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Dimensional Ultrashort Fixed Income ETF

90 hedge funds and large institutions have $550M invested in Dimensional Ultrashort Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+32
Holders Change %
+55.17%
% of All Funds
1.2%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.17%
New
37
Increased
38
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCI
1
Planning Center Inc
Illinois
$126M 2,495,610 +24,926 +1%
PMIM
2
Prudent Man Investment Management
Colorado
$57.6M 1,139,200 +1,139,200 New
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$49.2M 972,182 -92,194 -9%
SWM
4
Sterling Wealth Management
Illinois
$25.3M 499,124 +833 +0.2%
RFP
5
Root Financial Partners
California
$19.7M 389,346 +150,334 +63%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$17.8M 351,193 +61,305 +21%
CPIG
7
Chicago Partners Investment Group
Illinois
$15.4M 303,637 -5,107 -2%
ACA
8
American Capital Advisory
Idaho
$14.1M 279,417 +37,161 +15%
SIC
9
SJS Investment Consulting
Ohio
$12.6M 249,075 +104,095 +72%
PFM
10
Phillips Financial Management
Indiana
$11.4M 224,896 +75,140 +50%
AFG
11
Altiora Financial Group
Ohio
$11M 217,925 +28,026 +15%
PFA
12
Pillar Financial Advisors
Kentucky
$9.49M 187,614 +187,614 New
SWA
13
ShankerValleau Wealth Advisors
Illinois
$9.21M 181,957 +181,957 New
SHFA
14
SC&H Financial Advisors
Maryland
$9.15M 180,921 +148,415 +457%
HHWM
15
Hiley Hunt Wealth Management
Nebraska
$7.71M 152,486 +31,553 +26%
AWA
16
Arkadios Wealth Advisors
Georgia
$7.47M 147,684 -136,344 -48%
MSWM
17
Master's Wealth Management
Pennsylvania
$6.7M 132,500 +132,500 New
OFA
18
Onyx Financial Advisors
Idaho
$6.39M 126,220 +14,621 +13%
SIS
19
Strategic Investment Solutions
Illinois
$6.29M 124,862 +1,803 +1%
SC
20
Savant Capital
Illinois
$6.2M 122,542 +122,542 New
RWM
21
Ruedi Wealth Management
Illinois
$6.16M 121,701 +8,524 +8%
EP
22
Essential Planning
New Hampshire
$5.32M 104,952 +104,952 New
BWA
23
Babb Wealth Advisors
Arizona
$5.27M 104,225 +104,225 New
MWM
24
Moran Wealth Management
Florida
$5.25M 103,679 +103,679 New
WCM
25
Warburton Capital Management
Oklahoma
$5.01M 98,955 +98,955 New