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Dimensional Ultrashort Fixed Income ETF

190 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 32 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
DWM
151
Diversify Wealth Management
Utah
$342K
MPW
152
MASECO Private Wealth
$337K
EC
153
Eaton-Cambridge
Arizona
$329K
ACA
154
Aptus Capital Advisors
Alabama
$329K
Truist Financial
155
Truist Financial
North Carolina
$318K
VWA
156
VSM Wealth Advisory
Maryland
$315K
LFGO
157
Legacy Financial Group (Oklahoma)
Oklahoma
$310K
FFG
158
First Financial Group
North Carolina
$300K
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$293K
OIA
160
OneDigital Investment Advisors
Kansas
$265K
LBC
161
Lane Brothers & Co
Arizona
$260K
FWP
162
Firethorn Wealth Partners
Georgia
$252K
AWA
163
Acorn Wealth Advisors
Michigan
$246K
Morgan Stanley
164
Morgan Stanley
New York
$229K
BFG
165
Berger Financial Group
Minnesota
$217K
CFG
166
CSP Financial Group
Arizona
$214K
SF
167
Summit Financial
New Jersey
$213K
BTWM
168
Baker Tilly Wealth Management
Wisconsin
$212K
AFA
169
Alpha Financial Advisors
North Carolina
$210K
IAN
170
Integrated Advisors Network
Texas
$200K
IA
171
IFG Advisory
Georgia
$144K
EWA
172
EverSource Wealth Advisors
Alabama
$138K
WTA
173
Washington Trust Advisors
Massachusetts
$121K
GWM
174
Grand Wealth Management
Michigan
$103K
LWMI
175
Legacy Wealth Management (Idaho)
Idaho
$91.9K