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Dimensional Ultrashort Fixed Income ETF

167 hedge funds and large institutions have $1.09B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
MMA
101
Miracle Mile Advisors
California
$996K
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$979K
SWM
103
SpringVest Wealth Management
Texas
$972K
MWP
104
Meredith Wealth Planning
Illinois
$957K
LWM
105
LJI Wealth Management
Indiana
$950K
MSWM
106
Master's Wealth Management
Pennsylvania
$869K
CSP
107
Cary Street Partners
Virginia
$772K
DFS
108
Demming Financial Services
Ohio
$762K
LOPW
109
Live Oak Private Wealth
North Carolina
$726K
LPL Financial
110
LPL Financial
California
$724K
KCWM
111
Kane Co Wealth Management
Iowa
$720K
TP
112
Trailhead Planners
Minnesota
$699K
ACA
113
Aptus Capital Advisors
Alabama
$649K
CW
114
Curio Wealth
Maryland
$615K
CFP
115
Cypress Financial Planning
New Jersey
$597K
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$596K
HTWM
117
Hartmann Taylor Wealth Management
Texas
$532K
Osaic Holdings
118
Osaic Holdings
Arizona
$515K
SWA
119
ShankerValleau Wealth Advisors
Illinois
$482K
EP
120
Essential Planning
New Hampshire
$464K
PFA
121
Pure Financial Advisors
California
$443K
FTUS
122
Flow Traders U.S.
New York
$418K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$415K
SC
124
Schubert & Co
Texas
$399K
Wells Fargo
125
Wells Fargo
California
$393K