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Dimensional Ultrashort Fixed Income ETF
DUSB

194 hedge funds and large institutions have $1.2B invested in Dimensional Ultrashort Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 52 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 52

14% more funds holding

Funds holding: 170 → 194 (+24)

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$104M)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

0.4% less ownership

Funds ownership: 65.8% → 65.4% (-0.4%)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
2.39%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
33
Increased
97
Reduced
52
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Avestar Capital
New York
+$13.9M
2
RFP
Root Financial Partners
California
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.8M
4
CL
Choreo LLC
Illinois
+$7.4M
5
PCI
Planning Center Inc
Illinois
+$6.89M

Top Sellers

1
PA
ProCore Advisors
California
-$10.7M
2
JAWA
John A. Wolfe & Associates
Michigan
-$7.17M
3
MWM
Moran Wealth Management
Florida
-$5.6M
4
CPIG
Chicago Partners Investment Group
Illinois
-$4.85M
5
FPI
Financial Plan Inc
Washington
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
101
Red Lighthouse Investment Management
New York
$1.53M +$245K +4,832 +19%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$1.51M +$1.51M +29,815 New
PIAS
103
PCA Investment Advisory Services
Ohio
$1.49M +$10K +198 +0.7%
XPN
104
XY Planning Network
Montana
$1.47M -$185K -3,638 -11%
MGW
105
MB Generational Wealth
Washington
$1.45M +$247K +4,871 +20%
SAI
106
Savvy Advisors Inc
New York
$1.45M +$211K +4,158 +17%
CW
107
Curio Wealth
Maryland
$1.44M +$829K +16,332 +134%
Financial Engines Advisors
108
Financial Engines Advisors
California
$1.42M -$184K -3,629 -11%
KPP
109
Kings Path Partners
Texas
$1.41M – – –
FC
110
Family CFO
California
$1.41M -$564K -11,114 -29%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$1.26M -$675K -13,308 -35%
PA
112
PFG Advisors
Arizona
$1.25M +$124K +2,447 +11%
WWWM
113
White Wing Wealth Management
Texas
$1.23M +$203K +3,995 +20%
SWM
114
SpringVest Wealth Management
Texas
$1.13M +$159K +3,136 +16%
PWIA
115
Porter White Investment Advisors
Alabama
$1.13M -$123K -2,422 -10%
SF
116
SageOak Financial
Oklahoma
$1.04M +$1.04M +20,551 New
MML Investors Services
117
MML Investors Services
Massachusetts
$1.01M – – –
LOPW
118
Live Oak Private Wealth
North Carolina
$965K +$238K +4,693 +33%
CSP
119
Cary Street Partners
Virginia
$935K +$163K +3,207 +21%
GWMT
120
Guardian Wealth Management (Tennessee)
Tennessee
$916K -$462K -9,103 -34%
MSF
121
Mustard Seed Financial
Arkansas
$912K +$913K +17,990 New
PA
122
ProCore Advisors
California
$897K -$10.7M -210,300 -92%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$873K +$874K +17,220 New
KCWM
124
Kane Co Wealth Management
Iowa
$862K +$141K +2,775 +20%
AF
125
Allworth Financial
California
$861K +$862K +16,979 New
3 4
5
6 7

DUSB Hedge Fund Activity: Q1 2026 in Review

194 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2026, worth a combined $1.2B — up 9.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DUSB positions and 6 closed out — a net gain of 27 holders — while 97 added to existing stakes and 52 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $13.9M. The largest seller was ProCore Advisors, cutting an estimated $10.7M.

  • 194 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2026, up from 170 in Q4 2025.
  • Funds reported $1.2B of Dimensional Ultrashort Fixed Income ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 33 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2026 and 6 closed out, a net change of +27 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2026 was Avestar Capital, an estimated $13.9M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2026.