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Dimensional Ultrashort Fixed Income ETF

127 hedge funds and large institutions have $710M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

14% more funds holding

Funds holding: 111127 (+16)

14% more capital invested

Capital invested by funds: $621M → $710M (+$88.8M)

0.14% more ownership

Funds ownership: 54.54%54.68% (+0.14%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.67%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
24
Increased
69
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$149M +$6.48M +127,761 +5%
PMIM
2
Prudent Man Investment Management
Colorado
$57.4M -$171K -3,369 -0.3%
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$34.2M -$8.84M -174,189 -21%
RFP
4
Root Financial Partners
California
$30.9M +$3.99M +78,618 +15%
SHFA
5
SC&H Financial Advisors
Maryland
$28.5M +$6.33M +124,833 +29%
SWM
6
Sterling Wealth Management
Illinois
$23.4M +$23.4M +460,476 New
CPIG
7
Chicago Partners Investment Group
Illinois
$22.7M +$2.51M +49,523 +12%
SIC
8
SJS Investment Consulting
Ohio
$21M +$1.71M +33,768 +9%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$20.5M +$817K +16,111 +4%
ACA
10
American Capital Advisory
Idaho
$16.4M +$1.06M +20,819 +7%
SC
11
Savant Capital
Illinois
$15.2M +$830K +16,359 +6%
PFM
12
Phillips Financial Management
Indiana
$14.8M -$164K -3,241 -1%
TC
13
TAGStone Capital
North Carolina
$11.4M +$8.82M +173,918 +338%
PFA
14
Pillar Financial Advisors
Kentucky
$11.3M +$675K +13,308 +6%
AFG
15
Altiora Financial Group
Ohio
$10.6M -$349K -6,883 -3%
MWM
16
Moran Wealth Management
Florida
$9.41M +$9.41M +185,413 New
NDWM
17
New Dimensions Wealth Management
Texas
$9.33M +$291K +5,745 +3%
WP
18
Wealthspan Partners
Iowa
$9.08M +$1.95M +38,350 +27%
Mariner
19
Mariner
Kansas
$8.92M +$4.3M +84,745 +93%
HHWM
20
Hiley Hunt Wealth Management
Nebraska
$8.57M +$127K +2,509 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.51M +$628K +12,384 +8%
OFA
22
Onyx Financial Advisors
Idaho
$8.05M +$296K +5,837 +4%
SIS
23
Strategic Investment Solutions
Illinois
$7.49M +$162K +3,201 +2%
MSWM
24
Master's Wealth Management
Pennsylvania
$7.03M +$288K +5,668 +4%
MWM
25
Mattern Wealth Management
Kansas
$6.62M +$3.3M +64,954 +99%

DUSB Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q2 2025, worth a combined $710M — up 14% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DUSB positions and 7 closed out — a net gain of 17 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was Moran Wealth Management, opening a new position worth an estimated $9.41M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $8.84M.

  • 127 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $710M of Dimensional Ultrashort Fixed Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q2 2025 and 7 closed out, a net change of +17 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q2 2025 was Moran Wealth Management, an estimated $9.41M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q2 2025 was Market Street Wealth Management Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2025.