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Dimensional Ultrashort Fixed Income ETF

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: 170194 (+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: 2727 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
176
Washington Trust Advisors
Massachusetts
$121K +$8.88K +175 +8%
GWM
177
Grand Wealth Management
Michigan
$103K -$31K -611 -23%
LWMI
178
Legacy Wealth Management (Idaho)
Idaho
$91.9K
ASN
179
Advisory Services Network
Georgia
$65.8K +$65.9K +1,298 New
DF
180
DecisionPoint Financial
Arizona
$55.3K +$55.4K +1,091 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$50.7K
SFCL
182
Strengthening Families & Communities LLC
Massachusetts
$43K -$14.6K -288 -25%
LG
183
LAM Group
Oregon
$42.1K +$42.1K +830 New
IA
184
IFP Advisors
Florida
$28.4K +$1.93K +38 +7%
CAL
185
Capital Analysts LLC
Pennsylvania
$15K +$152 +3 +1%
HI
186
Harbour Investments
Wisconsin
$12.7K +$12.7K +250 New
NA
187
NewEdge Advisors
Louisiana
$5.93K +$5.94K +117 New
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$5.09K -$19.6K -387 -79%
SN
189
Sittner & Nelson
Oregon
$3.4K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$2.64K
PS
191
Pinney & Scofield
Massachusetts
$2.24K
JP Morgan Chase
192
JP Morgan Chase
New York
$1.34K +$1.32K +26 New
RG
193
RHL Group
Michigan
$1.23K
Wells Fargo
194
Wells Fargo
California
$49 -$393K -7,750 -100%
JAWA
195
John A. Wolfe & Associates
Michigan
-$7.17M -141,511 Closed
Goldman Sachs
196
Goldman Sachs
New York
-$2.38M -46,988 Closed
LWM
197
LJI Wealth Management
Indiana
-$950K -18,763 Closed
DAS
198
Diversify Advisory Services
Utah
-$309K -6,092 Closed
CAM
199
CPA Asset Management
Florida
-$250K -4,930 Closed
HWA
200
HHM Wealth Advisors
Tennessee
-$5.52K -109 Closed

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.