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Dimensional Ultrashort Fixed Income ETF

170 hedge funds and large institutions have $1.1B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

38% more capital invested

Capital invested by funds: $798M → $1.1B (+$301M)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

22% more funds holding

Funds holding: 139170 (+31)

11.19% more ownership

Funds ownership: 54.61%65.8% (+11%)

Holders
170
Holders Change
+31
Holders Change %
+22.3%
% of All Funds
2.07%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
41
Increased
77
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
126
Rehmann Capital Advisory Group
Michigan
$415K -$2.54K -50 -0.6%
SC
127
Schubert & Co
Texas
$399K -$83.9K -1,653 -17%
Wells Fargo
128
Wells Fargo
California
$393K +$92.8K +1,828 +31%
VHAM
129
Van Hulzen Asset Management
California
$392K -$20.3K -400 -5%
CPWM
130
Cypress Point Wealth Management
Texas
$386K +$3K +59 +0.8%
Comerica Bank
131
Comerica Bank
Texas
$377K +$5.03K +99 +1%
PCIA
132
Prime Capital Investment Advisors
Kansas
$358K
GWA
133
Geometric Wealth Advisors
District of Columbia
$354K +$4.52K +89 +1%
AWA
134
Acorn Wealth Advisors
Michigan
$351K -$254K -5,013 -42%
TIAM2
135
Tru Independence Asset Management 2
Oregon
$339K -$200K -3,949 -37%
EC
136
Eaton-Cambridge
Arizona
$329K -$670K -13,202 -67%
EAM
137
Evanson Asset Management
California
$325K -$3.35K -66 -1%
TRCT
138
Tower Research Capital (TRC)
New York
$310K +$57.4K +1,130 +23%
DAS
139
Diversify Advisory Services
Utah
$309K +$309K +6,092 New
PAG
140
Private Advisor Group
New Jersey
$305K +$2.89K +57 +1%
FFG
141
First Financial Group
North Carolina
$299K -$4.72K -93 -2%
Truist Financial
142
Truist Financial
North Carolina
$293K +$88.8K +1,749 +43%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$292K +$508 +10 +0.2%
VWA
144
VSM Wealth Advisory
Maryland
$285K +$7.01K +138 +3%
OIA
145
OneDigital Investment Advisors
Kansas
$277K +$277K +5,463 New
AFA
146
Alpha Financial Advisors
North Carolina
$265K
LBC
147
Lane Brothers & Co
Arizona
$260K +$260K +5,126 New
CAM
148
CPA Asset Management
Florida
$250K +$250K +4,930 New
LFGO
149
Legacy Financial Group (Oklahoma)
Oklahoma
$242K +$33.3K +656 +16%
FWP
150
Firethorn Wealth Partners
Georgia
$228K +$152 +3 +0.1%

DUSB Hedge Fund Activity: Q4 2025 in Review

170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2025, worth a combined $1.1B — up 38% from $798M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DUSB positions and 8 closed out — a net gain of 33 holders — while 77 added to existing stakes and 41 trimmed.

The largest buyer was Vise Technologies, adding an estimated $44M. The largest seller was Envestnet Asset Management, cutting an estimated $7.24M.

  • 170 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $1.1B of Dimensional Ultrashort Fixed Income ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 41 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2025 and 8 closed out, a net change of +33 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $44M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2025.