Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q3 2025 (September 30)140holders +13
28new positions
12sold out
1famous investor
$50.76avg. 13F price*
At the end of Q3 2025, 140 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 13 from Q2 2025. 28 opened new positions and 12 sold out. The largest holders were Planning Center, Inc. ($155.9M), Prudent Man Investment Management, Inc. ($57.4M) and Root Financial Partners, LLC ($48.5M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $38.8M |
| Exits | 12 | $11.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,508,180 shares bought and 722,108 shares sold, net +1,786,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Planning Center, Inc. | 16.36% | Add +4.8% | 3,069,952 | $155.9M |
| Prudent Man Investment Management, Inc. | 31.86% | Reduce 0.0% | 1,134,146 | $57.4M |
| Root Financial Partners, LLC | 2.99% | Add +57.0% | 955,780 | $48.5M |
| SJS Investment Consulting Inc. | 4.18% | Add +45.1% | 601,210 | $30.5M |
| SC&H Financial Advisors, Inc. | 4.42% | Reduce -5.0% | 534,143 | $27.1M |
| Chicago Partners Investment Group LLC | 0.68% | Add +15.1% | 515,495 | $26.2M |
| Market Street Wealth Management Advisors LLC | 3.93% | Reduce -27.6% | 487,427 | $24.8M |
| Sterling Wealth Management, Inc. | 7.28% | Add +2.8% | 473,269 | $24.0M |
| DiNuzzo Private Wealth, Inc. | 2.58% | Add +10.7% | 447,927 | $22.7M |
| Phillips Financial Management, LLC | 1.37% | Add +40.5% | 409,538 | $20.8M |
| Savant Capital, LLC | 0.12% | Add +28.7% | 384,517 | $19.5M |
| American Capital Advisory, LLC | 8.07% | Add +6.3% | 342,524 | $17.4M |
| Vise Technologies, Inc. | 0.56% | New | 295,350 | $15.0M |
| Pillar Financial Advisors, LLC | 8.97% | Add +26.3% | 281,265 | $14.3M |
| TAGStone Capital, Inc. | 4.16% | Reduce -8.3% | 206,667 | $10.5M |
| Wealthspan Partners, LLC | 3.92% | Add +11.9% | 200,289 | $10.2M |
| Altiora Financial Group, LLC | 1.85% | Reduce -4.6% | 199,672 | $10.1M |
| New Dimensions Wealth Management, LLC | 8.24% | Add +1.1% | 185,216 | $9.4M |
| Johnson Wealth Management, LLC | 5.09% | — | 182,062 | $9.2M |
| Hiley Hunt Wealth Management | 4.30% | Add +6.8% | 180,006 | $9.1M |
| Mariner, LLC | 0.01% | Reduce -2.4% | 171,550 | $8.7M |
| Babb Wealth Advisors LLC | 5.66% | Add +45.5% | 171,543 | $8.7M |
| Onyx Financial Advisors, LLC | 3.77% | Add +5.9% | 167,998 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 161,895 | $8.2M |
| Citadel Advisors | 0.01% | New | 161,032 | $8.2M |
| Master's Wealth Management Inc. | 3.26% | Add +6.7% | 147,814 | $7.5M |
| Mattern Wealth Management LLC | 1.50% | Add +13.1% | 147,514 | $7.5M |
| Ruedi Wealth Management, Inc. | 2.04% | Add +14.6% | 143,753 | $7.3M |
| Arkadios Wealth Advisors | 0.17% | Add +22.8% | 139,635 | $7.1M |
| Shore Point Advisors, LLC | 2.98% | Add +9.3% | 132,598 | $6.7M |
| Moran Wealth Management, LLC | 0.19% | Reduce -32.9% | 124,367 | $6.3M |
| Parkwoods Wealth Partners, LLC | 2.15% | New | 123,852 | $6.3M |
| Leading Edge Financial Planning LLC | 1.50% | Add +13.4% | 117,771 | $6.0M |
| Strategic Investment Solutions, Inc. | 1.56% | Reduce -21.4% | 116,273 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +16.1% | 115,898 | $5.9M |
| Financial Symmetry Inc | 2.47% | Add +48.8% | 108,667 | $5.5M |
| Creative Planning | 0.00% | Add +43.5% | 97,080 | $4.9M |
| Factor Wealth Management LTD | 1.23% | Add +10.2% | 96,968 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.3% | 91,570 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +29.4% | 89,433 | $4.5M |
| Applied Capital LLC | 1.77% | Reduce -12.3% | 86,457 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.8% | 84,618 | $4.3M |
| Bright Financial Advisors, Inc. | 2.08% | Add +23.2% | 83,701 | $4.3M |
| Dravo Bay LLC | 1.84% | Reduce -3.9% | 82,197 | $4.2M |
| AssuredPartners Investment Advisors, LLC | 0.90% | Add +55.8% | 79,501 | $4.0M |
| Vestia Personal Wealth Advisors | 2.05% | Add +596.8% | 75,828 | $3.9M |
| Betterment LLC | 0.01% | Add +109.8% | 75,038 | $3.8M |
| Coston, McIsaac & Partners | 0.90% | Add +8.6% | 74,553 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +293.3% | 73,131 | $3.7M |
| Quantum Financial Advisors, LLC | 0.43% | No change | 68,986 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -0.8% | 66,500 | $3.4M |
| Great Oak Capital Partners, LLC | 0.84% | Add +0.7% | 62,679 | $3.2M |
| FMB Wealth Management | 1.34% | Add +16.6% | 62,196 | $3.2M |
| Concord Wealth Partners | 0.43% | Reduce -9.8% | 61,985 | $3.1M |
| Financial Harvest, LLC | 2.04% | Add +16.3% | 59,636 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | No change | 58,196 | $3.0M |
| Vance Wealth, LLC | 0.90% | Add +197.5% | 57,364 | $2.9M |
| Navigoe, LLC | 1.48% | Add +12.0% | 45,529 | $2.3M |
| Index Fund Advisors, Inc. | 0.11% | Reduce -1.2% | 44,565 | $2.3M |
| PCA Investment Advisory Services Inc. | 0.76% | Reduce -5.3% | 40,259 | $2.0M |
| Outbound Financial Inc | 1.58% | Add +13.7% | 38,111 | $1.9M |
| XY Planning Network, Inc. | 0.60% | No change | 34,825 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +46.7% | 33,179 | $1.7M |
| Kings Path Partners LLC | 0.59% | Reduce -6.7% | 31,476 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +1.3% | 30,086 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +91.1% | 28,047 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.6% | 27,824 | $1.4M |
| Studio Investment Management LLC | 0.26% | Add +64.8% | 27,146 | $1.4M |
| Family CFO Inc | 0.60% | Add +66.8% | 25,795 | $1.3M |
| Core Wealth Management, Inc. | 0.41% | Add +6.8% | 24,869 | $1.3M |
| LRI Investments, LLC | 0.10% | Add +106.8% | 24,268 | $1.2M |
| SpringVest Wealth Management LLC | 0.80% | New | 21,552 | $1.1M |
| PBMares Wealth Management LLC | 0.17% | Add +0.7% | 20,696 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 19,965 | $1.0M |
| Composition Wealth, LLC | 0.02% | New | 19,842 | $1.0M |
| Eaton-Cambridge Inc. | 0.35% | New | 19,697 | $1.0M |
| Meredith Wealth Planning | 0.30% | Reduce -26.5% | 18,948 | $962K |
| Red Lighthouse Investment Management, LLC | 0.33% | Add +47.7% | 18,381 | $933K |
| Flow Traders U.S. LLC | 0.04% | New | 17,239 | $875K |
| White Wing Wealth Management | 0.54% | Add +48.6% | 16,977 | $862K |
| Live Oak Private Wealth LLC | 0.10% | Reduce -39.5% | 14,338 | $728K |
| LPL Financial LLC | 0.00% | Reduce -40.7% | 12,651 | $642K |
| Strathmore Capital Advisors, Inc. | 0.26% | Add +0.3% | 12,562 | $638K |
| ShankerValleau Wealth Advisors, Inc. | 0.16% | Reduce -30.6% | 11,968 | $608K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +9.0% | 11,952 | $607K |
| Corient Private Wealth LP | 0.00% | New | 11,800 | $599K |
| Hartmann Taylor Wealth Management, LLC | 0.42% | Reduce -18.9% | 11,595 | $589K |
| Porter White Investment Advisors, Inc. | 0.25% | Reduce -50.2% | 11,326 | $575K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 10,760 | $546K |
| Tru Independence Asset Management 2, LLC | 0.36% | New | 10,649 | $541K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +11.6% | 10,441 | $530K |
| Curio Wealth, LLC | 0.21% | No change | 10,288 | $522K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 9,947 | $505K |
| Corus Family Wealth Advisors | 0.36% | Reduce -43.4% | 9,530 | $484K |
| Main Street Financial Solutions, LLC | 0.03% | Add +20.8% | 8,577 | $436K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +40.0% | 8,327 | $423K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -70.4% | 8,247 | $419K |
| Claris Financial LLC | 0.23% | New | 8,152 | $414K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 8,130 | $413K |
| Apella Capital, LLC | 0.01% | Reduce -46.6% | 7,889 | $401K |
| Cypress Point Wealth Management, LLC | 0.08% | Reduce -12.4% | 7,562 | $384K |
| Comerica Bank | 0.00% | Reduce -1.9% | 7,340 | $373K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 7,069 | $359K |
| Geometric Wealth Advisors | 0.05% | New | 6,897 | $350K |
| Cypress Financial Planning LLC | 0.10% | New | 6,732 | $342K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 6,479 | $329K |
| First Financial Group Corp | 0.26% | Add +12.8% | 6,005 | $305K |
| Private Advisor Group, LLC | 0.00% | Reduce -25.4% | 5,966 | $303K |
| Wells Fargo & Company | 0.00% | New | 5,923 | $301K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 5,755 | $292K |
| Essential Planning, LLC. | 0.10% | Add +33.3% | 5,494 | $279K |
| VSM Wealth Advisory, LLC | 0.09% | Add +13.3% | 5,487 | $279K |
| Alpha Financial Advisors, LLC | 0.09% | No change | 5,230 | $266K |
| Forza Wealth Management, LLC | 0.10% | New | 5,000 | $254K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,994 | $254K |
| Cetera Investment Advisers | 0.00% | New | 4,692 | $238K |
| Kiker Wealth Management, LLC | 0.12% | Reduce -22.9% | 4,550 | $231K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +6.3% | 4,496 | $228K |
| New Capital Management LP | 0.06% | New | 4,470 | $227K |
| Osaic Holdings, Inc. | 0.00% | Add +90.9% | 4,200 | $213K |
| Legacy Financial Group, Inc. | 0.06% | Reduce -11.3% | 4,126 | $210K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +1.1% | 4,091 | $208K |
| Equitable Holdings, Inc. | 0.00% | Reduce -18.4% | 4,080 | $207K |
| Truist Financial Corp. | 0.00% | New | 4,029 | $205K |
| Maseco LLP | 0.01% | Reduce -87.3% | 3,190 | $162K |
| Washington Trust Advisors, Inc. | 0.01% | New | 2,191 | $111K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.4% | 2,087 | $106K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 1,813 | $92K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.1% | 1,346 | $68K |
| Advisory Services Network, LLC | 0.00% | New | 1,110 | $56K |
| UBS Group AG | 0.00% | New | 719 | $37K |
| IFP Advisors, Inc | 0.00% | New | 420 | $21K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 309 | $16K |
| Running Point Capital Advisors, LLC | 0.00% | New | 199 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | New | 109 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 67 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 67 | $3K |
| Cwm, LLC | 0.00% | No change | 52 | $3K |
| Pinney & Scofield, Inc. | 0.00% | New | 43 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 10 | $529 |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.