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Dimensional Ultrashort Fixed Income ETF

167 hedge funds and large institutions have $1.09B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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
MPW
151
MASECO Private Wealth
$163K
GWM
152
Grand Wealth Management
Michigan
$134K
WTA
153
Washington Trust Advisors
Massachusetts
$112K
LWMI
154
Legacy Wealth Management (Idaho)
Idaho
$91.8K
SFCL
155
Strengthening Families & Communities LLC
Massachusetts
$57.5K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$50.6K
Morgan Stanley
157
Morgan Stanley
New York
$30.7K
IA
158
IFP Advisors
Florida
$26.4K
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$24.7K
CAL
160
Capital Analysts LLC
Pennsylvania
$15K
RPCA
161
Running Point Capital Advisors
California
$10.1K
HWA
162
HHM Wealth Advisors
Tennessee
$5.52K
SN
163
Sittner & Nelson
Oregon
$3.4K
MCA
164
Maryland Capital Advisors
Maryland
$3.39K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$3K
PS
166
Pinney & Scofield
Massachusetts
$2.22K
RG
167
RHL Group
Michigan
$1.22K
MSFS
168
Main Street Financial Solutions
Pennsylvania
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
KWM
170
Kiker Wealth Management
Georgia
NCM
171
New Capital Management
Texas
EH
172
Equitable Holdings
New York
ASN
173
Advisory Services Network
Georgia
UBS Group
174
UBS Group
Switzerland
CPG
175
Cornerstone Planning Group
New Jersey