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Dimensional Ultrashort Fixed Income ETF

192 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, 51 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

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

14% more funds holding

Funds holding: 168192 (+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: 2727 (0)

0.37% less ownership

Funds ownership: 65.59%65.21% (-0.37%)

Holders
192
Holders Change
+24
Holders Change %
+14.29%
% of All Funds
2.37%
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
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Essential Planning
New Hampshire
$735K +$270K +5,322 +58%
TP
127
Trailhead Planners
Minnesota
$725K +$25.3K +499 +4%
CFP
128
Cypress Financial Planning
New Jersey
$709K +$112K +2,204 +19%
W
129
WPWealth
Texas
$700K +$701K +13,806 New
MSWM
130
Master's Wealth Management
Pennsylvania
$678K -$192K -3,791 -22%
Corient Private Wealth
131
Corient Private Wealth
Florida
$598K -$599K -11,800 -50%
WCM
132
Warburton Capital Management
Oklahoma
$598K +$598K +11,784 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$595K -$1.27K -25 -0.2%
PFA
134
Pure Financial Advisors
California
$591K +$149K +2,927 +34%
TSS
135
Two Sigma Securities
New York
$591K +$591K +11,648 New
OA
136
Oceanside Advisors
South Carolina
$549K +$550K +10,833 New
MMA
137
Miracle Mile Advisors
California
$487K -$511K -10,068 -51%
SWA
138
ShankerValleau Wealth Advisors
Illinois
$486K +$3.55K +70 +0.7%
HNWA
139
Henrickson Nauta Wealth Advisors
Michigan
$473K +$474K +9,335 New
CPWM
140
Cypress Point Wealth Management
Texas
$462K +$75.4K +1,485 +19%
HTWM
141
Hartmann Taylor Wealth Management
Texas
$456K -$76.1K -1,500 -14%
SC
142
Schubert & Co
Texas
$449K +$49.4K +974 +12%
RCAG
143
Rehmann Capital Advisory Group
Michigan
$441K +$25.4K +500 +6%
PAG
144
Private Advisor Group
New Jersey
$424K +$118K +2,334 +39%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$380K +$380K +7,485 New
VHAM
146
Van Hulzen Asset Management
California
$377K -$15.2K -300 -4%
EAM
147
Evanson Asset Management
California
$376K +$50.5K +995 +16%
TIAM2
148
Tru Independence Asset Management 2
Oregon
$365K +$25.1K +494 +7%
GWA
149
Geometric Wealth Advisors
District of Columbia
$357K +$2.69K +53 +0.8%
EFG
150
Embree Financial Group
Illinois
$355K +$355K +7,001 New