Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q4 2025 (December 31)171holders +31
21new positions
8sold out
1famous investor
$50.65avg. 13F price*
At the end of Q4 2025, 171 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 31 from Q3 2025. 21 opened new positions and 8 sold out. The largest holders were Planning Center, Inc. ($173.1M), Prudent Man Investment Management, Inc. ($80.9M) and Root Financial Partners, LLC ($65.1M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $34.5M |
| Exits | 8 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,981,032 shares bought and 804,156 shares sold, net +3,176,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Planning Center, Inc. | 17.67% | Add +11.3% | 3,416,822 | $173.1M |
| Prudent Man Investment Management, Inc. | 27.21% | Add +40.8% | 1,597,383 | $80.9M |
| Root Financial Partners, LLC | 3.36% | Add +34.5% | 1,285,274 | $65.1M |
| Vise Technologies, Inc. | 1.15% | Add +293.5% | 1,162,271 | $58.9M |
| Financial Plan, Inc. | 5.21% | — | 895,485 | $45.4M |
| SJS Investment Consulting Inc. | 4.12% | Add +6.9% | 642,934 | $32.6M |
| DiNuzzo Private Wealth, Inc. | 3.12% | Add +26.3% | 565,854 | $28.7M |
| SC&H Financial Advisors, Inc. | 4.22% | Add +0.9% | 539,150 | $27.3M |
| Chicago Partners Investment Group LLC | 0.63% | Reduce -2.0% | 505,089 | $25.6M |
| Sterling Wealth Management, Inc. | 6.82% | Reduce -0.3% | 471,891 | $23.9M |
| Phillips Financial Management, LLC | 1.48% | Add +11.0% | 454,478 | $23.0M |
| Savant Capital, LLC | 0.12% | Add +7.8% | 414,522 | $21.0M |
| Rachor Investment Advisory Services, LLC | 10.02% | — | 373,013 | $18.9M |
| Market Street Wealth Management Advisors LLC | 2.77% | Reduce -27.9% | 351,545 | $17.8M |
| American Capital Advisory, LLC | 7.71% | Add +2.3% | 350,439 | $17.7M |
| Three Arch Wealth Management LLC | 3.28% | — | 345,529 | $17.5M |
| Pillar Financial Advisors, LLC | 9.88% | Add +15.0% | 323,503 | $16.4M |
| TAGStone Capital, Inc. | 5.28% | Add +35.3% | 279,625 | $14.2M |
| ProCore Advisors, LLC | 11.84% | — | 227,998 | $11.5M |
| Babb Wealth Advisors LLC | 6.47% | Add +31.8% | 226,158 | $11.5M |
| Mariner, LLC | 0.01% | Add +30.6% | 224,133 | $11.4M |
| Hiley Hunt Wealth Management | 5.02% | Add +23.0% | 221,349 | $11.2M |
| Johnson Wealth Management, LLC | 5.37% | Add +17.0% | 212,961 | $10.8M |
| Onyx Financial Advisors, LLC | 4.39% | Add +21.8% | 204,666 | $10.4M |
| New Dimensions Wealth Management, LLC | 8.27% | Add +3.1% | 190,927 | $9.7M |
| Altiora Financial Group, LLC | 1.56% | Reduce -10.5% | 178,632 | $9.0M |
| Moran Wealth Management, LLC | 0.27% | Add +41.5% | 175,926 | $8.9M |
| Wealthspan Partners, LLC | 3.16% | Reduce -14.3% | 171,672 | $8.7M |
| Arkadios Wealth Advisors | 0.17% | Add +21.3% | 169,312 | $8.6M |
| Foundry Financial LLC | 4.38% | — | 164,505 | $8.3M |
| Ruedi Wealth Management, Inc. | 2.08% | Add +8.8% | 156,439 | $7.9M |
| Tumwater Wealth Management, LLC | 3.22% | New | 156,210 | $7.9M |
| Mattern Wealth Management LLC | 1.52% | Add +5.7% | 155,946 | $7.9M |
| Parkwoods Wealth Partners, LLC | 2.25% | Add +21.8% | 150,855 | $7.6M |
| Financial Symmetry Inc | 3.06% | Add +36.1% | 147,918 | $7.5M |
| Wolfstich Capital, LLC | 6.69% | New | 143,435 | $7.3M |
| John A. Wolfe & Associates, Inc. | 3.87% | — | 141,511 | $7.2M |
| Shore Point Advisors, LLC | 2.99% | Add +5.2% | 139,500 | $7.1M |
| Leading Edge Financial Planning LLC | 1.52% | Add +11.8% | 131,653 | $6.7M |
| Strategic Investment Solutions, Inc. | 1.38% | Reduce -2.4% | 113,501 | $5.7M |
| Citadel Advisors | 0.00% | Reduce -30.0% | 112,737 | $5.7M |
| Factor Wealth Management LTD | 1.18% | Add +10.9% | 107,567 | $5.4M |
| Optimus Capital Advisors, LLC | 3.16% | — | 106,489 | $5.4M |
| Cogent Private Wealth, Inc. | 4.05% | — | 104,905 | $5.3M |
| Creative Planning | 0.00% | Add +6.5% | 103,373 | $5.2M |
| Index Fund Advisors, Inc. | 0.24% | Add +126.9% | 101,099 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.6% | 98,947 | $5.0M |
| Betterment LLC | 0.01% | Add +23.9% | 92,985 | $4.7M |
| Coston, McIsaac & Partners | 1.08% | Add +23.1% | 91,759 | $4.6M |
| AssuredPartners Investment Advisors, LLC | 0.68% | Add +13.1% | 89,907 | $4.6M |
| Dravo Bay LLC | 1.81% | Add +4.9% | 86,232 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.9% | 86,168 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +927.9% | 85,594 | $4.3M |
| Jane Street Group, LLC | 0.00% | Reduce -30.4% | 80,681 | $4.1M |
| Concord Wealth Partners | 0.53% | Add +29.0% | 79,935 | $4.0M |
| Bright Financial Advisors, Inc. | 1.90% | Reduce -5.1% | 79,458 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.6% | 74,267 | $3.8M |
| Strathmore Capital Advisors, Inc. | 1.19% | Add +470.8% | 71,708 | $3.6M |
| Quantum Financial Advisors, LLC | 0.39% | No change | 68,986 | $3.5M |
| Great Oak Capital Partners, LLC | 0.84% | Add +5.6% | 66,200 | $3.4M |
| Vance Wealth, LLC | 0.99% | Add +15.2% | 66,062 | $3.3M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -1.5% | 65,500 | $3.3M |
| FMB Wealth Management | 1.25% | Add +0.6% | 62,573 | $3.2M |
| Applied Capital LLC | 1.15% | Reduce -31.7% | 59,020 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.5% | 57,893 | $2.9M |
| Raymond James Financial Inc. | 0.00% | New | 55,333 | $2.8M |
| Vestia Personal Wealth Advisors | 1.40% | Reduce -28.1% | 54,522 | $2.8M |
| Financial Harvest, LLC | 1.70% | Reduce -9.1% | 54,235 | $2.7M |
| Navigoe, LLC | 1.63% | Add +14.9% | 52,314 | $2.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +419.5% | 51,674 | $2.6M |
| Burk Holdings LLC | 1.21% | New | 50,056 | $2.5M |
| ATLas Financial Planning LLC | 2.36% | — | 47,548 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,988 | $2.4M |
| DWR Wealth Management, LLC | 2.19% | — | 46,539 | $2.4M |
| Torren Management, LLC | 1.20% | — | 46,473 | $2.4M |
| Outbound Financial Inc | 1.68% | Add +11.7% | 42,563 | $2.2M |
| Studio Investment Management LLC | 0.38% | Add +50.1% | 40,737 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | New | 40,000 | $2.0M |
| Bullock Wealth Management Group | 0.98% | — | 39,612 | $2.0M |
| McIlrath & Eck, LLC | 0.19% | New | 39,429 | $2.0M |
| Family CFO Inc | 0.88% | Add +50.9% | 38,921 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +37.5% | 38,248 | $1.9M |
| Broadhurst Jeffrey B | 1.93% | — | 36,672 | $1.9M |
| McCartney Wealth Management LLC | 1.54% | — | 35,177 | $1.8M |
| Claris Financial LLC | 0.90% | Add +311.1% | 33,516 | $1.7M |
| LRI Investments, LLC | 0.13% | Add +35.4% | 32,848 | $1.7M |
| XY Planning Network, Inc. | 0.29% | Reduce -6.2% | 32,661 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +12.6% | 31,573 | $1.6M |
| Balboa Wealth Partners | 0.25% | New | 30,232 | $1.5M |
| PCA Investment Advisory Services Inc. | 0.52% | Reduce -27.3% | 29,260 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.3% | 28,442 | $1.4M |
| Kings Path Partners LLC | 0.50% | Reduce -11.3% | 27,907 | $1.4M |
| Guardian Wealth Management, LLC | 0.44% | — | 27,172 | $1.4M |
| Red Lighthouse Investment Management, LLC | 0.46% | Add +38.3% | 25,419 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.51% | Add +118.3% | 24,726 | $1.3M |
| Forza Wealth Management, LLC | 0.45% | Add +394.0% | 24,700 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | New | 24,442 | $1.2M |
| MB Generational Wealth, LLC | 0.64% | New | 23,776 | $1.2M |
| PFG Advisors | 0.05% | New | 22,186 | $1.1M |
| Core Wealth Management, Inc. | 0.34% | Reduce -12.2% | 21,833 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +169.9% | 21,289 | $1.1M |
| White Wing Wealth Management | 0.61% | Add +19.8% | 20,334 | $1.0M |
| MML Investors Services, LLC | 0.00% | No change | 19,965 | $1.0M |
| Composition Wealth, LLC | 0.01% | Reduce -0.9% | 19,667 | $996K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.1% | 19,336 | $979K |
| SpringVest Wealth Management LLC | 0.68% | Reduce -11.0% | 19,181 | $972K |
| Meredith Wealth Planning | 0.28% | Reduce -0.3% | 18,892 | $957K |
| LJI Wealth Management, LLC | 0.15% | New | 18,763 | $950K |
| Master's Wealth Management Inc. | 0.31% | Reduce -88.4% | 17,155 | $869K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -49.3% | 15,241 | $772K |
| Demming Financial Services Corp. | 0.57% | — | 15,051 | $762K |
| Live Oak Private Wealth LLC | 0.10% | No change | 14,338 | $726K |
| LPL Financial LLC | 0.00% | Add +13.0% | 14,297 | $724K |
| Kane Co Wealth Management, Inc. | 0.64% | — | 14,224 | $720K |
| Trailhead Planners LLC | 0.69% | — | 13,806 | $699K |
| Aptus Capital Advisors, LLC | 0.01% | Add +513.9% | 12,812 | $649K |
| Curio Wealth, LLC | 0.22% | Add +18.0% | 12,144 | $615K |
| Corient Private Wealth LP | 0.00% | No change | 11,800 | $598K |
| Cypress Financial Planning LLC | 0.17% | Add +75.0% | 11,778 | $597K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -86.1% | 11,768 | $596K |
| Hartmann Taylor Wealth Management, LLC | 0.36% | Reduce -9.4% | 10,501 | $532K |
| Osaic Holdings, Inc. | 0.00% | Add +142.2% | 10,172 | $515K |
| ShankerValleau Wealth Advisors, Inc. | 0.13% | Reduce -20.5% | 9,510 | $482K |
| Essential Planning, LLC. | 0.15% | Add +66.9% | 9,169 | $464K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -18.8% | 8,737 | $443K |
| Flow Traders U.S. LLC | 0.01% | Reduce -52.2% | 8,244 | $418K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.6% | 8,197 | $415K |
| Corus Family Wealth Advisors | 0.32% | Reduce -17.4% | 7,877 | $399K |
| Wells Fargo & Company | 0.00% | Add +30.9% | 7,751 | $393K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -4.9% | 7,730 | $392K |
| Cypress Point Wealth Management, LLC | 0.08% | Add +0.8% | 7,621 | $386K |
| Comerica Bank | 0.00% | Add +1.4% | 7,439 | $377K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 7,069 | $358K |
| Geometric Wealth Advisors | 0.05% | Add +1.3% | 6,986 | $354K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -41.9% | 6,939 | $351K |
| Tru Independence Asset Management 2, LLC | 0.21% | Reduce -37.1% | 6,700 | $339K |
| Eaton-Cambridge Inc. | 0.11% | Reduce -67.0% | 6,495 | $329K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.0% | 6,413 | $325K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +22.6% | 6,124 | $310K |
| Diversify Advisory Services, LLC | 0.01% | New | 6,092 | $309K |
| Private Advisor Group, LLC | 0.00% | Add +1.0% | 6,023 | $305K |
| First Financial Group Corp | 0.25% | Reduce -1.6% | 5,912 | $299K |
| Truist Financial Corp. | 0.00% | Add +43.4% | 5,778 | $293K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 5,765 | $292K |
| VSM Wealth Advisory, LLC | 0.09% | Add +2.5% | 5,625 | $285K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,463 | $277K |
| Alpha Financial Advisors, LLC | 0.08% | No change | 5,230 | $265K |
| Lane Brothers & Co. Inc. | 0.19% | — | 5,126 | $260K |
| CPA Asset Management Group, LLC | 0.09% | New | 4,930 | $250K |
| Legacy Financial Group, Inc. | 0.06% | Add +15.9% | 4,782 | $242K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +0.1% | 4,499 | $228K |
| Berger Financial Group, Inc | 0.01% | New | 4,289 | $217K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 4,188 | $212K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +1.3% | 4,144 | $210K |
| Maseco LLP | 0.01% | Add +0.7% | 3,212 | $163K |
| Grand Wealth Management, LLC | 0.06% | New | 2,636 | $134K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1.3% | 2,219 | $112K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 1,813 | $92K |
| Strengthening Families & Communities, LLC | 0.02% | Reduce -15.7% | 1,135 | $57K |
| Bank of Montreal | 0.00% | New | 1,000 | $51K |
| Morgan Stanley | 0.00% | New | 607 | $31K |
| IFP Advisors, Inc | 0.00% | Add +24.3% | 522 | $26K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 487 | $25K |
| Capital Analysts, LLC | 0.00% | Reduce -7.1% | 287 | $15K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 199 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 109 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 67 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 67 | $3K |
| Cwm, LLC | 0.00% | No change | 52 | $3K |
| Pinney & Scofield, Inc. | 0.00% | Add +2.3% | 44 | $2K |
| RHL Group, LLC | 0.00% | — | 24 | $1K |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.