Dimensional Ultrashort Fixed Income ETF
DUSB
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.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
340% more funds holding
Funds holding: 5 → 22 (+17)
243% more capital invested
Capital invested by funds: $20.4M → $69.9M (+$49.5M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
147.48% less ownership
Funds ownership: 203% → 55.53% (-147%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$8.04M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$4.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.79M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$2.34M |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$263K |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$254K |
DUSB Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2023, worth a combined $69.9M — up 243% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DUSB positions and 2 closed out — a net gain of 17 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Market Street Wealth Management Advisors, opening a new position worth an estimated $8.04M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10M sold.
- 22 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $69.9M of Dimensional Ultrashort Fixed Income ETF stock for Q4 2023, up 243% quarter-over-quarter.
- 19 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2023 and 2 closed out, a net change of +17 holders.
- The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2023 was Market Street Wealth Management Advisors, an estimated $8.04M added.
- The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2023 was Dimensional Fund Advisors, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2023.