Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q1 2025 (March 31)112holders +21
28new positions
7sold out
1famous investor
$50.76avg. 13F price*
At the end of Q1 2025, 112 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 21 from Q4 2024. 28 opened new positions and 7 sold out. The largest holders were Planning Center, Inc. ($142.1M), Prudent Man Investment Management, Inc. ($57.5M) and Market Street Wealth Management Advisors LLC ($43.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $27.2M |
| Exits | 7 | $11.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,376,586 shares bought and 692,307 shares sold, net +1,684,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Planning Center, Inc. | 16.82% | Add +12.3% | 2,801,439 | $142.1M |
| Prudent Man Investment Management, Inc. | 31.89% | Reduce -0.1% | 1,137,535 | $57.5M |
| Market Street Wealth Management Advisors LLC | 7.31% | Reduce -12.8% | 847,825 | $43.0M |
| Root Financial Partners, LLC | 2.87% | Add +36.1% | 530,007 | $26.9M |
| SC&H Financial Advisors, Inc. | 4.37% | Add +141.9% | 437,669 | $22.2M |
| Chicago Partners Investment Group LLC | 0.67% | Add +31.2% | 398,343 | $20.2M |
| DiNuzzo Private Wealth, Inc. | 2.48% | Add +10.7% | 388,689 | $19.7M |
| SJS Investment Consulting Inc. | 3.29% | Add +52.8% | 380,648 | $19.3M |
| American Capital Advisory, LLC | 8.25% | Add +7.9% | 301,465 | $15.3M |
| Phillips Financial Management, LLC | 1.16% | Add +31.0% | 294,688 | $14.9M |
| Savant Capital, LLC | 0.12% | Add +130.5% | 282,451 | $14.3M |
| Altiora Financial Group, LLC | 2.33% | Reduce -0.8% | 216,209 | $11.0M |
| Pillar Financial Advisors, LLC | 7.92% | Add +11.6% | 209,374 | $10.6M |
| New Dimensions Wealth Management, LLC | 9.00% | — | 177,460 | $9.0M |
| Arkadios Wealth Advisors | 0.32% | Add +12.7% | 166,494 | $8.4M |
| Hiley Hunt Wealth Management | 4.60% | Add +8.9% | 166,101 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +62.1% | 155,335 | $7.9M |
| Onyx Financial Advisors, LLC | 4.10% | Add +21.1% | 152,837 | $7.8M |
| Strategic Investment Solutions, Inc. | 2.13% | Add +15.9% | 144,667 | $7.3M |
| Wealthspan Partners, LLC | 3.29% | Add +94.0% | 140,559 | $7.1M |
| Master's Wealth Management Inc. | 3.54% | Add +0.3% | 132,894 | $6.7M |
| Ruedi Wealth Management, Inc. | 1.95% | Add +1.1% | 123,043 | $6.2M |
| Babb Wealth Advisors LLC | 4.91% | Add +16.0% | 120,857 | $6.1M |
| Shore Point Advisors, LLC | 3.11% | New | 115,853 | $5.9M |
| Warburton Capital Management, LLC | 3.66% | Add +0.8% | 99,742 | $5.1M |
| Leading Edge Financial Planning LLC | 1.50% | Add +9.1% | 94,592 | $4.8M |
| Dravo Bay LLC | 2.50% | Add +121.9% | 93,017 | $4.7M |
| Factor Wealth Management LTD | 1.43% | Add +15.9% | 91,627 | $4.6M |
| Mariner, LLC | 0.01% | New | 91,072 | $4.6M |
| Applied Capital LLC | 2.12% | Reduce -0.6% | 85,062 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +201.2% | 80,726 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 75,396 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.6% | 68,662 | $3.5M |
| Concord Wealth Partners | 0.57% | Add +87.1% | 67,849 | $3.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +1.5% | 66,500 | $3.4M |
| Mattern Wealth Management LLC | 0.74% | Add +65.4% | 65,535 | $3.3M |
| Great Oak Capital Partners, LLC | 1.09% | No change | 64,314 | $3.3M |
| Bright Financial Advisors, Inc. | 1.87% | Add +8.9% | 60,058 | $3.0M |
| Financial Symmetry Inc | 1.85% | Add +80.9% | 59,235 | $3.0M |
| Coston, McIsaac & Partners | 0.87% | Add +91.7% | 59,089 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -8.3% | 56,568 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -29.2% | 52,492 | $2.7M |
| TAGStone Capital, Inc. | 1.28% | New | 51,466 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.2% | 49,536 | $2.5M |
| PBMares Wealth Management LLC | 0.45% | Add +39.7% | 44,766 | $2.3M |
| Kings Path Partners LLC | 1.10% | Add +88.0% | 44,400 | $2.3M |
| Navigoe, LLC | 1.89% | Add +28.3% | 43,104 | $2.2M |
| Wolfstich Capital, LLC | 1.92% | No change | 41,915 | $2.1M |
| PCA Investment Advisory Services Inc. | 1.09% | New | 40,500 | $2.1M |
| Parkworth Wealth Management, Inc. | 1.59% | Add +33.2% | 39,306 | $2.0M |
| ShankerValleau Wealth Advisors, Inc. | 0.62% | Reduce -79.3% | 37,660 | $1.9M |
| FMB Wealth Management | 1.00% | Reduce -2.1% | 35,684 | $1.8M |
| Blue Oak Capital, LLC | 0.96% | New | 34,425 | $1.7M |
| Creative Planning | 0.00% | Add +20.7% | 31,725 | $1.6M |
| Rehmann Capital Advisory Group | 0.09% | Add +1.5% | 27,891 | $1.4M |
| Betterment LLC | 0.00% | Add +7.7% | 27,540 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 25,451 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | New | 24,678 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.1% | 23,595 | $1.2M |
| Core Wealth Management, Inc. | 0.44% | Add +96.4% | 22,698 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.55% | Add +16.2% | 21,852 | $1.1M |
| Mills Wealth Advisors LLC | 0.59% | Reduce -35.1% | 21,727 | $1.1M |
| Vance Wealth, LLC | 0.40% | New | 20,974 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +327.3% | 20,469 | $1.0M |
| Meredith Wealth Planning | 0.43% | Reduce -27.9% | 19,390 | $984K |
| Corus Family Wealth Advisors | 0.58% | Add +78.6% | 16,644 | $844K |
| Forum Financial Management, LP | 0.01% | New | 16,496 | $837K |
| White Wing Wealth Management | 0.64% | Reduce -36.5% | 16,070 | $816K |
| Flow Traders U.S. LLC | 0.03% | Reduce -32.5% | 16,026 | $813K |
| Hartmann Taylor Wealth Management, LLC | 0.68% | — | 14,890 | $755K |
| Apella Capital, LLC | 0.03% | New | 14,782 | $749K |
| Index Fund Advisors, Inc. | 0.05% | Reduce -8.2% | 14,745 | $748K |
| Acorn Wealth Advisors, LLC | 0.29% | Add +116.1% | 13,810 | $701K |
| XY Planning Network, Inc. | 0.45% | New | 13,350 | $677K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.1% | 13,155 | $667K |
| Studio Investment Management LLC | 0.14% | Add +252.0% | 13,111 | $665K |
| Live Oak Private Wealth LLC | 0.10% | New | 12,578 | $638K |
| LRI Investments, LLC | 0.06% | New | 11,735 | $595K |
| Pure Financial Advisors, LLC | 0.01% | Add +105.0% | 10,795 | $548K |
| Curio Wealth, LLC | 0.27% | Reduce -100.0% | 3 | $520K |
| Cahill Wealth Management, LLC | 0.26% | New | 9,933 | $504K |
| Family CFO Inc | 0.26% | New | 9,483 | $481K |
| JPMorgan Chase & Co. | 0.00% | New | 8,850 | $449K |
| Cypress Point Wealth Management, LLC | 0.14% | Add +0.5% | 8,579 | $435K |
| Fig Financial Advisory Services Inc. | 0.30% | Reduce -3.3% | 8,300 | $421K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 7,926 | $402K |
| Comerica Bank | 0.00% | Add +267.0% | 7,340 | $372K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +10.1% | 7,069 | $359K |
| Evanson Asset Management, LLC | 0.02% | Add +0.6% | 6,418 | $326K |
| Legacy Financial Group, Inc. | 0.10% | Reduce -8.5% | 6,118 | $310K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,066 | $308K |
| Willow Creek Wealth Management Inc. | 0.03% | New | 5,726 | $290K |
| First Financial Group Corp | 0.31% | New | 5,155 | $276K |
| LPL Financial LLC | 0.00% | Add +0.8% | 5,405 | $274K |
| Alpha Financial Advisors, LLC | 0.12% | New | 5,230 | $265K |
| VSM Wealth Advisory, LLC | 0.09% | Add +2.5% | 5,058 | $257K |
| Plancorp, LLC | 0.01% | New | 4,932 | $250K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -17.4% | 4,730 | $240K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.6% | 4,519 | $229K |
| Vestia Personal Wealth Advisors | 0.18% | Reduce -15.5% | 4,387 | $223K |
| Essential Planning, LLC. | 0.08% | Reduce -96.1% | 4,085 | $207K |
| Baker Tilly Wealth Management, LLC | 0.08% | New | 4,003 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.6% | 1,961 | $99K |
| Legacy Wealth Managment, LLC | 0.07% | New | 1,813 | $92K |
| MilWealth Group LLC | 0.02% | Reduce -70.1% | 1,387 | $70K |
| Strengthening Families & Communities, LLC | 0.04% | Reduce -15.1% | 1,318 | $67K |
| Osaic Holdings, Inc. | 0.00% | New | 1,139 | $58K |
| Aspect Partners, LLC | 0.03% | No change | 951 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | New | 675 | $34K |
| Capital Analysts, LLC | 0.00% | New | 302 | $15K |
| Sittner & Nelson, LLC | 0.00% | New | 115 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | New | 50 | $3K |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.