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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
BFG
151
Berger Financial Group
Minnesota
$217K +$218K +4,289 New
EWA
152
EverSource Wealth Advisors
Alabama
$212K +$213K +4,188 New
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$210K +$2.69K +53 +1%
MPW
154
MASECO Private Wealth
$163K +$1.12K +22 +0.7%
GWM
155
Grand Wealth Management
Michigan
$134K +$134K +2,636 New
WTA
156
Washington Trust Advisors
Massachusetts
$112K +$1.42K +28 +1%
LWMI
157
Legacy Wealth Management (Idaho)
Idaho
$91.8K
SFCL
158
Strengthening Families & Communities LLC
Massachusetts
$57.5K -$10.7K -211 -16%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$50.6K +$50.8K +1,000 New
Morgan Stanley
160
Morgan Stanley
New York
$30.7K +$30.8K +607 New
IA
161
IFP Advisors
Florida
$26.4K +$5.18K +102 +24%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$24.7K +$24.7K +487 New
CAL
163
Capital Analysts LLC
Pennsylvania
$15K -$1.12K -22 -7%
RPCA
164
Running Point Capital Advisors
California
$10.1K
HWA
165
HHM Wealth Advisors
Tennessee
$5.52K
SN
166
Sittner & Nelson
Oregon
$3.4K
MCA
167
Maryland Capital Advisors
Maryland
$3.39K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$3K
PS
169
Pinney & Scofield
Massachusetts
$2.22K +$51 +1 +2%
RG
170
RHL Group
Michigan
$1.22K +$1.22K +24 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
-$436K -8,577 Closed
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
-$238K -4,692 Closed
KWM
173
Kiker Wealth Management
Georgia
-$231K -4,550 Closed
NCM
174
New Capital Management
Texas
-$227K -4,470 Closed
EH
175
Equitable Holdings
New York
-$207K -4,080 Closed

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.