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Dimensional Ultrashort Fixed Income ETF
DUSB

194 hedge funds and large institutions have $1.2B invested in Dimensional Ultrashort Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 52 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 52

14% more funds holding

Funds holding: 170 → 194 (+24)

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$104M)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

0.4% less ownership

Funds ownership: 65.8% → 65.4% (-0.4%)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
2.39%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
33
Increased
97
Reduced
52
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Avestar Capital
New York
+$13.9M
2
RFP
Root Financial Partners
California
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.8M
4
CL
Choreo LLC
Illinois
+$7.4M
5
PCI
Planning Center Inc
Illinois
+$6.89M

Top Sellers

1
PA
ProCore Advisors
California
-$10.7M
2
JAWA
John A. Wolfe & Associates
Michigan
-$7.17M
3
MWM
Moran Wealth Management
Florida
-$5.6M
4
CPIG
Chicago Partners Investment Group
Illinois
-$4.85M
5
FPI
Financial Plan Inc
Washington
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
1
Planning Center Inc
Illinois
$180M +$6.89M +135,805 +4%
PMIM
2
Prudent Man Investment Management
Colorado
$80.9M -$9.39K -185 -0%
RFP
3
Root Financial Partners
California
$76.8M +$11.6M +229,096 +18%
VT
4
Vise Technologies
New York
$58.9M – – –
FPI
5
Financial Plan Inc
Washington
$41.5M -$3.94M -77,543 -9%
SIC
6
SJS Investment Consulting
Ohio
$37.4M +$4.81M +94,772 +15%
SHFA
7
SC&H Financial Advisors
Maryland
$30.8M +$3.46M +68,198 +13%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$28.8M +$123K +2,418 +0.4%
PFM
9
Phillips Financial Management
Indiana
$26.1M +$3.07M +60,565 +13%
SWM
10
Sterling Wealth Management
Illinois
$25.1M +$1.18M +23,156 +5%
ACA
11
American Capital Advisory
Idaho
$24.5M +$6.75M +133,078 +38%
CPIG
12
Chicago Partners Investment Group
Illinois
$20.8M -$4.85M -95,631 -19%
SC
13
Savant Capital
Illinois
$20.7M -$280K -5,509 -1%
RIAS
14
Rachor Investment Advisory Services
Michigan
$19.5M +$553K +10,887 +3%
TAWM
15
Three Arch Wealth Management
California
$18.4M +$905K +17,824 +5%
PFA
16
Pillar Financial Advisors
Kentucky
$17.3M +$849K +16,731 +5%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$16.6M -$1.19M -23,407 -7%
AC
18
Avestar Capital
New York
$13.9M +$13.9M +273,313 New
FF
19
Foundry Financial
California
$12.2M +$3.86M +76,108 +46%
Mariner
20
Mariner
Kansas
$12.1M +$747K +14,715 +7%
HHWM
21
Hiley Hunt Wealth Management
Nebraska
$11.7M +$525K +10,335 +5%
TC
22
TAGStone Capital
North Carolina
$11.6M -$2.61M -51,366 -18%
OFA
23
Onyx Financial Advisors
Idaho
$11.5M +$1.14M +22,446 +11%
JWM
24
Johnson Wealth Management
North Dakota
$11.5M +$696K +13,721 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.8M +$9.8M +193,004 +998%
1
2 3 4 5

DUSB Hedge Fund Activity: Q1 2026 in Review

194 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional Ultrashort Fixed Income ETF (DUSB) for Q1 2026, worth a combined $1.2B — up 9.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DUSB positions and 6 closed out — a net gain of 27 holders — while 97 added to existing stakes and 52 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $13.9M. The largest seller was ProCore Advisors, cutting an estimated $10.7M.

  • 194 institutional investors held Dimensional Ultrashort Fixed Income ETF (DUSB) as of Q1 2026, up from 170 in Q4 2025.
  • Funds reported $1.2B of Dimensional Ultrashort Fixed Income ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 33 funds opened new Dimensional Ultrashort Fixed Income ETF positions in Q1 2026 and 6 closed out, a net change of +27 holders.
  • The largest Dimensional Ultrashort Fixed Income ETF buyer in Q1 2026 was Avestar Capital, an estimated $13.9M added.
  • The largest Dimensional Ultrashort Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2026.