279K
AFA
109
Alpha Financial Advisors
North Carolina
$266K
FWM
110
Forza Wealth Management
Florida
$254K
TRCT
111
Tower Research Capital (TRC)
New York
$254K
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$238K
KWM
113
Kiker Wealth Management
Georgia
$231K
FWP
114
Firethorn Wealth Partners
Georgia
$228K
NCM
115
New Capital Management
Texas
$227K
Osaic Holdings
116
Osaic Holdings
Arizona
$213K
LFGO
117
Legacy Financial Group (Oklahoma)
Oklahoma
$210K
BTWM
118
Baker Tilly Wealth Management
Wisconsin
$208K
EH
119
Equitable Holdings
New York
$207K
Truist Financial
120
Truist Financial
North Carolina
$205K
MPW
121
MASECO Private Wealth
$162K
WTA
122
Washington Trust Advisors
Massachusetts
$111K
ACA
123
Aptus Capital Advisors
Alabama
$106K
LWMI
124
Legacy Wealth Management (Idaho)
Idaho
$92.1K
SFCL
125
Strengthening Families & Communities LLC
Massachusetts
$68.4K