Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q2 2026 (June 30)185holders −12
14new positions
21sold out
1famous investor
$50.77avg. 13F price*
At the end of Q2 2026, 185 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, down 12 from Q1 2026. 14 opened new positions and 21 sold out. The largest holders were Planning Center, Inc. ($186.8M), Root Financial Partners, LLC ($94.8M) and Vise Technologies, Inc. ($90.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimension Ultrashort Fi ETF
- CUSIP
- 25434V591
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $21.9M |
| Exits | 21 | $22.8M |
All 13F filers, Q1 2026 → Q2 2026: 4,647,361 shares bought and 1,478,538 shares sold, net +3,168,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Planning Center, Inc. | 17.63% | Add +3.5% | 3,678,554 | $186.8M |
| Root Financial Partners, LLC | 3.68% | Add +23.2% | 1,866,250 | $94.8M |
| Vise Technologies, Inc. | 1.03% | Add +53.7% | 1,786,825 | $90.7M |
| Prudent Man Investment Management, Inc. | 27.15% | Reduce -1.6% | 1,571,347 | $79.6M |
| Savant Capital, LLC | 0.15% | Add +149.2% | 1,019,305 | $51.8M |
| Financial Harvest, LLC | 17.45% | Add +1020.2% | 831,400 | $42.2M |
| SJS Investment Consulting Inc. | 4.08% | Add +0.0% | 737,985 | $37.5M |
| SC&H Financial Advisors, Inc. | 4.35% | Add +6.3% | 645,927 | $32.8M |
| DiNuzzo Private Wealth, Inc. | 3.13% | Add +9.8% | 623,822 | $31.7M |
| Financial Plan, Inc. | 2.83% | Reduce -28.2% | 587,139 | $29.8M |
| American Capital Advisory, LLC | 9.49% | Add +5.9% | 511,900 | $26.0M |
| Sterling Wealth Management, Inc. | 6.30% | Add +0.8% | 499,163 | $25.3M |
| Three Arch Wealth Management LLC | 3.31% | Add +16.8% | 424,532 | $21.6M |
| Rachor Investment Advisory Services, LLC | 9.81% | Add +2.2% | 392,443 | $19.9M |
| Pillar Financial Advisors, LLC | 10.26% | Add +13.6% | 386,385 | $19.6M |
| Chicago Partners Investment Group LLC | 0.39% | Reduce -6.3% | 383,636 | $19.4M |
| Phillips Financial Management, LLC | 1.35% | Reduce -29.8% | 361,664 | $18.4M |
| Aspen Capital Management, LLC | 3.94% | Add +640.8% | 351,153 | $17.8M |
| Market Street Wealth Management Advisors LLC | 2.53% | Add +6.8% | 350,343 | $17.8M |
| Avestar Capital, LLC | 0.89% | Add +8.6% | 296,914 | $15.1M |
| Foundry Financial LLC | 4.54% | Add +10.3% | 265,312 | $13.5M |
| Johnson Wealth Management, LLC | 5.56% | Add +14.0% | 258,411 | $13.1M |
| Mariner, LLC | 0.01% | Add +7.2% | 255,920 | $13.0M |
| Onyx Financial Advisors, LLC | 4.64% | Add +11.8% | 253,807 | $12.9M |
| Hiley Hunt Wealth Management | 5.03% | Add +8.2% | 250,727 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 225,932 | $11.5M |
| Babb Wealth Advisors LLC | 5.32% | Add +3.3% | 217,424 | $11.0M |
| Wolfstich Capital, LLC | 8.39% | Add +53.8% | 214,072 | $10.9M |
| TAGStone Capital, Inc. | 3.38% | Reduce -8.3% | 209,246 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +122.3% | 199,906 | $10.2M |
| New Dimensions Wealth Management, LLC | 7.66% | Add +1.0% | 199,748 | $10.1M |
| Financial Symmetry Inc | 3.28% | Add +4.8% | 193,362 | $9.8M |
| Tumwater Wealth Management, LLC | 3.55% | Add +4.8% | 193,333 | $9.8M |
| Creative Planning | 0.01% | Add +16.0% | 177,152 | $9.0M |
| Wealthspan Partners, LLC | 2.74% | Add +7.7% | 171,441 | $8.7M |
| Arkadios Wealth Advisors | 0.13% | Add +10.9% | 168,178 | $8.5M |
| Choreo, LLC | 0.09% | Add +14.6% | 167,029 | $8.5M |
| Ruedi Wealth Management, Inc. | 1.96% | Add +8.7% | 164,162 | $8.3M |
| Mattern Wealth Management LLC | 1.29% | Add +5.6% | 154,640 | $7.9M |
| Shore Point Advisors, LLC | 2.65% | Add +4.5% | 154,949 | $7.7M |
| Parkwoods Wealth Partners, LLC | 1.24% | Add +2.2% | 151,487 | $7.7M |
| Leading Edge Financial Planning LLC | 1.37% | Add +8.1% | 151,087 | $7.7M |
| Tencap Wealth Coaching, LLC | 2.42% | New | 150,331 | $7.6M |
| Fiduciary Financial Advisors | 0.74% | New | 142,983 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +10.8% | 140,047 | $7.1M |
| Pathstone Holdings, LLC | 0.02% | Add +139.8% | 135,956 | $6.9M |
| Citadel Advisors | 0.00% | Add +37.3% | 120,512 | $6.1M |
| Strategic Investment Solutions, Inc. | 1.33% | Add +5.2% | 114,748 | $5.8M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -14.8% | 110,257 | $5.6M |
| Betterment LLC | 0.01% | Add +6.2% | 109,524 | $5.6M |
| Tillman Hartley LLC | 1.24% | Add +120.5% | 108,825 | $5.5M |
| Altiora Financial Group, LLC | 0.82% | Reduce -6.5% | 102,137 | $5.2M |
| Cogent Private Wealth, Inc. | 3.13% | Reduce -29.7% | 98,559 | $5.0M |
| 3 Factor Indexing, LLC | 4.17% | Reduce -24.0% | 97,091 | $4.9M |
| AssuredPartners Investment Advisors, LLC | 0.48% | Add +5.6% | 97,003 | $4.9M |
| Live Oak Private Wealth LLC | 0.60% | Add +393.6% | 93,936 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 92,271 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +17.3% | 90,237 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -1.2% | 90,194 | $4.6M |
| Navigoe, LLC | 2.38% | Add +20.7% | 89,744 | $4.6M |
| Great Oak Capital Partners, LLC | 0.96% | Add +17.7% | 87,106 | $4.4M |
| Vance Wealth, LLC | 0.98% | Reduce -10.3% | 85,761 | $4.4M |
| Coston, McIsaac & Partners | 0.84% | Reduce -0.2% | 82,107 | $4.2M |
| Concord Wealth Partners | 0.47% | Add +0.9% | 80,989 | $4.1M |
| Bright Financial Advisors, Inc. | 1.66% | Reduce -4.9% | 78,045 | $4.0M |
| Outbound Financial Inc | 2.49% | Add +91.6% | 75,678 | $3.8M |
| Strathmore Capital Advisors, Inc. | 1.02% | Add +3.0% | 74,482 | $3.8M |
| Apella Capital, LLC | 0.05% | Reduce -23.5% | 72,060 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.3% | 71,202 | $3.6M |
| DWR Wealth Management, LLC | 2.70% | Add +3.9% | 70,991 | $3.6M |
| Vestia Personal Wealth Advisors | 1.24% | Reduce -2.8% | 62,620 | $3.2M |
| Quantum Financial Advisors, LLC | 0.31% | No change | 62,455 | $3.2M |
| FMB Wealth Management | 1.13% | Reduce -2.8% | 60,507 | $3.1M |
| Applied Capital LLC | 0.99% | Add +54.9% | 60,249 | $3.1M |
| Savvy Advisors, Inc. | 0.07% | Add +109.1% | 59,802 | $3.0M |
| Optimus Capital Advisors, LLC | 1.57% | Reduce -15.8% | 57,484 | $2.9M |
| Kings Path Partners LLC | 0.78% | Add +130.9% | 57,413 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +19.9% | 56,844 | $2.9M |
| Everest Financial Group LLC | 0.39% | Reduce -5.9% | 56,825 | $2.9M |
| LPL Financial LLC | 0.00% | Add +31.2% | 56,258 | $2.9M |
| Studio Investment Management LLC | 0.48% | Add +22.9% | 55,972 | $2.8M |
| Index Fund Advisors, Inc. | 0.11% | Reduce -53.1% | 54,069 | $2.7M |
| LRI Investments, LLC | 0.22% | Add +36.9% | 53,750 | $2.7M |
| Burk Holdings LLC | 0.94% | No change | 50,057 | $2.5M |
| SpringVest Wealth Management LLC | 1.56% | Add +119.4% | 48,972 | $2.5M |
| Core Wealth Management, Inc. | 0.70% | Add +4.6% | 48,950 | $2.5M |
| ATLas Financial Planning LLC | 2.01% | Add +1.8% | 48,788 | $2.5M |
| Factor Wealth Management LTD | 0.37% | Reduce -46.8% | 48,520 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +173569.2% | 45,154 | $2.3M |
| XY Planning Network, Inc. | 0.28% | Add +50.1% | 43,572 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 40,000 | $2.0M |
| Forza Wealth Management, LLC | 0.60% | Add +1.3% | 38,694 | $2.0M |
| Torren Management, LLC | 1.00% | Reduce -67.3% | 38,623 | $2.0M |
| Bullock Wealth Management Group | 0.85% | Reduce -31.0% | 38,542 | $2.0M |
| Meredith Wealth Planning | 0.45% | Add +4.1% | 37,778 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 37,101 | $1.9M |
| MB Generational Wealth, LLC | 0.89% | Add +25.4% | 35,928 | $1.8M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.8% | 34,500 | $1.8M |
| V2 Financial group LLC | 0.63% | New | 33,086 | $1.7M |
| Balboa Wealth Partners | 0.22% | Reduce -1.9% | 31,996 | $1.6M |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.