Who Owns Dimensional - Ultrashort Fixed Income ETF (DUSB)?Hedge Fund & Institutional Holders

$50.77+0.01 (+0.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7306280898650996e+215T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$50.48$50.59$50.70$50.81$50.91Sep 24Jun 25Mar 26

DUSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Planning Center, Inc.New Position+3.4M+$173.1M
Prudent Man Investment Management, Inc.New Position+1.6M+$80.9M
Root Financial Partners, LLCNew Position+1.3M+$65.1M
Financial Plan, Inc.New Position+895K+$45.4M
SJS Investment Consulting Inc.New Position+643K+$32.6M
SC&H Financial Advisors, Inc.New Position+539K+$27.3M
Chicago Partners Investment Group LLCNew Position+505K+$25.6M
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+454K+$23.0M
Savant Capital, LLCNew Position+415K+$20.0M
Rachor Investment Advisory Services, LLCNew Position+373K+$18.9M
American Capital Advisory, LLCNew Position+350K+$17.7M
Three Arch Wealth Management LLCNew Position+346K+$17.5M
TAGStone Capital, Inc.New Position+280K+$14.2M
ProCore Advisors, LLCNew Position+228K+$11.5M
Johnson Wealth Management, LLCNew Position+213K+$10.8M

DUSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCDecreased-136K-$24.7B
Sterling Wealth Management, Inc.Decreased-1K-$24.0B
CITADEL ADVISORS LLCDecreased-48K-$8.2B
Strategic Investment Solutions, Inc. /ILClosed Position-116K-$5.9B
JANE STREET GROUP, LLCDecreased-35K-$5.9B
Kestra Advisory Services, LLCDecreased-5K-$4.6B
BRIGHT FINANCIAL ADVISORS, INC.Decreased-4K-$4.2B
VESTIA PERSONAL WEALTH ADVISORSDecreased-21K-$3.8B
Financial Harvest, LLCDecreased-5K-$3.0B
Pathstone Holdings, LLCDecreased-303-$3.0B
XY Planning Network, Inc.Decreased-2K-$1.8B
HighTower Advisors, LLCDecreased-5K-$1.7B
CARY STREET PARTNERS FINANCIAL LLCDecreased-15K-$1.5B
Eaton-Cambridge Inc.Decreased-13K-$999.9M
ShankerValleau Wealth Advisors, Inc.Decreased-2K-$607.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Planning Center, Inc.3,416,822$173.1M17.67%Share
2Prudent Man Investment Management, Inc.1,597,198$80.9M27.20%Share
3Root Financial Partners, LLC1,285,274$65.1M3.33%Share
4Vise Technologies, Inc.1,162,271$58.0M1.14%Share
5Financial Plan, Inc.895,485$45.4M5.21%Share
6SJS Investment Consulting Inc.642,934$32.6M4.12%Share
7DiNuzzo Private Wealth, Inc.565,854$28.7M3.12%Share
8SC&H Financial Advisors, Inc.539,150$27.3M4.22%Share
9Chicago Partners Investment Group LLC505,089$25.6M0.63%Share
10Sterling Wealth Management, Inc.471,891$23.9M6.82%Share
11PHILLIPS FINANCIAL MANAGEMENT, LLC454,478$23.0M1.48%Share
12Savant Capital, LLC414,522$20.0M0.11%Share
13Rachor Investment Advisory Services, LLC373,013$18.9M10.02%Share
14MARKET STREET WEALTH MANAGEMENT ADVISORS LLC351,545$17.8M2.77%Share
15American Capital Advisory, LLC350,439$17.7M7.69%Share
16Three Arch Wealth Management LLC345,529$17.5M3.28%Share
17Pillar Financial Advisors, LLC323,503$16.4M9.88%Share
18TAGStone Capital, Inc.279,625$14.2M5.27%Share
19ProCore Advisors, LLC227,598$11.5M11.82%Share
20Babb Wealth Advisors LLC226,158$11.5M6.47%Share
21Hiley Hunt Wealth Management221,349$11.2M5.02%Share
22Johnson Wealth Management, LLC211,246$10.7M5.32%Share
23Onyx Financial Advisors, LLC204,666$10.4M4.39%Share
24Mariner, LLC208,303$10.0M0.01%Share
25New Dimensions Wealth Management, LLC190,927$9.7M8.27%Share
26Altiora Financial Group, LLC178,632$9.0M1.56%Share
27Moran Wealth Management, LLC175,926$8.9M0.27%Share
28WEALTHSPAN PARTNERS, LLC171,672$8.7M3.16%Share
29Foundry Financial LLC164,505$8.3M4.38%Share
30Ruedi Wealth Management, Inc.156,439$7.9M2.08%Share
31Tumwater Wealth Management, LLC156,210$7.9M3.22%Share
32Mattern Wealth Management LLC155,946$7.9M1.52%Share
33Parkwoods Wealth Partners, LLC150,855$7.6M2.25%Share
34Financial Symmetry Inc147,918$7.5M3.06%Share
35Wolfstich Capital, LLC143,435$7.3M6.69%Share
36Shore Point Advisors, LLC139,500$7.1M2.99%Share
37Arkadios Wealth Advisors146,270$7.0M0.14%Share
38Leading Edge Financial Planning LLC131,653$6.7M1.52%Share
39CLUNE & ASSOCIATES, LTD.107,567$5.4M1.18%Share
40Cogent Private Wealth, Inc.104,905$5.3M4.05%Share
41Index Fund Advisors, Inc.101,099$5.1M0.24%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC98,947$5.0M0.01%Share
43CITADEL ADVISORS LLC112,737$5.0M0.00%Share
44Creative Planning103,373$5.0M0.00%Share
45Betterment LLC92,985$4.7M0.01%Share
46Coston, McIsaac & Partners91,175$4.6M1.07%Share
47AssuredPartners Investment Advisors, LLC89,907$4.6M0.68%Share
48DRAVO BAY LLC86,232$4.4M1.81%Share
49Dynamic Advisor Solutions LLC85,594$4.3M0.14%Share
50Concord Wealth Partners79,935$4.0M0.53%Share

DUSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025160$1.1B+84
Q3 202576$234.8B-45
Q2 2025121$690.1B+13
Q1 2025108$599.9B+44
Q4 202464$47.7T+34
Q3 202430$49.7T+5
Q2 202425$38.9T+8
Q1 202417$24.0T—

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As of Q4 2025, 50 institutional investors hold DUSB (Dimensional - Ultrashort Fixed Income ETF). The largest holder is Planning Center, Inc. with $173.1M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own DUSB?

As of Q4 2025, 50 institutional investors report holding DUSB (Dimensional - Ultrashort Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of DUSB?

The largest institutional holder of DUSB is Planning Center, Inc. with $173.1M in shares.

Is institutional ownership of DUSB increasing or decreasing?

This quarter, 15 institutions opened new positions in DUSB and 1 closed their positions.