Dimensional Ultrashort Fixed Income ETF
DUSB
127 hedge funds and large institutions have $710M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
138% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 29
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
14% more funds holding
Funds holding: 111 → 127 (+16)
14% more capital invested
Capital invested by funds: $621M → $710M (+$88.8M)
0.14% more ownership
Funds ownership: 54.54% → 54.68% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$9.41M |
| 2 |
TC
TAGStone Capital
Charlotte,
North Carolina
|
+$8.82M |
| 3 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$6.48M |
| 4 |
SHFA
SC&H Financial Advisors
Sparks,
Maryland
|
+$6.33M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$8.84M |
| 2 |
WCM
Warburton Capital Management
Tulsa,
Oklahoma
|
-$3.67M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$2.68M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.66M |
| 5 |
WC
Wolfstich Capital
Medfield,
Massachusetts
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SN
126
Sittner & Nelson
Eugene,
Oregon
| $3.4K | -$2.44K | -48 | -42% |
|
127
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$2.64K | +52 | New |
|
|
128
Citadel Advisors
Miami,
Florida
| – | -$2.66M | -52,492 | Closed |
|
|
WC
129
Wolfstich Capital
Medfield,
Massachusetts
| – | -$2.13M | -41,915 | Closed |
|
|
FTUS
130
Flow Traders U.S.
New York
| – | -$813K | -16,026 | Closed |
|
|
PL
131
Plancorp LLC
Saint Louis,
Missouri
| – | -$250K | -4,932 | Closed |
|
|
VHAM
132
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$240K | -4,730 | Closed |
|
|
AP
133
Aspect Partners
Fairfax,
Virginia
| – | -$48.2K | -951 | Closed |
|
134
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$34.2K | -675 | Closed |
|
DUSB Hedge Fund Activity: Q2 2025 in Review
127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2025, worth a combined $710M — up 14% from $621M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DUSB positions and 7 closed out — a net gain of 17 holders — while 69 added to existing stakes and 29 trimmed.
The largest buyer was Moran Wealth Management, opening a new position worth an estimated $9.41M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $8.84M.
- 127 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2025, up from 111 in Q1 2025.
- Funds reported $710M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 24 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2025 and 7 closed out, a net change of +17 holders.
- The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2025 was Moran Wealth Management, an estimated $9.41M added.
- The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2025 was Market Street Wealth Management Advisors, an estimated $8.84M sold.
Based on aggregated 13F filings for Q2 2025.