Dimensional Ultrashort Fixed Income ETF
DUSB
92 hedge funds and large institutions have $552M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.
815% more capital inflows, than outflows
Capital inflows: $199M | Capital outflows: $21.7M
680% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 5
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
59% more funds holding
Funds holding: 58 → 92 (+34)
8.61% more ownership
Funds ownership: 53.38% → 61.99% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
+$9.23M |
| 2 |
Root Financial Partners
Encinitas,
California
|
+$7.63M |
| 3 |
SC&H Financial Advisors
Sparks,
Maryland
|
+$7.53M |
| 4 |
Savant Capital
Rockford,
Illinois
|
+$6.22M |
| 5 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$6.92M |
| 2 |
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$4.68M |
| 3 |
Jane Street
New York
|
-$2.86M |
| 4 |
CWM
Core Wealth Management
Jupiter,
Florida
|
-$2.07M |
| 5 |
KPP
Kings Path Partners
Sugar Land,
Texas
|
-$1.21M |
DUSB Hedge Fund Activity: Q4 2024 in Review
92 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2024, worth a combined $552M — up 47% from $377M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DUSB positions and 5 closed out — a net gain of 34 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was ShankerValleau Wealth Advisors, opening a new position worth an estimated $9.23M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.92M.
- 92 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2024, up from 58 in Q3 2024.
- Funds reported $552M of Dimensional Ultrashort Fixed Income ETF stock for Q4 2024, up 47% quarter-over-quarter.
- 39 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +34 holders.
- The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2024 was ShankerValleau Wealth Advisors, an estimated $9.23M added.
- The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2024 was Arkadios Wealth Advisors, an estimated $6.92M sold.
Based on aggregated 13F filings for Q4 2024.