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Dimensional Ultrashort Fixed Income ETF
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Overview Fund Activity

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.

Holders
47
Holders Change
+15
Holders Change %
+46.88%
% of All Funds
0.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
18
Increased
25
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
1
Planning Center Inc
Illinois
$121M
2
AWA
2
Arkadios Wealth Advisors
Georgia
$14.1M
3
SIS
3
Strategic Investment Solutions
Illinois
$6.17M
4
HHWM
4
Hiley Hunt Wealth Management
Nebraska
$5.25M
5
AFG
5
Altiora Financial Group
Ohio
$4.08M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$214K
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$58.6M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
BFA
4
Bright Financial Advisors
Michigan
$2.05M
5
MWP
5
Meredith Wealth Planning
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCI
1
Planning Center Inc
Illinois
$121M 2,388,867 +2,388,867 New
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$58.6M 1,155,629 -48,369 -4%
SWM
3
Sterling Wealth Management
Illinois
$24.8M 489,255 +13,979 +3%
AWA
4
Arkadios Wealth Advisors
Georgia
$14.1M 277,721 +277,721 New
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$13.4M 264,581 +28,264 +12%
CPIG
6
Chicago Partners Investment Group
Illinois
$7.63M 150,364 +11,097 +8%
RFP
7
Root Financial Partners
California
$7.31M 144,214 +67,103 +87%
PFM
8
Phillips Financial Management
Indiana
$6.2M 122,344 +8,836 +8%
SIS
9
Strategic Investment Solutions
Illinois
$6.17M 121,580 +121,580 New
HHWM
10
Hiley Hunt Wealth Management
Nebraska
$5.25M 103,629 +103,629 New
OFA
11
Onyx Financial Advisors
Idaho
$4.96M 97,846 +26,192 +37%
AFG
12
Altiora Financial Group
Ohio
$4.08M 80,607 +80,607 New
Jane Street
13
Jane Street
New York
$3.82M 75,368 +21,480 +40%
KSWWM
14
Keyes Stange & Wooten Wealth Management
Florida
$3.42M 67,422 +67,422 New
CWP
15
Concord Wealth Partners
Virginia
$3.13M 61,839 +11,189 +22%
AWM
16
Apollon Wealth Management
South Carolina
$3.12M 61,500 +7,000 +13%
MWA
17
Mills Wealth Advisors
Texas
$3.08M 60,797 +8,028 +15%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3M 59,297 +59,297 New
GOCP
19
Great Oak Capital Partners
Massachusetts
$2.83M 55,730 +17,108 +44%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.77M 54,638 +25,174 +85%
RWM
21
Ruedi Wealth Management
Illinois
$2.75M 54,239 +15,637 +41%
CWM
22
Core Wealth Management
Florida
$2.65M 52,372 +38,356 +274%
WP
23
Wealthspan Partners
Iowa
$2.58M 50,929 +29,079 +133%
BFA
24
Bright Financial Advisors
Michigan
$2.05M 40,363 -4,704 -10%
AC
25
Applied Capital
Arkansas
$1.95M 38,445 +18,875 +96%
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