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Dimensional Ultrashort Fixed Income ETF

170 hedge funds and large institutions have $1.1B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

38% more capital invested

Capital invested by funds: $798M → $1.1B (+$301M)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

22% more funds holding

Funds holding: 139170 (+31)

11.19% more ownership

Funds ownership: 54.61%65.8% (+11%)

Holders
170
Holders Change
+31
Holders Change %
+22.3%
% of All Funds
2.07%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
41
Increased
77
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$173M +$17.6M +346,870 +11%
PMIM
2
Prudent Man Investment Management
Colorado
$80.9M +$23.5M +463,237 +41%
RFP
3
Root Financial Partners
California
$65.1M +$16.7M +329,494 +34%
VT
4
Vise Technologies
New York
$58.9M +$44M +866,921 +294%
FPI
5
Financial Plan Inc
Washington
$45.4M +$45.5M +895,485 New
SIC
6
SJS Investment Consulting
Ohio
$32.6M +$2.12M +41,724 +7%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$28.7M +$5.99M +117,927 +26%
SHFA
8
SC&H Financial Advisors
Maryland
$27.3M +$254K +5,007 +0.9%
CPIG
9
Chicago Partners Investment Group
Illinois
$25.6M -$528K -10,406 -2%
SWM
10
Sterling Wealth Management
Illinois
$23.9M -$70K -1,378 -0.3%
PFM
11
Phillips Financial Management
Indiana
$23M +$2.28M +44,940 +11%
SC
12
Savant Capital
Illinois
$21M +$1.52M +30,005 +8%
RIAS
13
Rachor Investment Advisory Services
Michigan
$18.9M +$18.9M +373,013 New
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$17.8M -$6.9M -135,882 -28%
ACA
15
American Capital Advisory
Idaho
$17.7M +$402K +7,915 +2%
TAWM
16
Three Arch Wealth Management
California
$17.5M +$17.5M +345,529 New
PFA
17
Pillar Financial Advisors
Kentucky
$16.4M +$2.14M +42,238 +15%
TC
18
TAGStone Capital
North Carolina
$14.2M +$3.7M +72,958 +35%
PA
19
ProCore Advisors
California
$11.5M +$11.6M +227,998 New
BWA
20
Babb Wealth Advisors
Arizona
$11.5M +$2.77M +54,615 +32%
Mariner
21
Mariner
Kansas
$11.4M +$2.67M +52,583 +31%
HHWM
22
Hiley Hunt Wealth Management
Nebraska
$11.2M +$2.1M +41,343 +23%
JWM
23
Johnson Wealth Management
North Dakota
$10.8M +$10.8M +212,961 New
OFA
24
Onyx Financial Advisors
Idaho
$10.4M +$1.86M +36,668 +22%
NDWM
25
New Dimensions Wealth Management
Texas
$9.67M +$290K +5,711 +3%

DUSB Hedge Fund Activity: Q4 2025 in Review

170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q4 2025, worth a combined $1.1B — up 38% from $798M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DUSB positions and 8 closed out — a net gain of 33 holders — while 77 added to existing stakes and 41 trimmed.

The largest buyer was Vise Technologies, adding an estimated $44M. The largest seller was Envestnet Asset Management, cutting an estimated $7.24M.

  • 170 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $1.1B of Dimensional Ultrashort Fixed Income ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 41 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q4 2025 and 8 closed out, a net change of +33 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $44M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2025.