Dimensional Ultrashort Fixed Income ETF
DUSB
58 hedge funds and large institutions have $377M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
23% more funds holding
Funds holding: 47 → 58 (+11)
17% more capital invested
Capital invested by funds: $322M → $377M (+$54.6M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3.87% less ownership
Funds ownership: 57.25% → 53.38% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
American Capital Advisory
Ketchum,
Idaho
|
+$12.3M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$8.04M |
| 3 |
SIC
SJS Investment Consulting
Sylvania,
Ohio
|
+$6.47M |
| 4 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$5.54M |
| 5 |
RFP
Root Financial Partners
Encinitas,
California
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$4.63M |
| 2 |
KSWWM
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
-$2.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 4 |
Jane Street
New York
|
-$966K |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$442K |
DUSB Hedge Fund Activity: Q3 2024 in Review
58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q3 2024, worth a combined $377M — up 17% from $322M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DUSB positions and 3 closed out — a net gain of 11 holders — while 31 added to existing stakes and 11 trimmed.
The largest buyer was American Capital Advisory, opening a new position worth an estimated $12.3M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $4.63M.
- 58 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q3 2024, up from 47 in Q2 2024.
- Funds reported $377M of Dimensional Ultrashort Fixed Income ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 14 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q3 2024 and 3 closed out, a net change of +11 holders.
- The largest Dimensional Ultrashort Fixed Income ETF buyer in Q3 2024 was American Capital Advisory, an estimated $12.3M added.
- The largest Dimensional Ultrashort Fixed Income ETF seller in Q3 2024 was Market Street Wealth Management Advisors, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2024.