Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q3 2024 (September 30)58holders +11
14new positions
3sold out
1famous investor
$50.77avg. 13F price*
At the end of Q3 2024, 58 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 11 from Q2 2024. 14 opened new positions and 3 sold out. The largest holders were Planning Center, Inc. ($125.4M), Market Street Wealth Management Advisors LLC ($54.0M) and Sterling Wealth Management, Inc. ($25.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $20.5M |
| Exits | 3 | $310K |
All 13F filers, Q2 2024 → Q3 2024: 1,278,902 shares bought and 214,152 shares sold, net +1,064,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Planning Center, Inc. | 15.45% | Add +3.4% | 2,470,684 | $125.4M |
| Market Street Wealth Management Advisors LLC | 8.89% | Reduce -7.9% | 1,064,376 | $54.0M |
| Sterling Wealth Management, Inc. | 9.44% | Add +1.9% | 498,291 | $25.3M |
| Chicago Partners Investment Group LLC | 0.56% | Add +105.3% | 308,744 | $15.6M |
| DiNuzzo Private Wealth, Inc. | 1.81% | Add +9.6% | 289,888 | $14.7M |
| Arkadios Wealth Advisors | 0.82% | Add +2.3% | 284,028 | $14.4M |
| American Capital Advisory, LLC | 7.13% | New | 242,256 | $12.3M |
| Root Financial Partners, LLC | 1.94% | Add +65.7% | 239,012 | $12.1M |
| Altiora Financial Group, LLC | 2.13% | Add +135.6% | 189,899 | $9.6M |
| Phillips Financial Management, LLC | 0.59% | Add +22.4% | 149,756 | $7.6M |
| SJS Investment Consulting Inc. | 1.30% | Add +729.1% | 144,980 | $7.4M |
| Strategic Investment Solutions, Inc. | 1.88% | Add +1.2% | 123,059 | $6.3M |
| Hiley Hunt Wealth Management | 3.52% | Add +16.7% | 120,933 | $6.1M |
| Ruedi Wealth Management, Inc. | 1.97% | Add +108.7% | 113,177 | $5.7M |
| Onyx Financial Advisors, LLC | 3.11% | Add +14.1% | 111,599 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.1% | 66,141 | $3.4M |
| Great Oak Capital Partners, LLC | 1.13% | Add +14.9% | 64,061 | $3.3M |
| Apollon Wealth Management, LLC | 0.09% | Add +1.6% | 62,500 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.0% | 62,263 | $3.2M |
| Wealthspan Partners, LLC | 1.49% | Add +16.8% | 59,460 | $3.0M |
| Applied Capital LLC | 1.51% | Add +50.4% | 57,829 | $2.9M |
| Bright Financial Advisors, Inc. | 1.83% | Add +40.5% | 56,730 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -25.3% | 56,336 | $2.9M |
| Mills Wealth Advisors LLC | 1.96% | Reduce -7.7% | 56,103 | $2.8M |
| Concord Wealth Partners | 0.45% | Reduce -14.1% | 53,118 | $2.7M |
| Core Wealth Management, Inc. | 1.08% | No change | 52,372 | $2.7M |
| Kings Path Partners LLC | 1.01% | Add +1812.8% | 47,533 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 46,289 | $2.4M |
| FMB Wealth Management | 1.06% | Add +23.4% | 36,883 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.36% | New | 32,506 | $1.7M |
| White Wing Wealth Management | 1.05% | Reduce -19.1% | 26,741 | $1.4M |
| Creative Planning | 0.00% | Reduce -4.3% | 26,023 | $1.3M |
| Index Fund Advisors, Inc. | 0.05% | Add +13.6% | 17,367 | $882K |
| Betterment LLC | 0.00% | New | 16,711 | $848K |
| Meredith Wealth Planning | 0.37% | New | 15,212 | $772K |
| Envestnet Asset Management Inc. | 0.00% | Add +248.1% | 14,710 | $747K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.37% | Reduce -82.0% | 12,128 | $616K |
| Flow Traders U.S. LLC | 0.03% | New | 11,710 | $595K |
| Rehmann Capital Advisory Group | 0.04% | Add +4.7% | 11,263 | $572K |
| Financial Symmetry Inc | 0.39% | Add +77.5% | 11,086 | $563K |
| Private Advisor Group, LLC | 0.00% | New | 9,250 | $470K |
| Cypress Point Wealth Management, LLC | 0.18% | Add +52.6% | 8,914 | $453K |
| Corus Family Wealth Advisors | 0.29% | New | 8,135 | $413K |
| Two Sigma Securities, LLC | 0.03% | New | 8,080 | $410K |
| Legacy Financial Group, Inc. | 0.14% | Add +18.1% | 7,917 | $401K |
| Citadel Advisors | 0.00% | Reduce -73.0% | 7,645 | $388K |
| Evanson Asset Management, LLC | 0.02% | Add +4.6% | 6,671 | $339K |
| HighTower Advisors, LLC | 0.00% | New | 6,043 | $307K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 5,845 | $297K |
| Porter White Investment Advisors, Inc. | 0.15% | Add +14.4% | 5,820 | $295K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -2.9% | 5,000 | $254K |
| Dravo Bay LLC | 0.12% | Reduce -6.4% | 4,669 | $237K |
| Diversify Wealth Management, LLC | 0.02% | New | 4,122 | $209K |
| Lam Group, Inc. | 0.07% | Reduce -17.8% | 2,080 | $106K |
| Hobbs Group Advisors, LLC | 0.04% | New | 2,000 | $102K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,855 | $94K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.3% | 1,527 | $78K |
| Coston, McIsaac & Partners | 0.00% | New | 59 | $2K |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.