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Dimensional Ultrashort Fixed Income ETF

161 hedge funds and large institutions have $1.08B invested in Dimensional Ultrashort Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
$173M
PMIM
2
Prudent Man Investment Management
Colorado
$80.9M
RFP
3
Root Financial Partners
California
$65.1M
VT
4
Vise Technologies
New York
$58.9M
FPI
5
Financial Plan Inc
Washington
$45.4M
SIC
6
SJS Investment Consulting
Ohio
$32.6M
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$28.7M
SHFA
8
SC&H Financial Advisors
Maryland
$27.3M
CPIG
9
Chicago Partners Investment Group
Illinois
$25.6M
SWM
10
Sterling Wealth Management
Illinois
$23.9M
PFM
11
Phillips Financial Management
Indiana
$23M
SC
12
Savant Capital
Illinois
$21M
RIAS
13
Rachor Investment Advisory Services
Michigan
$18.9M
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$17.8M
ACA
15
American Capital Advisory
Idaho
$17.7M
TAWM
16
Three Arch Wealth Management
California
$17.5M
PFA
17
Pillar Financial Advisors
Kentucky
$16.4M
TC
18
TAGStone Capital
North Carolina
$14.2M
PA
19
ProCore Advisors
California
$11.5M
BWA
20
Babb Wealth Advisors
Arizona
$11.5M
Mariner
21
Mariner
Kansas
$11.4M
HHWM
22
Hiley Hunt Wealth Management
Nebraska
$11.2M
JWM
23
Johnson Wealth Management
North Dakota
$10.8M
OFA
24
Onyx Financial Advisors
Idaho
$10.4M
NDWM
25
New Dimensions Wealth Management
Texas
$9.67M