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Dimensional Ultrashort Fixed Income ETF

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.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
0.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
31
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCI
1
Planning Center Inc
Illinois
$125M 2,470,684 +81,817 +3%
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$54M 1,064,376 -91,253 -8%
SWM
3
Sterling Wealth Management
Illinois
$25.3M 498,291 +9,036 +2%
CPIG
4
Chicago Partners Investment Group
Illinois
$15.6M 308,744 +158,380 +105%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$14.7M 289,888 +25,307 +10%
AWA
6
Arkadios Wealth Advisors
Georgia
$14.4M 284,028 +6,307 +2%
ACA
7
American Capital Advisory
Idaho
$12.3M 242,256 +242,256 New
RFP
8
Root Financial Partners
California
$12.1M 239,012 +94,798 +66%
AFG
9
Altiora Financial Group
Ohio
$9.64M 189,899 +109,292 +136%
PFM
10
Phillips Financial Management
Indiana
$7.6M 149,756 +27,412 +22%
SIC
11
SJS Investment Consulting
Ohio
$7.36M 144,980 +127,494 +729%
SIS
12
Strategic Investment Solutions
Illinois
$6.26M 123,059 +1,479 +1%
HHWM
13
Hiley Hunt Wealth Management
Nebraska
$6.14M 120,933 +17,304 +17%
RWM
14
Ruedi Wealth Management
Illinois
$5.75M 113,177 +58,938 +109%
OFA
15
Onyx Financial Advisors
Idaho
$5.67M 111,599 +13,753 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.36M 66,141 +11,503 +21%
GOCP
17
Great Oak Capital Partners
Massachusetts
$3.25M 64,061 +8,331 +15%
AWM
18
Apollon Wealth Management
South Carolina
$3.17M 62,500 +1,000 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.16M 62,263 +2,966 +5%
WP
20
Wealthspan Partners
Iowa
$3.02M 59,460 +8,531 +17%
AC
21
Applied Capital
Arkansas
$2.94M 57,829 +19,384 +50%
BFA
22
Bright Financial Advisors
Michigan
$2.88M 56,730 +16,367 +41%
Jane Street
23
Jane Street
New York
$2.86M 56,336 -19,032 -25%
MWA
24
Mills Wealth Advisors
Texas
$2.85M 56,103 -4,694 -8%
CWP
25
Concord Wealth Partners
Virginia
$2.7M 53,118 -8,721 -14%