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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
GWA
151
Geometric Wealth Advisors
District of Columbia
$357K +$2.69K +53 +0.8%
EFG
152
Embree Financial Group
Illinois
$355K +$355K +7,001 New
EFP
153
Elser Financial Planning
Indiana
$352K +$353K +6,949 New
DWM
154
Diversify Wealth Management
Utah
$342K +$342K +6,745 New
MPW
155
MASECO Private Wealth
$337K +$175K +3,440 +107%
EC
156
Eaton-Cambridge
Arizona
$329K – – –
ACA
157
Aptus Capital Advisors
Alabama
$329K -$321K -6,318 -49%
Truist Financial
158
Truist Financial
North Carolina
$318K +$25K +493 +9%
VWA
159
VSM Wealth Advisory
Maryland
$315K +$30K +592 +11%
LFGO
160
Legacy Financial Group (Oklahoma)
Oklahoma
$310K +$68.1K +1,341 +28%
FFG
161
First Financial Group
North Carolina
$300K +$152 +3 +0.1%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$293K +$355 +7 +0.1%
OIA
163
OneDigital Investment Advisors
Kansas
$265K -$12.4K -245 -4%
LBC
164
Lane Brothers & Co
Arizona
$260K – – –
FWP
165
Firethorn Wealth Partners
Georgia
$252K +$24.4K +480 +11%
AWA
166
Acorn Wealth Advisors
Michigan
$246K -$106K -2,094 -30%
Morgan Stanley
167
Morgan Stanley
New York
$229K +$198K +3,903 +643%
BFG
168
Berger Financial Group
Minnesota
$217K – – –
CFG
169
CSP Financial Group
Arizona
$214K +$214K +4,215 New
SF
170
Summit Financial
New Jersey
$213K +$213K +4,200 New
BTWM
171
Baker Tilly Wealth Management
Wisconsin
$212K +$1.57K +31 +0.7%
AFA
172
Alpha Financial Advisors
North Carolina
$210K -$55.1K -1,085 -21%
IAN
173
Integrated Advisors Network
Texas
$200K +$200K +3,945 New
IA
174
IFG Advisory
Georgia
$144K +$144K +2,830 New
EWA
175
EverSource Wealth Advisors
Alabama
$138K -$74.3K -1,464 -35%
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.