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Dimensional Ultrashort Fixed Income ETF

138 hedge funds and large institutions have $796M invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

12% more capital invested

Capital invested by funds: $709M → $796M (+$87.9M)

10% more funds holding

Funds holding: 126138 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.07% less ownership

Funds ownership: 54.54%54.48% (-0.07%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
28
Increased
66
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$156M +$7.15M +140,752 +5%
PMIM
2
Prudent Man Investment Management
Colorado
$57.4M -$1.02K -20 -0%
RFP
3
Root Financial Partners
California
$48.5M +$17.6M +347,155 +57%
SIC
4
SJS Investment Consulting
Ohio
$30.5M +$9.49M +186,794 +45%
SHFA
5
SC&H Financial Advisors
Maryland
$27.1M -$1.44M -28,359 -5%
CPIG
6
Chicago Partners Investment Group
Illinois
$26.2M +$3.43M +67,629 +15%
MSWMA
7
Market Street Wealth Management Advisors
Indiana
$24.8M -$9.46M -186,209 -28%
SWM
8
Sterling Wealth Management
Illinois
$24M +$650K +12,793 +3%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$22.7M +$2.19M +43,127 +11%
PFM
10
Phillips Financial Management
Indiana
$20.8M +$6M +118,091 +41%
SC
11
Savant Capital
Illinois
$19.5M +$4.35M +85,707 +29%
ACA
12
American Capital Advisory
Idaho
$17.4M +$1.03M +20,240 +6%
VT
13
Vise Technologies
New York
$15M +$15M +295,350 New
PFA
14
Pillar Financial Advisors
Kentucky
$14.3M +$2.98M +58,583 +26%
TC
15
TAGStone Capital
North Carolina
$10.5M -$951K -18,717 -8%
WP
16
Wealthspan Partners
Iowa
$10.2M +$1.09M +21,380 +12%
AFG
17
Altiora Financial Group
Ohio
$10.1M -$490K -9,654 -5%
NDWM
18
New Dimensions Wealth Management
Texas
$9.41M +$102K +2,011 +1%
HHWM
19
Hiley Hunt Wealth Management
Nebraska
$9.14M +$579K +11,396 +7%
Mariner
20
Mariner
Kansas
$8.71M -$217K -4,267 -2%
BWA
21
Babb Wealth Advisors
Arizona
$8.71M +$2.73M +53,678 +46%
OFA
22
Onyx Financial Advisors
Idaho
$8.53M +$474K +9,324 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.22M -$296K -5,824 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$8.18M +$8.18M +161,032 New
MSWM
25
Master's Wealth Management
Pennsylvania
$7.51M +$470K +9,252 +7%