Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q2 2024 (June 30)47holders +15
16new positions
3sold out
1famous investor
$50.67avg. 13F price*
At the end of Q2 2024, 47 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 15 from Q1 2024. 16 opened new positions and 3 sold out. The largest holders were Planning Center, Inc. ($121.0M), Market Street Wealth Management Advisors LLC ($58.6M) and Sterling Wealth Management, Inc. ($24.8M). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $156.8M |
| Exits | 3 | $482K |
All 13F filers, Q1 2024 → Q2 2024: 3,472,159 shares bought and 153,468 shares sold, net +3,318,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Planning Center, Inc. | 15.82% | New | 2,388,867 | $121.0M |
| Market Street Wealth Management Advisors LLC | 10.04% | Reduce -4.0% | 1,155,629 | $58.6M |
| Sterling Wealth Management, Inc. | 11.77% | Add +2.9% | 489,255 | $24.8M |
| Arkadios Wealth Advisors | 0.95% | New | 277,721 | $14.1M |
| DiNuzzo Private Wealth, Inc. | 1.81% | Add +12.0% | 264,581 | $13.4M |
| Chicago Partners Investment Group LLC | 0.30% | Add +8.0% | 150,364 | $7.6M |
| Root Financial Partners, LLC | 1.71% | Add +87.0% | 144,214 | $7.3M |
| Phillips Financial Management, LLC | 0.51% | Add +7.8% | 122,344 | $6.2M |
| Strategic Investment Solutions, Inc. | 1.99% | — | 121,580 | $6.2M |
| Hiley Hunt Wealth Management | 3.24% | New | 103,629 | $5.3M |
| Onyx Financial Advisors, LLC | 2.97% | Add +36.5% | 97,846 | $5.0M |
| Altiora Financial Group, LLC | 0.98% | New | 80,607 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +39.9% | 75,368 | $3.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 2.38% | New | 67,422 | $3.4M |
| Concord Wealth Partners | 0.55% | Add +22.1% | 61,839 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +12.8% | 61,500 | $3.1M |
| Mills Wealth Advisors LLC | 2.20% | Add +15.2% | 60,797 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 59,297 | $3.0M |
| Great Oak Capital Partners, LLC | 1.06% | Add +44.3% | 55,730 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +85.4% | 54,638 | $2.8M |
| Ruedi Wealth Management, Inc. | 1.08% | Add +40.5% | 54,239 | $2.7M |
| Core Wealth Management, Inc. | 1.08% | Add +273.7% | 52,372 | $2.7M |
| Wealthspan Partners, LLC | 1.42% | Add +133.1% | 50,929 | $2.6M |
| Bright Financial Advisors, Inc. | 1.44% | Reduce -10.4% | 40,363 | $2.0M |
| Applied Capital LLC | 1.12% | Add +96.5% | 38,445 | $1.9M |
| White Wing Wealth Management | 1.34% | New | 33,076 | $1.7M |
| FMB Wealth Management | 1.15% | Add +38.1% | 29,891 | $1.5M |
| Citadel Advisors | 0.00% | New | 28,280 | $1.4M |
| Creative Planning | 0.00% | Add +79.9% | 27,185 | $1.4M |
| SJS Investment Consulting Inc. | 0.17% | New | 17,486 | $886K |
| Index Fund Advisors, Inc. | 0.04% | New | 15,283 | $774K |
| Rehmann Capital Advisory Group | 0.04% | Add +92.6% | 10,763 | $545K |
| Legacy Financial Group, Inc. | 0.13% | Add +62.6% | 6,705 | $340K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,379 | $323K |
| Financial Symmetry Inc | 0.25% | New | 6,247 | $317K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +21.7% | 5,845 | $296K |
| Cypress Point Wealth Management, LLC | 0.14% | Add +1.2% | 5,840 | $296K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +28.8% | 5,150 | $261K |
| Porter White Investment Advisors, Inc. | 0.14% | New | 5,089 | $258K |
| Dravo Bay LLC | 0.14% | New | 4,988 | $253K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -95.6% | 4,226 | $214K |
| Apella Capital, LLC | 0.01% | New | 3,950 | $200K |
| Lam Group, Inc. | 0.11% | Add +4.5% | 2,530 | $128K |
| Kings Path Partners LLC | 0.06% | — | 2,485 | $126K |
| UBS Group AG | 0.00% | New | 2,000 | $101K |
| Strengthening Families & Communities, LLC | 0.02% | Add +15.5% | 1,508 | $76K |
| Penserra Capital Management LLC | 0.00% | New | 157 | $8K |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.