Dimensional Ultrashort Fixed Income ETF
DUSB
47 hedge funds and large institutions have $322M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 3 closing their positions.
733% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 3
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
119% more capital invested
Capital invested by funds: $147M → $322M (+$175M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
47% more funds holding
Funds holding: 32 → 47 (+15)
8.72% more ownership
Funds ownership: 48.53% → 57.25% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$121M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$14.1M |
| 3 |
HHWM
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
+$5.25M |
| 4 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$4.08M |
| 5 |
KSWWM
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.6M |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$2.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$256K |
| 4 |
BFA
Bright Financial Advisors
Portage,
Michigan
|
-$238K |
| 5 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
-$221K |
DUSB Hedge Fund Activity: Q2 2024 in Review
47 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2024, worth a combined $322M — up 119% from $147M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DUSB positions and 3 closed out — a net gain of 15 holders — while 25 added to existing stakes and 3 trimmed.
The largest buyer was Planning Center Inc, opening a new position worth an estimated $121M. The largest seller was Envestnet Asset Management, cutting an estimated $4.6M.
- 47 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2024, up from 32 in Q1 2024.
- Funds reported $322M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2024, up 119% quarter-over-quarter.
- 18 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2024 and 3 closed out, a net change of +15 holders.
- The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $121M added.
- The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $4.6M sold.
Based on aggregated 13F filings for Q2 2024.