Who Owns DUSB?
Dimensional - Ultrashort Fixed Income ETF — Institutional Ownership & 13F Holdings
$50.75
+0.01 (+0.01%)
Market Cap
$1.8B
Shares Outstanding
36,104,176
Institutional Holders
107
Total Inst. Value
$587.8M
% of Float Held
—
QoQ Holder Change
+90
Institutional data as of Q1 2025
New Positions
51
Closed Positions
8
Increased
42
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Planning Center, Inc. | $142.1M | 2,801,439 |
| 2 | Prudent Man Investment Management, Inc. | $57.5M | 1,137,535 |
| 3 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $43.0M | 847,825 |
| 4 | Root Financial Partners, LLC | $26.9M | 530,007 |
| 5 | SC&H Financial Advisors, Inc. | $22.2M | 437,669 |
| 6 | Chicago Partners Investment Group LLC | $20.2M | 398,343 |
| 7 | DiNuzzo Private Wealth, Inc. | $19.7M | 388,689 |
| 8 | SJS Investment Consulting Inc. | $19.3M | 380,648 |
| 9 | American Capital Advisory, LLCNew | $15.3M | 301,465 |
| 10 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $14.9M | 294,688 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Planning Center, Inc. | +306K | $142.1M |
| Root Financial Partners, LLC | +141K | $26.9M |
| SC&H Financial Advisors, Inc. | +257K | $22.2M |
| Chicago Partners Investment Group LLC | +95K | $20.2M |
| DiNuzzo Private Wealth, Inc. | +37K | $19.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | -124K | $43.0M |
| CITADEL ADVISORS LLC | -22K | $3K |
| Mills Wealth Advisors LLC | -12K | $1.1M |
| CURIO WEALTH, LLC | -10K | $520K |
| FLOW TRADERS U.S. LLC | -8K | $813K |
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Frequently Asked Questions
How many institutional investors hold DUSB?
As of Q1 2025, 107 institutional investors report holding DUSB (Dimensional - Ultrashort Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most DUSB?
The largest institutional holder of DUSB is Planning Center, Inc. with $142.1M in shares.
Are institutions buying or selling DUSB?
This quarter, 51 institutions opened new positions in DUSB and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.