Dimension Ultrashort Fi ETFDUSB ETF 13F holders, Q1 2024 (March 31) 32 holders
$50.57 avg. 13F price*
At the end of Q1 2024 , 32 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings. The largest holders were Market Street Wealth Management Advisors LLC ($60.9M), Sterling Wealth Management, Inc. ($24.0M) and DiNuzzo Private Wealth, Inc. ($12.0M).
Company Dimension Ultrashort Fi ETF
CUSIP 25434V591
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 12 $7.9M Exits 2 $400K
Ownership 32 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Market Street Wealth Management Advisors LLC 10.69% Add +653.3% 1,203,998 $60.9M Sterling Wealth Management, Inc. 11.96% Add +10.2% 475,276 $24.0M DiNuzzo Private Wealth, Inc. 1.61% Add +16.0% 236,317 $12.0M Chicago Partners Investment Group LLC 0.30% Add +1.1% 139,267 $7.0M Phillips Financial Management, LLC 0.47% Add +142.7% 113,508 $5.7M Envestnet Asset Management Inc. 0.00% Add +71.5% 95,094 $4.8M Root Financial Partners, LLC 1.16% Add +1732.5% 77,111 $3.9M Onyx Financial Advisors, LLC 2.24% Add +124.8% 71,654 $3.6M Apollon Wealth Management, LLC 0.09% New 54,500 $2.8M Jane Street Group, LLC 0.00% Reduce -35.1% 53,888 $2.7M Mills Wealth Advisors LLC 1.96% Add +64.6% 52,769 $2.7M Concord Wealth Partners 0.46% Add +25.3% 50,650 $2.6M Bright Financial Advisors, Inc. 1.70% — 45,067 $2.3M Great Oak Capital Partners, LLC 0.87% Add +81.4% 38,622 $2.0M Ruedi Wealth Management, Inc. 0.82% Add +68.2% 38,602 $2.0M Commonwealth Equity Services, LLC 0.00% Add +182.3% 29,464 $1.5M Wealthspan Partners, LLC 0.65% New 21,850 $1.1M FMB Wealth Management 0.87% Add +429.4% 21,636 $1.1M Applied Capital LLC 0.59% New 19,570 $990K Creative Planning 0.00% New 15,108 $764K Core Wealth Management, Inc. 0.31% New 14,016 $709K Evanson Asset Management, LLC 0.02% New 6,379 $323K Cypress Point Wealth Management, LLC 0.15% New 5,770 $292K Rehmann Capital Advisory Group 0.02% Reduce -6.9% 5,588 $283K Flow Traders U.S. LLC 0.01% New 5,062 $256K Prime Capital Investment Advisors, LLC 0.00% New 4,802 $243K Meredith Wealth Planning 0.12% New 4,365 $221K Legacy Financial Group, Inc. 0.08% Reduce -10.0% 4,124 $209K Van Hulzen Asset Management, LLC 0.01% New 4,000 $202K Lam Group, Inc. 0.10% No change 2,420 $122K Strengthening Families & Communities, LLC 0.04% Add +164.4% 1,306 $66K Allworth Financial LP 0.00% New 100 $5K
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.