Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q4 2024 (December 31)91holders +33
24new positions
5sold out
1famous investor
$50.59avg. 13F price*
At the end of Q4 2024, 91 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 33 from Q3 2024. 24 opened new positions and 5 sold out. The largest holders were Planning Center, Inc. ($126.3M), Prudent Man Investment Management, Inc. ($57.6M) and Market Street Wealth Management Advisors LLC ($49.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $42.2M |
| Exits | 5 | $4.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,918,572 shares bought and 428,552 shares sold, net +1,490,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Planning Center, Inc. | 16.02% | Add +1.0% | 2,495,610 | $126.3M |
| Prudent Man Investment Management, Inc. | 31.90% | — | 1,139,200 | $57.6M |
| Market Street Wealth Management Advisors LLC | 8.26% | Reduce -8.7% | 972,182 | $49.2M |
| Sterling Wealth Management, Inc. | 9.33% | Add +0.2% | 499,124 | $25.3M |
| Root Financial Partners, LLC | 2.44% | Add +62.9% | 389,346 | $19.7M |
| DiNuzzo Private Wealth, Inc. | 2.25% | Add +21.1% | 351,193 | $17.8M |
| Chicago Partners Investment Group LLC | 0.51% | Reduce -1.6% | 303,637 | $15.4M |
| American Capital Advisory, LLC | 7.83% | Add +15.3% | 279,417 | $14.1M |
| SJS Investment Consulting Inc. | 2.18% | Add +71.8% | 249,075 | $12.6M |
| Phillips Financial Management, LLC | 0.89% | Add +50.2% | 224,896 | $11.4M |
| Altiora Financial Group, LLC | 2.40% | Add +14.8% | 217,925 | $11.0M |
| Pillar Financial Advisors, LLC | 7.27% | — | 187,614 | $9.5M |
| ShankerValleau Wealth Advisors, Inc. | 2.96% | New | 181,957 | $9.2M |
| SC&H Financial Advisors, Inc. | 1.89% | Add +456.6% | 180,921 | $9.2M |
| Hiley Hunt Wealth Management | 4.28% | Add +26.1% | 152,486 | $7.7M |
| Arkadios Wealth Advisors | 0.41% | Reduce -48.0% | 147,684 | $7.5M |
| Master's Wealth Management Inc. | 3.58% | — | 132,500 | $6.7M |
| Onyx Financial Advisors, LLC | 3.50% | Add +13.1% | 126,220 | $6.4M |
| Strategic Investment Solutions, Inc. | 2.11% | Add +1.5% | 124,862 | $6.3M |
| Savant Capital, LLC | 0.05% | New | 122,542 | $6.2M |
| Ruedi Wealth Management, Inc. | 1.94% | Add +7.5% | 121,701 | $6.2M |
| Essential Planning, LLC. | 0.03% | New | 104,952 | $5.3M |
| Babb Wealth Advisors LLC | 4.25% | — | 104,225 | $5.3M |
| Moran Wealth Management, LLC | 0.17% | New | 103,679 | $5.2M |
| Warburton Capital Management, LLC | 3.76% | — | 98,955 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +551.5% | 95,832 | $4.8M |
| Financial Harvest, LLC | 4.04% | — | 94,621 | $4.8M |
| Leading Edge Financial Planning LLC | 1.44% | New | 86,701 | $4.4M |
| Applied Capital LLC | 2.22% | Add +48.0% | 85,598 | $4.3M |
| Factor Wealth Management LTD | 1.33% | — | 79,086 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.7% | 75,169 | $3.8M |
| Citadel Advisors | 0.00% | Add +870.1% | 74,167 | $3.8M |
| Wealthspan Partners, LLC | 1.75% | Add +21.9% | 72,469 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.4% | 65,639 | $3.3M |
| Apollon Wealth Management, LLC | 0.08% | Add +4.8% | 65,500 | $3.3M |
| Great Oak Capital Partners, LLC | 1.09% | Add +0.4% | 64,314 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +33.2% | 61,655 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | New | 55,189 | $2.8M |
| Bright Financial Advisors, Inc. | 1.75% | Reduce -2.8% | 55,143 | $2.8M |
| Dravo Bay LLC | 1.03% | Add +797.9% | 41,924 | $2.1M |
| Wolfstich Capital, LLC | 1.88% | — | 41,915 | $2.1M |
| Mattern Wealth Management LLC | 0.44% | New | 39,621 | $2.0M |
| FMB Wealth Management | 1.04% | Reduce -1.2% | 36,453 | $1.8M |
| Concord Wealth Partners | 0.30% | Reduce -31.7% | 36,257 | $1.8M |
| Navigoe, LLC | 1.66% | — | 33,594 | $1.7M |
| Mills Wealth Advisors LLC | 0.96% | Reduce -40.3% | 33,494 | $1.7M |
| Financial Symmetry Inc | 1.12% | Add +195.4% | 32,749 | $1.7M |
| PBMares Wealth Management LLC | 0.33% | New | 32,041 | $1.6M |
| Coston, McIsaac & Partners | 0.46% | Add +52154.2% | 30,830 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +395.1% | 29,917 | $1.5M |
| Parkworth Wealth Management, Inc. | 1.24% | — | 29,509 | $1.5M |
| Rehmann Capital Advisory Group | 0.09% | Add +144.1% | 27,490 | $1.4M |
| Meredith Wealth Planning | 0.61% | Add +76.8% | 26,896 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | New | 26,800 | $1.4M |
| Creative Planning | 0.00% | Add +1.0% | 26,291 | $1.3M |
| Betterment LLC | 0.00% | Add +53.1% | 25,583 | $1.3M |
| White Wing Wealth Management | 0.95% | Reduce -5.4% | 25,303 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Add +102.8% | 23,742 | $1.2M |
| Kings Path Partners LLC | 0.51% | Reduce -50.3% | 23,616 | $1.2M |
| BCU Wealth Advisors, LLC | 0.61% | New | 20,994 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.48% | Add +223.2% | 18,809 | $952K |
| Index Fund Advisors, Inc. | 0.04% | Reduce -7.5% | 16,060 | $812K |
| Strathmore Capital Advisors, Inc. | 0.52% | — | 14,091 | $713K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 13,301 | $673K |
| Core Wealth Management, Inc. | 0.23% | Reduce -77.9% | 11,559 | $585K |
| Curio Wealth, LLC | 0.28% | — | 10,288 | $520K |
| Corus Family Wealth Advisors | 0.32% | Add +14.6% | 9,321 | $472K |
| Fig Financial Advisory Services Inc. | 0.30% | — | 8,585 | $434K |
| Cypress Point Wealth Management, LLC | 0.13% | Reduce -4.2% | 8,537 | $432K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.9% | 7,869 | $398K |
| Legacy Financial Group, Inc. | 0.11% | Reduce -15.5% | 6,688 | $338K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +9.8% | 6,418 | $325K |
| Acorn Wealth Advisors, LLC | 0.13% | New | 6,390 | $323K |
| Evanson Asset Management, LLC | 0.02% | Reduce -4.4% | 6,379 | $323K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +14.6% | 5,730 | $290K |
| LPL Financial LLC | 0.00% | New | 5,362 | $271K |
| Pure Financial Advisors, LLC | 0.01% | New | 5,265 | $266K |
| Vestia Personal Wealth Advisors | 0.22% | New | 5,189 | $263K |
| VSM Wealth Advisory, LLC | 0.09% | — | 4,937 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,790 | $242K |
| MilWealth Group LLC | 0.06% | New | 4,636 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,201 | $213K |
| Studio Investment Management LLC | 0.04% | New | 3,725 | $188K |
| Lam Group, Inc. | 0.11% | Add +50.5% | 3,130 | $158K |
| Comerica Bank | 0.00% | New | 2,000 | $101K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.0% | 1,930 | $98K |
| UBS Group AG | 0.00% | New | 1,645 | $83K |
| Strengthening Families & Communities, LLC | 0.04% | Add +1.7% | 1,553 | $79K |
| AE Wealth Management LLC | 0.00% | New | 1,088 | $55K |
| Aspect Partners, LLC | 0.03% | New | 951 | $48K |
| Hantz Financial Services, Inc. | 0.00% | New | 97 | $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.