Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q2 2025 (June 30)127holders +15
19new positions
8sold out
$50.74avg. 13F price*
At the end of Q2 2025, 127 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 15 from Q1 2025. 19 opened new positions and 8 sold out. The largest holders were Planning Center, Inc. ($148.7M), Prudent Man Investment Management, Inc. ($57.4M) and Market Street Wealth Management Advisors LLC ($34.2M).
- Company
- Dimension Ultrashort Fi ETF
- CUSIP
- 25434V591
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $26.6M |
| Exits | 8 | $6.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,789,625 shares bought and 568,220 shares sold, net +1,221,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Planning Center, Inc. | 16.44% | Add +4.6% | 2,929,200 | $148.7M |
| Prudent Man Investment Management, Inc. | 31.86% | Reduce -0.3% | 1,134,166 | $57.4M |
| Market Street Wealth Management Advisors LLC | 5.58% | Reduce -20.6% | 673,636 | $34.2M |
| Root Financial Partners, LLC | 2.99% | Add +14.8% | 608,625 | $30.9M |
| SC&H Financial Advisors, Inc. | 4.88% | Add +28.5% | 562,502 | $28.5M |
| Sterling Wealth Management, Inc. | 7.96% | — | 460,476 | $23.4M |
| Chicago Partners Investment Group LLC | 0.65% | Add +12.4% | 447,866 | $22.7M |
| SJS Investment Consulting Inc. | 3.34% | Add +8.9% | 414,416 | $21.0M |
| DiNuzzo Private Wealth, Inc. | 2.44% | Add +4.1% | 404,800 | $20.5M |
| American Capital Advisory, LLC | 8.18% | Add +6.9% | 322,284 | $16.4M |
| Savant Capital, LLC | 0.11% | Add +5.8% | 298,810 | $15.2M |
| Phillips Financial Management, LLC | 1.07% | Reduce -1.1% | 291,447 | $14.8M |
| TAGStone Capital, Inc. | 4.72% | Add +337.9% | 225,384 | $11.4M |
| Pillar Financial Advisors, LLC | 7.80% | Add +6.4% | 222,682 | $11.3M |
| Altiora Financial Group, LLC | 2.08% | Reduce -3.2% | 209,326 | $10.6M |
| Moran Wealth Management, LLC | 0.29% | New | 185,413 | $9.4M |
| New Dimensions Wealth Management, LLC | 8.52% | Add +3.2% | 183,205 | $9.3M |
| Wealthspan Partners, LLC | 3.77% | Add +27.3% | 178,909 | $9.1M |
| Mariner, LLC | 0.01% | Add +93.0% | 175,817 | $8.9M |
| Hiley Hunt Wealth Management | 4.33% | Add +1.5% | 168,610 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 167,719 | $8.5M |
| Onyx Financial Advisors, LLC | 3.82% | Add +3.8% | 158,674 | $8.1M |
| Strategic Investment Solutions, Inc. | 2.27% | Add +2.2% | 147,868 | $7.5M |
| Master's Wealth Management Inc. | 3.28% | Add +4.3% | 138,562 | $7.0M |
| Mattern Wealth Management LLC | 1.38% | Add +99.1% | 130,489 | $6.6M |
| Ruedi Wealth Management, Inc. | 1.89% | Add +1.9% | 125,447 | $6.4M |
| Shore Point Advisors, LLC | 2.96% | Add +4.7% | 121,313 | $6.2M |
| Babb Wealth Advisors LLC | 4.42% | Reduce -2.5% | 117,865 | $6.0M |
| Arkadios Wealth Advisors | 0.17% | Reduce -31.7% | 113,695 | $5.8M |
| Leading Edge Financial Planning LLC | 1.47% | Add +9.8% | 103,871 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +292.3% | 99,840 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +22.3% | 98,732 | $5.0M |
| Applied Capital LLC | 2.20% | Add +15.9% | 98,600 | $5.0M |
| Factor Wealth Management LTD | 1.22% | Reduce -4.0% | 87,981 | $4.5M |
| Dravo Bay LLC | 2.13% | Reduce -8.1% | 85,492 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.2% | 82,345 | $4.2M |
| Financial Symmetry Inc | 1.91% | Add +23.3% | 73,025 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.7% | 69,114 | $3.5M |
| Quantum Financial Advisors, LLC | 0.47% | New | 68,986 | $3.5M |
| Concord Asset Management, LLC | 0.52% | New | 68,703 | $3.5M |
| Concord Wealth Partners | 0.51% | Add +1.3% | 68,703 | $3.5M |
| Coston, McIsaac & Partners | 0.90% | Add +16.2% | 68,635 | $3.5M |
| Bright Financial Advisors, Inc. | 1.91% | Add +13.2% | 67,959 | $3.4M |
| Creative Planning | 0.00% | Add +113.2% | 67,651 | $3.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +0.8% | 67,000 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +13.9% | 64,431 | $3.3M |
| Great Oak Capital Partners, LLC | 0.91% | Reduce -3.2% | 62,239 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +17.5% | 58,196 | $3.0M |
| FMB Wealth Management | 1.29% | Add +49.5% | 53,337 | $2.7M |
| Financial Harvest, LLC | 1.95% | New | 51,289 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.63% | New | 51,027 | $2.6M |
| Index Fund Advisors, Inc. | 0.13% | Add +206.0% | 45,125 | $2.3M |
| PCA Investment Advisory Services Inc. | 0.91% | Add +4.9% | 42,497 | $2.2M |
| Navigoe, LLC | 1.56% | Reduce -5.7% | 40,660 | $2.1M |
| Betterment LLC | 0.00% | Add +29.9% | 35,761 | $1.8M |
| XY Planning Network, Inc. | 0.60% | Add +160.9% | 34,825 | $1.8M |
| Kings Path Partners LLC | 0.69% | Reduce -24.0% | 33,744 | $1.7M |
| Outbound Financial Inc | 1.55% | — | 33,516 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +52.1% | 31,138 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +20.4% | 29,711 | $1.5M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -0.1% | 27,860 | $1.4M |
| Warburton Capital Management, LLC | 0.83% | Reduce -72.5% | 27,466 | $1.4M |
| Parkworth Wealth Management, Inc. | 0.98% | Reduce -32.1% | 26,692 | $1.4M |
| Stratos Investment Management, LLC | 0.06% | New | 26,519 | $1.3M |
| Meredith Wealth Planning | 0.48% | Add +33.0% | 25,794 | $1.3M |
| Maseco LLP | 0.05% | — | 25,140 | $1.3M |
| Live Oak Private Wealth LLC | 0.18% | Add +88.5% | 23,710 | $1.2M |
| Core Wealth Management, Inc. | 0.42% | Add +2.6% | 23,283 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.54% | Add +4.1% | 22,745 | $1.2M |
| Blue Oak Capital, LLC | 0.60% | Reduce -34.1% | 22,678 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 22,617 | $1.1M |
| LPL Financial LLC | 0.00% | Add +295.0% | 21,348 | $1.1M |
| PBMares Wealth Management LLC | 0.19% | Reduce -54.1% | 20,557 | $1.0M |
| Vance Wealth, LLC | 0.33% | Reduce -8.1% | 19,284 | $979K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +41.4% | 18,594 | $944K |
| ShankerValleau Wealth Advisors, Inc. | 0.25% | Reduce -54.2% | 17,254 | $876K |
| Forum Financial Management, LP | 0.01% | Add +2.2% | 16,855 | $855K |
| Corus Family Wealth Advisors | 0.60% | Add +1.1% | 16,825 | $854K |
| Studio Investment Management LLC | 0.17% | Add +25.7% | 16,477 | $836K |
| Mills Wealth Advisors LLC | 0.38% | Reduce -25.3% | 16,236 | $824K |
| Family CFO Inc | 0.39% | Add +63.0% | 15,460 | $785K |
| Apella Capital, LLC | 0.02% | No change | 14,782 | $751K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 14,674 | $745K |
| Hartmann Taylor Wealth Management, LLC | 0.60% | Reduce -4.0% | 14,290 | $725K |
| Strathmore Capital Advisors, Inc. | 0.28% | — | 12,522 | $636K |
| Red Lighthouse Investment Management, LLC | 0.24% | New | 12,446 | $632K |
| LRI Investments, LLC | 0.05% | No change | 11,735 | $596K |
| White Wing Wealth Management | 0.39% | Reduce -28.9% | 11,421 | $580K |
| Acorn Wealth Advisors, LLC | 0.21% | Reduce -20.6% | 10,964 | $556K |
| Vestia Personal Wealth Advisors | 0.38% | Add +148.1% | 10,883 | $552K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.4% | 10,754 | $546K |
| Curio Wealth, LLC | 0.23% | Add +342833.3% | 10,288 | $522K |
| Farther Finance Advisors, LLC | 0.01% | Add +63.8% | 9,935 | $504K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +63.3% | 9,353 | $475K |
| Cypress Point Wealth Management, LLC | 0.11% | Add +0.6% | 8,634 | $438K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 7,993 | $406K |
| Comerica Bank | 0.00% | Add +2.0% | 7,486 | $380K |
| Main Street Financial Solutions, LLC | 0.03% | New | 7,102 | $360K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 7,069 | $359K |
| Evanson Asset Management, LLC | 0.02% | Add +0.8% | 6,471 | $328K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,947 | $302K |
| Kiker Wealth Management, LLC | 0.17% | New | 5,900 | $299K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,746 | $292K |
| First Financial Group Corp | 0.26% | Add +3.3% | 5,325 | $270K |
| Alpha Financial Advisors, LLC | 0.10% | No change | 5,230 | $265K |
| Equitable Holdings, Inc. | 0.00% | New | 5,000 | $254K |
| VSM Wealth Advisory, LLC | 0.08% | Reduce -4.3% | 4,841 | $246K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.2% | 4,797 | $243K |
| GTS Securities LLC | 0.01% | New | 4,768 | $242K |
| Legacy Financial Group, Inc. | 0.07% | Reduce -23.9% | 4,653 | $236K |
| Destination Wealth Management | 0.01% | New | 4,638 | $235K |
| Firethorn Wealth Partners, LLC | 0.09% | New | 4,228 | $215K |
| Essential Planning, LLC. | 0.08% | Add +0.9% | 4,121 | $209K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +1.1% | 4,047 | $205K |
| Osaic Holdings, Inc. | 0.00% | Add +93.2% | 2,200 | $112K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,962 | $100K |
| Legacy Investment Solutions, LLC | 0.05% | — | 1,813 | $92K |
| Legacy Wealth Managment, LLC | 0.05% | No change | 1,813 | $92K |
| Strengthening Families & Communities, LLC | 0.04% | Add +1.1% | 1,332 | $68K |
| Bank of America Corp. | 0.00% | New | 1,145 | $58K |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.0% | 796 | $40K |
| MilWealth Group LLC | 0.00% | Reduce -73.4% | 369 | $19K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 305 | $16K |
| Stephens Consulting, LLC | 0.00% | New | 185 | $9K |
| Maryland Capital Advisors Inc. | 0.00% | Add +34.0% | 67 | $3K |
| Sittner & Nelson, LLC | 0.00% | Reduce -41.7% | 67 | $3K |
| Cwm, LLC | 0.00% | New | 52 | $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.