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Dimensional Ultrashort Fixed Income ETF

138 hedge funds and large institutions have $796M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

12% more capital invested

Capital invested by funds: $709M → $796M (+$87.9M)

10% more funds holding

Funds holding: 126138 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.07% less ownership

Funds ownership: 54.54%54.48% (-0.07%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
28
Increased
66
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
126
Legacy Wealth Management (Idaho)
Idaho
$92.1K
SFCL
127
Strengthening Families & Communities LLC
Massachusetts
$68.4K +$711 +14 +1%
ASN
128
Advisory Services Network
Georgia
$56.4K +$56.4K +1,110 New
UBS Group
129
UBS Group
Switzerland
$36.5K +$36.5K +719 New
IA
130
IFP Advisors
Florida
$21.3K +$21.3K +420 New
CAL
131
Capital Analysts LLC
Pennsylvania
$16K +$203 +4 +1%
RPCA
132
Running Point Capital Advisors
California
$10.1K +$10.1K +199 New
HWA
133
HHM Wealth Advisors
Tennessee
$5.54K +$5.54K +109 New
MCA
134
Maryland Capital Advisors
Maryland
$3.4K
SN
135
Sittner & Nelson
Oregon
$3.4K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K
PS
137
Pinney & Scofield
Massachusetts
$2.2K +$2.18K +43 New
CPG
138
Cornerstone Planning Group
New Jersey
$529 +$508 +10 New
CAMV
139
Concord Asset Management (Virginia)
Virginia
-$3.49M -68,703 Closed
FPAS
140
Focus Partners Advisor Solutions
Missouri
-$3.27M -64,431 Closed
WCM
141
Warburton Capital Management
Oklahoma
-$1.39M -27,466 Closed
SIM
142
Stratos Investment Management
Ohio
-$1.35M -26,519 Closed
FFM
143
Forum Financial Management
Illinois
-$855K -16,855 Closed
MWA
144
Mills Wealth Advisors
Texas
-$824K -16,236 Closed
GS
145
GTS Securities
New York
-$242K -4,768 Closed
DWM
146
Destination Wealth Management
California
-$235K -4,638 Closed
Bank of America
147
Bank of America
North Carolina
-$58.1K -1,145 Closed
JP Morgan Chase
148
JP Morgan Chase
New York
-$40.4K -796 Closed
MG
149
MilWealth Group
Wisconsin
-$18.7K -369 Closed
SC
150
Stephens Consulting
Michigan
-$9.39K -185 Closed