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Dimensional Ultrashort Fixed Income ETF
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Overview Fund Activity

22 hedge funds and large institutions have $69.9M invested in Dimensional Ultrashort Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+17
Holders Change %
+340%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sterling Wealth Management
Illinois
$21.7M
2
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$10.3M
3
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$8.04M
4
SIS
4
Strategic Investment Solutions
Illinois
$4.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.79M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CPIG
3
Chicago Partners Investment Group
Illinois
$6.95M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
Sterling Wealth Management
Illinois
$21.7M 431,227 +431,227 New
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$10.3M 203,758 +203,758 New
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$8.04M 159,822 +159,822 New
CPIG
4
Chicago Partners Investment Group
Illinois
$6.95M 137,772 -5,053 -4%
Jane Street
5
Jane Street
New York
$4.18M 83,025 +25,398 +44%
SIS
6
Strategic Investment Solutions
Illinois
$4.1M 81,560 +81,560 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.79M 55,453 +55,453 New
PFM
8
Phillips Financial Management
Indiana
$2.35M 46,776 +46,476 +15,492%
CWP
9
Concord Wealth Partners
Virginia
$2.03M 40,409 +40,409 New
MWA
10
Mills Wealth Advisors
Texas
$1.61M 32,058 +32,058 New
OFA
11
Onyx Financial Advisors
Idaho
$1.6M 31,879 +31,879 New
RWM
12
Ruedi Wealth Management
Illinois
$1.16M 22,956 +22,956 New
GOCP
13
Great Oak Capital Partners
Massachusetts
$1.07M 21,288 +21,288 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$525K 10,436 +10,436 New
AFS
15
Annapolis Financial Services
Maryland
$399K 7,922 +7,922 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$302K 6,000 +6,000 New
LFGO
17
Legacy Financial Group (Oklahoma)
Oklahoma
$231K 4,583 +4,583 New
RFP
18
Root Financial Partners
California
$212K 4,208 +4,208 New
FWM
19
FMB Wealth Management
California
$206K 4,087 +4,087 New
LG
20
LAM Group
Oregon
$122K 2,420 +2,420 New
SFCL
21
Strengthening Families & Communities LLC
Massachusetts
$24.9K 494 +494 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$956 19 +19 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
– – -200,000 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– – -5,254 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –