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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
AWA
126
Acorn Wealth Advisors
Michigan
$351K
TIAM2
127
Tru Independence Asset Management 2
Oregon
$339K
EC
128
Eaton-Cambridge
Arizona
$329K
EAM
129
Evanson Asset Management
California
$325K
TRCT
130
Tower Research Capital (TRC)
New York
$310K
DAS
131
Diversify Advisory Services
Utah
$309K
PAG
132
Private Advisor Group
New Jersey
$305K
FFG
133
First Financial Group
North Carolina
$299K
Truist Financial
134
Truist Financial
North Carolina
$293K
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$292K
VWA
136
VSM Wealth Advisory
Maryland
$285K
OIA
137
OneDigital Investment Advisors
Kansas
$277K
AFA
138
Alpha Financial Advisors
North Carolina
$265K
CAM
139
CPA Asset Management
Florida
$250K
LFGO
140
Legacy Financial Group (Oklahoma)
Oklahoma
$242K
FWP
141
Firethorn Wealth Partners
Georgia
$228K
BFG
142
Berger Financial Group
Minnesota
$217K
EWA
143
EverSource Wealth Advisors
Alabama
$212K
BTWM
144
Baker Tilly Wealth Management
Wisconsin
$210K
MPW
145
MASECO Private Wealth
$163K
GWM
146
Grand Wealth Management
Michigan
$134K
WTA
147
Washington Trust Advisors
Massachusetts
$112K
LWMI
148
Legacy Wealth Management (Idaho)
Idaho
$91.8K
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$57.5K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$50.6K