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Dimensional Ultrashort Fixed Income ETF
DUSB

194 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, 52 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

87% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 52

14% more funds holding

Funds holding: 170 → 194 (+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: 27 → 27 (0)

0.4% less ownership

Funds ownership: 65.8% → 65.4% (-0.4%)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
2.39%
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
52
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Avestar Capital
New York
+$13.9M
2
RFP
Root Financial Partners
California
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.8M
4
CL
Choreo LLC
Illinois
+$7.4M
5
PCI
Planning Center Inc
Illinois
+$6.89M

Top Sellers

1
PA
ProCore Advisors
California
-$10.7M
2
JAWA
John A. Wolfe & Associates
Michigan
-$7.17M
3
MWM
Moran Wealth Management
Florida
-$5.6M
4
CPIG
Chicago Partners Investment Group
Illinois
-$4.85M
5
FPI
Financial Plan Inc
Washington
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
VP
126
Verum Partners
North Carolina
$848K +$848K +16,714 New
DFS
127
Demming Financial Services
Ohio
$835K +$71.5K +1,409 +9%
EP
128
Essential Planning
New Hampshire
$735K +$270K +5,322 +58%
TP
129
Trailhead Planners
Minnesota
$725K +$25.3K +499 +4%
CFP
130
Cypress Financial Planning
New Jersey
$709K +$112K +2,204 +19%
W
131
WPWealth
Texas
$700K +$701K +13,806 New
MSWM
132
Master's Wealth Management
Pennsylvania
$678K -$192K -3,791 -22%
Corient Private Wealth
133
Corient Private Wealth
Florida
$598K -$599K -11,800 -50%
WCM
134
Warburton Capital Management
Oklahoma
$598K +$598K +11,784 New
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$595K -$1.27K -25 -0.2%
PFA
136
Pure Financial Advisors
California
$591K +$149K +2,927 +34%
TSS
137
Two Sigma Securities
New York
$591K +$591K +11,648 New
OA
138
Oceanside Advisors
South Carolina
$549K +$550K +10,833 New
MMA
139
Miracle Mile Advisors
California
$487K -$511K -10,068 -51%
SWA
140
ShankerValleau Wealth Advisors
Illinois
$486K +$3.55K +70 +0.7%
HNWA
141
Henrickson Nauta Wealth Advisors
Michigan
$473K +$474K +9,335 New
CPWM
142
Cypress Point Wealth Management
Texas
$462K +$75.4K +1,485 +19%
HTWM
143
Hartmann Taylor Wealth Management
Texas
$456K -$76.1K -1,500 -14%
SC
144
Schubert & Co
Texas
$449K +$49.4K +974 +12%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$441K +$25.4K +500 +6%
PAG
146
Private Advisor Group
New Jersey
$424K +$118K +2,334 +39%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$380K +$380K +7,485 New
VHAM
148
Van Hulzen Asset Management
California
$377K -$15.2K -300 -4%
EAM
149
Evanson Asset Management
California
$376K +$50.5K +995 +16%
TIAM2
150
Tru Independence Asset Management 2
Oregon
$365K +$25.1K +494 +7%
4 5
6
7 8

DUSB Hedge Fund Activity: Q1 2026 in Review

194 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2026, worth a combined $1.2B — up 9.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DUSB positions and 6 closed out — a net gain of 27 holders — while 97 added to existing stakes and 52 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $13.9M. The largest seller was ProCore Advisors, cutting an estimated $10.7M.

  • 194 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2026, up from 170 in Q4 2025.
  • Funds reported $1.2B of Dimensional Ultrashort Fixed Income ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 33 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2026 and 6 closed out, a net change of +27 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2026 was Avestar Capital, an estimated $13.9M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2026.