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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
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$142M
PMIM
2
Prudent Man Investment Management
Colorado
$57.5M
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$43M
RFP
4
Root Financial Partners
California
$26.9M
SHFA
5
SC&H Financial Advisors
Maryland
$22.2M
CPIG
6
Chicago Partners Investment Group
Illinois
$20.2M
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$19.7M
SIC
8
SJS Investment Consulting
Ohio
$19.3M
ACA
9
American Capital Advisory
Idaho
$15.3M
PFM
10
Phillips Financial Management
Indiana
$14.9M
SC
11
Savant Capital
Illinois
$14.3M
AFG
12
Altiora Financial Group
Ohio
$11M
PFA
13
Pillar Financial Advisors
Kentucky
$10.6M
NDWM
14
New Dimensions Wealth Management
Texas
$9M
AWA
15
Arkadios Wealth Advisors
Georgia
$8.45M
HHWM
16
Hiley Hunt Wealth Management
Nebraska
$8.43M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.88M
OFA
18
Onyx Financial Advisors
Idaho
$7.75M
SIS
19
Strategic Investment Solutions
Illinois
$7.34M
WP
20
Wealthspan Partners
Iowa
$7.13M
MSWM
21
Master's Wealth Management
Pennsylvania
$6.74M
RWM
22
Ruedi Wealth Management
Illinois
$6.24M
BWA
23
Babb Wealth Advisors
Arizona
$6.13M
SPA
24
Shore Point Advisors
New Jersey
$5.88M
WCM
25
Warburton Capital Management
Oklahoma
$5.06M