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Dimensional Ultrashort Fixed Income ETF

111 hedge funds and large institutions have $621M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+21
Holders Change %
+23.33%
% of All Funds
1.51%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
30
Increased
55
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCI
1
Planning Center Inc
Illinois
$142M +$15.5M +305,829 +12%
PMIM
2
Prudent Man Investment Management
Colorado
$57.5M -$84.2K -1,665 -0.1%
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$43M -$6.31M -124,357 -13%
RFP
4
Root Financial Partners
California
$26.9M +$7.14M +140,661 +36%
SHFA
5
SC&H Financial Advisors
Maryland
$22.2M +$13M +256,748 +142%
CPIG
6
Chicago Partners Investment Group
Illinois
$20.2M +$4.81M +94,706 +31%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$19.7M +$1.9M +37,496 +11%
SIC
8
SJS Investment Consulting
Ohio
$19.3M +$6.67M +131,573 +53%
ACA
9
American Capital Advisory
Idaho
$15.3M +$1.12M +22,048 +8%
PFM
10
Phillips Financial Management
Indiana
$14.9M +$3.54M +69,792 +31%
SC
11
Savant Capital
Illinois
$14.3M +$8.11M +159,909 +130%
AFG
12
Altiora Financial Group
Ohio
$11M -$87.1K -1,716 -0.8%
PFA
13
Pillar Financial Advisors
Kentucky
$10.6M +$1.1M +21,760 +12%
NDWM
14
New Dimensions Wealth Management
Texas
$9M +$9M +177,460 New
AWA
15
Arkadios Wealth Advisors
Georgia
$8.45M +$954K +18,810 +13%
HHWM
16
Hiley Hunt Wealth Management
Nebraska
$8.43M +$691K +13,615 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.88M +$3.02M +59,503 +62%
OFA
18
Onyx Financial Advisors
Idaho
$7.75M +$1.35M +26,617 +21%
SIS
19
Strategic Investment Solutions
Illinois
$7.34M +$1M +19,805 +16%
WP
20
Wealthspan Partners
Iowa
$7.13M +$3.45M +68,090 +94%
MSWM
21
Master's Wealth Management
Pennsylvania
$6.74M +$20K +394 +0.3%
RWM
22
Ruedi Wealth Management
Illinois
$6.24M +$68.1K +1,342 +1%
BWA
23
Babb Wealth Advisors
Arizona
$6.13M +$844K +16,632 +16%
SPA
24
Shore Point Advisors
New Jersey
$5.88M +$5.88M +115,853 New
WCM
25
Warburton Capital Management
Oklahoma
$5.06M +$39.9K +787 +0.8%