Dimension Ultrashort Fi ETFDUSBETF
13F holders, Q1 2026 (March 31)197holders +26
33new positions
6sold out
1famous investor
$50.70avg. 13F price*
At the end of Q1 2026, 197 institutions reported holding Dimension Ultrashort Fi ETF (DUSB) in their 13F filings, up 26 from Q4 2025. 33 opened new positions and 6 sold out. The largest holders were Planning Center, Inc. ($180.2M), Prudent Man Investment Management, Inc. ($80.9M) and Root Financial Partners, LLC ($76.8M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $46.8M |
| Exits | 6 | $11.1M |
All 13F filers, Q4 2025 → Q1 2026: 3,144,623 shares bought and 1,207,448 shares sold, net +1,937,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Planning Center, Inc. | 18.25% | Add +4.0% | 3,552,627 | $180.2M |
| Prudent Man Investment Management, Inc. | 27.22% | Reduce -0.0% | 1,597,198 | $80.9M |
| Root Financial Partners, LLC | 3.55% | Add +17.8% | 1,514,370 | $76.8M |
| Vise Technologies, Inc. | 1.16% | No change | 1,162,271 | $58.9M |
| Financial Plan, Inc. | 4.45% | Reduce -8.7% | 817,942 | $41.5M |
| SJS Investment Consulting Inc. | 4.57% | Add +14.7% | 737,706 | $37.4M |
| SC&H Financial Advisors, Inc. | 4.64% | Add +12.7% | 607,348 | $30.8M |
| DiNuzzo Private Wealth, Inc. | 3.10% | Add +0.4% | 568,272 | $28.8M |
| Phillips Financial Management, LLC | 1.89% | Add +13.3% | 515,043 | $26.1M |
| Sterling Wealth Management, Inc. | 6.89% | Add +4.9% | 495,047 | $25.1M |
| American Capital Advisory, LLC | 9.93% | Add +38.0% | 483,517 | $24.5M |
| Chicago Partners Investment Group LLC | 0.46% | Reduce -18.9% | 409,458 | $20.8M |
| Savant Capital, LLC | 0.10% | Reduce -1.3% | 409,013 | $20.7M |
| Rachor Investment Advisory Services, LLC | 10.23% | Add +2.9% | 383,900 | $19.5M |
| Three Arch Wealth Management LLC | 3.31% | Add +5.2% | 363,353 | $18.4M |
| Pillar Financial Advisors, LLC | 10.08% | Add +5.2% | 340,234 | $17.3M |
| Market Street Wealth Management Advisors LLC | 2.62% | Reduce -6.7% | 328,138 | $16.6M |
| Avestar Capital, LLC | 0.95% | New | 273,313 | $13.9M |
| Foundry Financial LLC | 5.17% | Add +46.3% | 240,613 | $12.2M |
| Mariner, LLC | 0.01% | Add +6.6% | 238,848 | $12.1M |
| Hiley Hunt Wealth Management | 5.18% | Add +4.7% | 231,684 | $11.7M |
| TAGStone Capital, Inc. | 4.09% | Reduce -18.4% | 228,259 | $11.6M |
| Onyx Financial Advisors, LLC | 4.78% | Add +11.0% | 227,112 | $11.5M |
| Johnson Wealth Management, LLC | 5.55% | Add +6.4% | 226,682 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +998.2% | 212,340 | $10.8M |
| Babb Wealth Advisors LLC | 5.84% | Reduce -6.9% | 210,509 | $10.7M |
| New Dimensions Wealth Management, LLC | 8.53% | Add +3.6% | 197,755 | $10.0M |
| Financial Symmetry Inc | 3.33% | Add +24.7% | 184,504 | $9.4M |
| Tumwater Wealth Management, LLC | 3.76% | Add +18.1% | 184,420 | $9.4M |
| Wealthspan Partners, LLC | 2.84% | Reduce -7.3% | 159,183 | $8.1M |
| Creative Planning | 0.01% | Add +47.7% | 152,697 | $7.7M |
| Arkadios Wealth Advisors | 0.13% | Reduce -10.4% | 151,658 | $7.7M |
| Ruedi Wealth Management, Inc. | 1.97% | Reduce -3.5% | 151,021 | $7.7M |
| Parkwoods Wealth Partners, LLC | 1.84% | Reduce -1.7% | 148,262 | $7.5M |
| Mattern Wealth Management LLC | 1.45% | Reduce -6.1% | 146,480 | $7.4M |
| Choreo, LLC | 0.09% | New | 145,713 | $7.4M |
| Shore Point Advisors, LLC | 2.92% | Add +6.3% | 148,280 | $7.4M |
| Cogent Private Wealth, Inc. | 5.14% | Add +33.7% | 140,258 | $7.1M |
| Leading Edge Financial Planning LLC | 1.49% | Add +6.2% | 139,804 | $7.1M |
| Wolfstich Capital, LLC | 6.17% | Reduce -2.9% | 139,231 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +1730.3% | 129,381 | $6.6M |
| 3 Factor Indexing, LLC | 6.12% | — | 127,718 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +70.3% | 126,456 | $6.4M |
| Torren Management, LLC | 2.99% | Add +154.5% | 118,270 | $6.0M |
| Index Fund Advisors, Inc. | 0.26% | Add +14.1% | 115,300 | $5.8M |
| Altiora Financial Group, LLC | 0.91% | Reduce -38.8% | 109,301 | $5.5M |
| Strategic Investment Solutions, Inc. | 1.33% | Reduce -3.9% | 109,032 | $5.5M |
| Betterment LLC | 0.01% | Add +10.9% | 103,113 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +22.1% | 98,472 | $5.0M |
| Vance Wealth, LLC | 1.40% | Add +44.7% | 95,575 | $4.8M |
| Apella Capital, LLC | 0.07% | Add +342.4% | 94,182 | $4.8M |
| AssuredPartners Investment Advisors, LLC | 0.51% | Add +2.2% | 91,892 | $4.7M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +6.6% | 91,267 | $4.6M |
| Factor Wealth Management LTD | 0.87% | Reduce -15.2% | 91,252 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.1% | 89,936 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -22.1% | 87,793 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.6% | 83,047 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +48.9% | 82,410 | $4.2M |
| Coston, McIsaac & Partners | 0.94% | Reduce -10.3% | 82,295 | $4.2M |
| Bright Financial Advisors, Inc. | 1.91% | Add +3.2% | 82,029 | $4.2M |
| Concord Wealth Partners | 0.53% | Add +0.4% | 80,255 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +48.9% | 76,946 | $3.9M |
| Navigoe, LLC | 2.23% | Add +42.2% | 74,378 | $3.8M |
| Financial Harvest, LLC | 2.22% | Add +36.9% | 74,218 | $3.8M |
| Great Oak Capital Partners, LLC | 0.87% | Add +11.8% | 73,985 | $3.8M |
| Strathmore Capital Advisors, Inc. | 1.04% | Add +0.9% | 72,337 | $3.7M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +1081.3% | 72,340 | $3.7M |
| Flow Traders U.S. LLC | 0.11% | Add +740.2% | 69,266 | $3.5M |
| GK Wealth Management LLC | 3.01% | New | 68,341 | $3.5M |
| DWR Wealth Management, LLC | 3.01% | Add +46.9% | 68,341 | $3.5M |
| Optimus Capital Advisors, LLC | 2.05% | Reduce -35.9% | 68,281 | $3.5M |
| Moran Wealth Management, LLC | 0.10% | Reduce -62.8% | 65,525 | $3.3M |
| Vestia Personal Wealth Advisors | 1.54% | Add +18.2% | 64,438 | $3.3M |
| Quantum Financial Advisors, LLC | 0.36% | Reduce -9.5% | 62,455 | $3.2M |
| FMB Wealth Management | 1.31% | Reduce -0.5% | 62,232 | $3.2M |
| Everest Financial Group LLC | 0.50% | New | 60,381 | $3.1M |
| McIlrath & Eck, LLC | 0.23% | Add +52.1% | 59,961 | $3.0M |
| Dravo Bay LLC | 1.21% | Reduce -31.9% | 58,746 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.1% | 56,689 | $2.9M |
| Bullock Wealth Management Group | 1.42% | Add +41.0% | 55,832 | $2.8M |
| Burk Holdings LLC | 1.09% | Add +0.0% | 50,057 | $2.5M |
| Tillman Hartley LLC | 0.63% | New | 49,362 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 48,158 | $2.4M |
| ATLas Financial Planning LLC | 2.18% | Add +0.8% | 47,941 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +366.1% | 47,414 | $2.4M |
| Aspen Capital Management, LLC | 0.59% | New | 47,403 | $2.4M |
| Core Wealth Management, Inc. | 0.73% | Add +114.3% | 46,795 | $2.4M |
| Studio Investment Management LLC | 0.42% | Add +11.8% | 45,529 | $2.3M |
| LPL Financial LLC | 0.00% | Add +199.9% | 42,879 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 40,212 | $2.0M |
| Outbound Financial Inc | 1.50% | Reduce -7.2% | 39,497 | $2.0M |
| Broadhurst Jeffrey B | 2.05% | Add +7.5% | 39,410 | $2.0M |
| LRI Investments, LLC | 0.18% | Add +19.5% | 39,254 | $2.0M |
| Applied Capital LLC | 0.74% | Reduce -34.1% | 38,890 | $2.0M |
| Forza Wealth Management, LLC | 0.67% | Add +54.7% | 38,200 | $1.9M |
| Meredith Wealth Planning | 0.50% | Add +92.2% | 36,302 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -45.8% | 35,500 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +24.1% | 35,310 | $1.8M |
| McCartney Wealth Management LLC | 1.44% | Reduce -4.1% | 33,740 | $1.7M |
| Claris Financial LLC | 0.93% | Add +0.5% | 33,692 | $1.7M |
| Balboa Wealth Partners | 0.28% | Add +7.9% | 32,627 | $1.7M |
| Red Lighthouse Investment Management, LLC | 0.52% | Add +19.0% | 30,251 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 29,815 | $1.5M |
| PCA Investment Advisory Services Inc. | 0.50% | Add +0.7% | 29,458 | $1.5M |
| XY Planning Network, Inc. | 0.23% | Reduce -11.1% | 29,023 | $1.5M |
| MB Generational Wealth, LLC | 0.80% | Add +20.5% | 28,647 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +17.0% | 28,600 | $1.5M |
| Curio Wealth, LLC | 0.49% | Add +134.5% | 28,476 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.5% | 27,944 | $1.4M |
| Family CFO Inc | 0.63% | Reduce -28.6% | 27,807 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.8% | 24,940 | $1.3M |
| Kings Path Partners LLC | 0.43% | Reduce -10.9% | 24,865 | $1.3M |
| PFG Advisors | 0.06% | Add +11.0% | 24,633 | $1.2M |
| White Wing Wealth Management | 0.74% | Add +19.6% | 24,329 | $1.2M |
| SpringVest Wealth Management LLC | 0.77% | Add +16.4% | 22,317 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.45% | Reduce -9.8% | 22,304 | $1.1M |
| SageOak Financial, LLC | 0.74% | New | 20,551 | $1.0M |
| MML Investors Services, LLC | 0.00% | No change | 19,965 | $1.0M |
| Live Oak Private Wealth LLC | 0.13% | Add +32.7% | 19,031 | $965K |
| Cary Street Partners Financial LLC | 0.02% | Add +21.0% | 18,448 | $935K |
| Guardian Wealth Management, LLC | 0.28% | Reduce -33.5% | 18,069 | $916K |
| Mustard Seed Financial, LLC | 0.55% | New | 17,990 | $912K |
| ProCore Advisors, LLC | 1.38% | Reduce -92.2% | 17,698 | $897K |
| Royal Bank of Canada | 0.00% | New | 17,220 | $873K |
| Kane Co Wealth Management, Inc. | 0.73% | Add +19.5% | 16,999 | $862K |
| Allworth Financial LP | 0.00% | New | 16,979 | $861K |
| Verum Partners LLC | 0.16% | New | 16,714 | $848K |
| Demming Financial Services Corp. | 0.61% | Add +9.4% | 16,460 | $835K |
| Essential Planning, LLC. | 0.23% | Add +58.0% | 14,491 | $735K |
| Trailhead Planners LLC | 0.70% | Add +3.6% | 14,305 | $725K |
| Cypress Financial Planning LLC | 0.20% | Add +18.7% | 13,982 | $709K |
| WPWealth LLP | 0.11% | New | 13,806 | $700K |
| Master's Wealth Management Inc. | 0.23% | Reduce -22.1% | 13,364 | $678K |
| Corient Private Wealth LP | 0.00% | No change | 11,800 | $598K |
| Warburton Capital Management, LLC | 0.29% | New | 11,784 | $598K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 11,743 | $595K |
| Pure Financial Advisors, LLC | 0.01% | Add +33.5% | 11,664 | $591K |
| Two Sigma Securities, LLC | 0.07% | New | 11,648 | $591K |
| Oceanside Advisors LLC | 0.31% | New | 10,833 | $549K |
| Composition Wealth, LLC | 0.01% | Reduce -51.2% | 9,599 | $487K |
| ShankerValleau Wealth Advisors, Inc. | 0.14% | Add +0.7% | 9,580 | $486K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | New | 9,335 | $473K |
| Cypress Point Wealth Management, LLC | 0.10% | Add +19.5% | 9,106 | $462K |
| Hartmann Taylor Wealth Management, LLC | 0.30% | Reduce -14.3% | 9,001 | $456K |
| Corus Family Wealth Advisors | 0.37% | Add +12.4% | 8,851 | $449K |
| Rehmann Capital Advisory Group | 0.02% | Add +6.1% | 8,697 | $441K |
| Private Advisor Group, LLC | 0.00% | Add +38.8% | 8,357 | $424K |
| Fifth Third Bancorp | 0.00% | New | 7,485 | $380K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -3.9% | 7,430 | $377K |
| Evanson Asset Management, LLC | 0.02% | Add +15.5% | 7,408 | $376K |
| Tru Independence Asset Management 2, LLC | 0.22% | Add +7.4% | 7,194 | $365K |
| Geometric Wealth Advisors | 0.04% | Add +0.8% | 7,039 | $357K |
| Embree Financial Group | 0.04% | New | 7,001 | $355K |
| Elser Financial Planning, Inc | 0.02% | New | 6,949 | $352K |
| Diversify Wealth Management, LLC | 0.01% | New | 6,745 | $342K |
| Maseco LLP | 0.01% | Add +107.1% | 6,652 | $337K |
| Eaton-Cambridge Inc. | 0.10% | No change | 6,495 | $329K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -49.3% | 6,494 | $329K |
| Truist Financial Corp. | 0.00% | Add +8.5% | 6,271 | $318K |
| VSM Wealth Advisory, LLC | 0.09% | Add +10.5% | 6,217 | $315K |
| Legacy Financial Group, Inc. | 0.08% | Add +28.0% | 6,123 | $310K |
| First Financial Group Corp | 0.24% | Add +0.1% | 5,915 | $300K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 5,772 | $293K |
| Nalls Sherbakoff Group, LLC | 0.20% | New | 5,318 | $270K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.5% | 5,218 | $265K |
| Lane Brothers & Co. Inc. | 0.19% | No change | 5,126 | $260K |
| Brighton Jones LLC | 0.01% | New | 5,117 | $259K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +10.7% | 4,979 | $252K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -30.2% | 4,845 | $246K |
| Morgan Stanley | 0.00% | Add +643.0% | 4,510 | $229K |
| Berger Financial Group, Inc | 0.01% | No change | 4,289 | $217K |
| CSP Financial Group, LLC | 0.22% | — | 4,215 | $214K |
| Summit Financial, LLC | 0.00% | New | 4,200 | $213K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +0.8% | 4,175 | $212K |
| Alpha Financial Advisors, LLC | 0.06% | Reduce -20.8% | 4,145 | $210K |
| Integrated Advisors Network LLC | 0.01% | New | 3,945 | $200K |
| IFG Advisory, LLC | 0.41% | New | 2,830 | $144K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -35.0% | 2,724 | $138K |
| Washington Trust Advisors, Inc. | 0.01% | Add +7.9% | 2,394 | $121K |
| Grand Wealth Management, LLC | 0.05% | Reduce -23.2% | 2,025 | $103K |
| Legacy Wealth Managment, LLC | 0.05% | No change | 1,813 | $92K |
| Advisory Services Network, LLC | 0.00% | New | 1,298 | $66K |
| DecisionPoint Financial, LLC | 0.01% | New | 1,091 | $55K |
| Bank of Montreal | 0.00% | No change | 1,000 | $51K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -25.4% | 847 | $43K |
| Lam Group, Inc. | 0.02% | New | 830 | $42K |
| IFP Advisors, Inc | 0.00% | Add +7.3% | 560 | $28K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 290 | $15K |
| Harbour Investments, Inc. | 0.00% | New | 250 | $13K |
| NewEdge Advisors, LLC | 0.00% | New | 117 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -79.5% | 100 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 67 | $3K |
| Cwm, LLC | 0.00% | No change | 52 | $3K |
| Pinney & Scofield, Inc. | 0.00% | No change | 44 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 26 | $1K |
| RHL Group, LLC | 0.00% | No change | 24 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $49 |
"% of holder's portfolio" is DUSB's weight in each manager's 13F, not the share of Dimension Ultrashort Fi ETF the manager owns.