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Dimensional Ultrashort Fixed Income ETF
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Overview Fund Activity

32 hedge funds and large institutions have $147M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+10
Holders Change %
+45.45%
% of All Funds
0.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
15
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$60.9M
2
RFP
2
Root Financial Partners
California
$3.9M
3
PFM
3
Phillips Financial Management
Indiana
$5.74M
4
AWM
4
Apollon Wealth Management
South Carolina
$2.76M
5
BFA
5
Bright Financial Advisors
Michigan
$2.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.73M
2
AFS
2
Annapolis Financial Services
Maryland
$0
3
LFGO
3
Legacy Financial Group (Oklahoma)
Oklahoma
$209K
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$283K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$60.9M 1,203,998 +1,044,176 +653%
SWM
2
Sterling Wealth Management
Illinois
$24M 475,276 +44,049 +10%
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$12M 236,317 +32,559 +16%
CPIG
4
Chicago Partners Investment Group
Illinois
$7.04M 139,267 +1,495 +1%
PFM
5
Phillips Financial Management
Indiana
$5.74M 113,508 +66,732 +143%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.81M 95,094 +39,641 +71%
RFP
7
Root Financial Partners
California
$3.9M 77,111 +72,903 +1,732%
OFA
8
Onyx Financial Advisors
Idaho
$3.62M 71,654 +39,775 +125%
AWM
9
Apollon Wealth Management
South Carolina
$2.76M 54,500 +54,500 New
Jane Street
10
Jane Street
New York
$2.73M 53,888 -29,137 -35%
MWA
11
Mills Wealth Advisors
Texas
$2.67M 52,769 +20,711 +65%
CWP
12
Concord Wealth Partners
Virginia
$2.56M 50,650 +10,241 +25%
BFA
13
Bright Financial Advisors
Michigan
$2.28M 45,067 +45,067 New
GOCP
14
Great Oak Capital Partners
Massachusetts
$1.95M 38,622 +17,334 +81%
RWM
15
Ruedi Wealth Management
Illinois
$1.95M 38,602 +15,646 +68%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.49M 29,464 +19,028 +182%
WP
17
Wealthspan Partners
Iowa
$1.1M 21,850 +21,850 New
FWM
18
FMB Wealth Management
California
$1.09M 21,636 +17,549 +429%
AC
19
Applied Capital
Arkansas
$990K 19,570 +19,570 New
Creative Planning
20
Creative Planning
Kansas
$764K 15,108 +15,108 New
CWM
21
Core Wealth Management
Florida
$709K 14,016 +14,016 New
EAM
22
Evanson Asset Management
California
$323K 6,379 +6,379 New
CPWM
23
Cypress Point Wealth Management
Texas
$292K 5,770 +5,770 New
RCAG
24
Rehmann Capital Advisory Group
Michigan
$283K 5,588 -412 -7%
FTUS
25
Flow Traders U.S.
New York
$256K 5,062 +5,062 New
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