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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

186 managers (188 13F filers) reported a position in DUSB shares at 2026-06-30, 26,878,276 shares in all. 15 filers opened a position and 21 filers sold out during the quarter.

Managers
186
13F filers
188
New
15
Added
104
Reduced
56
Sold out
21
Shares held by filers
26,878,276

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Planning Center, Inc.3,678,554$187M17.63%+125,92713F-HRTimeline
Root Financial Partners, LLC1,866,250$94.8M3.68%+351,88013F-HRTimeline
Vise Technologies, Inc.1,786,825$90.7M1.03%+624,55413F-HRTimeline
Prudent Man Investment Management, Inc.1,571,347$79.6M27.15%-25,85113F-HRTimeline
Savant Capital, LLC1,019,305$51.8M0.15%+610,29213F-HRTimeline
Financial Harvest, LLC831,400$42.2M17.45%+757,18213F-HRTimeline
SJS Investment Consulting Inc.737,985$37.5M4.08%+27913F-HRTimeline
SC&H Financial Advisors, Inc.645,927$32.8M4.35%+38,57913F-HRTimeline
DiNuzzo Private Wealth, Inc.623,822$31.7M3.13%+55,55013F-HRTimeline
Financial Plan, Inc.587,139$29.8M2.83%-230,80313F-HRTimeline
American Capital Advisory, LLC511,900$26M9.49%+28,38313F-HRTimeline
Sterling Wealth Management, Inc.499,163$25.3M6.3%+4,11613F-HRTimeline
Three Arch Wealth Management LLC424,532$21.6M3.31%+61,17913F-HRTimeline
Rachor Investment Advisory Services, LLC392,443$19.9M9.81%+8,54313F-HRTimeline
Pillar Financial Advisors, LLC386,385$19.6M10.26%+46,15113F-HRTimeline
Chicago Partners Investment Group LLC383,636$19.4M0.39%-25,82213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC361,664$18.4M1.35%-153,37913F-HRTimeline
Aspen Capital Management, LLC351,153$17.8M3.94%+303,75013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…350,343$17.8M2.53%+22,20513F-HRTimeline
Avestar Capital, LLC296,914$15.1M0.89%+23,60113F-HRTimeline
Foundry Financial LLC265,312$13.5M4.54%+24,69913F-HRTimeline
Johnson Wealth Management, LLC258,411$13.1M5.56%+31,72913F-HRTimeline
Mariner, LLCin group Mariner, LLC255,920$13M0.01%+17,07213F-HRTimelineGroup
Onyx Financial Advisors, LLC253,807$12.9M4.64%+26,69513F-HRTimeline
Hiley Hunt Wealth Management250,727$12.7M5.03%+19,04313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC225,932$11.5M<0.01%+13,59213F-HRTimelineGroup
Babb Wealth Advisors LLC217,424$11M5.32%+6,91513F-HRTimeline
Wolfstich Capital, LLC214,072$10.9M8.39%+74,84113F-HRTimeline
TAGStone Capital, Inc.209,246$10.6M3.38%-19,01313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…199,906$10.2M0.02%+109,97013F-HRTimeline
New Dimensions Wealth Management, LLC199,748$10.1M7.66%+1,99313F-HRTimeline
Financial Symmetry Inc193,362$9.82M3.28%+8,85813F-HRTimeline
Tumwater Wealth Management, LLC193,333$9.82M3.55%+8,91313F-HRTimeline
Creative Planningin group Creative Planning177,152$9M0.01%+24,45513F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC171,441$8.71M2.74%+12,25813F-HRTimeline
Arkadios Wealth Advisors168,178$8.54M0.13%+16,52013F-HRTimeline
CHOREO, LLC167,029$8.48M0.09%+21,31613F-HRTimeline
Ruedi Wealth Management, Inc.164,162$8.34M1.96%+13,14113F-HRTimeline
Mattern Wealth Management LLC154,640$7.85M1.29%+8,16013F-HRTimeline
Shore Point Advisors, LLC154,949$7.73M2.65%+6,66913F-HRTimeline
Parkwoods Wealth Partners, LLC151,487$7.69M1.24%+3,22513F-HRTimeline
Leading Edge Financial Planning LLC151,087$7.67M1.37%+11,28313F-HRTimeline
Tencap Wealth Coaching, LLC150,331$7.63M2.42%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS142,983$7.26M0.74%new13F-HRTimeline
Beacon Pointe Advisors, LLC140,047$7.11M0.03%+13,59113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC135,956$6.9M0.02%+79,26713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC120,512$6.12M<0.01%+32,71913F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL114,748$5.83M1.33%+5,71613F-HRTimeline
Prime Capital Investment Advisors, LLC110,257$5.6M0.05%-19,12413F-HRTimeline
Betterment LLC109,524$5.56M0.01%+6,41113F-HRTimeline
Tillman Hartley LLC108,825$5.53M1.24%+59,46313F-HRTimeline
Altiora Financial Group, LLC102,137$5.19M0.82%-7,16413F-HRTimeline
Cogent Private Wealth, Inc.98,559$5M3.13%-41,69913F-HRTimeline
3 FACTOR INDEXING, LLC97,091$4.93M4.17%-30,62713F-HRTimeline
AssuredPartners Investment Advisors, LLC97,003$4.93M0.48%+5,11113F-HRTimeline
Live Oak Private Wealth LLC93,936$4.77M0.6%+74,90513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,271$4.69M<0.01%+9,86113F-HRTimelineGroup
Farther Finance Advisors, LLC90,237$4.58M0.04%+13,29113F-HRTimeline
Dynamic Advisor Solutions LLC90,194$4.58M0.13%-1,07313F-HRTimeline
Navigoe, LLC89,744$4.56M2.38%+15,36613F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC87,106$4.43M0.96%+13,12113F-HRTimeline
VANCE WEALTH, LLC85,761$4.35M0.98%-9,81413F-HRTimeline
Coston, McIsaac & Partners82,107$4.17M0.84%-18813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners80,989$4.11M0.47%+73413F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.78,045$3.96M1.66%-3,98413F-HRTimeline
Outbound Financial Inc75,678$3.84M2.49%+36,18113F-HRTimeline
Strathmore Capital Advisors, Inc.74,482$3.77M1.02%+2,14513F-HRTimeline
Apella Capital, LLC72,060$3.66M0.05%-22,12213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,202$3.62M0.01%-11,84513F-HRTimelineGroup
DWR WEALTH MANAGEMENT, LLC70,991$3.6M2.7%+2,65013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS62,620$3.18M1.24%-1,81813F-HRTimeline
Quantum Financial Advisors, LLC62,455$3.17M0.31%013F-HRTimeline
FMB WEALTH MANAGEMENT60,507$3.07M1.13%-1,72513F-HRTimeline
Applied Capital LLC60,249$3.06M0.99%+21,35913F-HRTimeline
Savvy Advisors, Inc.59,802$3.04M0.06%+31,20213F-HRTimeline
Optimus Capital Advisors, LLC57,484$2.92M1.57%-10,79713F-HRTimeline
Kings Path Partners LLC57,413$2.92M0.78%+32,54813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,844$2.89M<0.01%+9,43013F-HRTimelineGroup
Everest Financial Group LLC56,825$2.89M0.39%-3,55613F-HRTimeline
LPL Financial LLC56,258$2.86M<0.01%+13,37913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC55,972$2.84M0.48%+10,44313F-HRTimeline
Index Fund Advisors, Inc.54,069$2.75M0.11%-61,23113F-HRTimeline
LRI Investments, LLC53,750$2.73M0.22%+14,49613F-HRTimeline
Burk Holdings LLC50,057$2.54M0.94%013F-HRTimeline
SpringVest Wealth Management LLC48,972$2.49M1.56%+26,65513F-HRTimeline
Core Wealth Management, Inc.48,950$2.49M0.7%+2,15513F-HRTimeline
ATLas Financial Planning LLC48,788$2.48M2.01%+84713F-HRTimeline
Factor Wealth Management LTD48,520$2.46M0.37%-42,73213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,154$2.29M<0.01%+45,12813F-HRTimelineGroup
XY Planning Network, Inc.43,572$2.21M0.28%+14,54913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,000$2.03M<0.01%-21213F-HR/ATimeline
Forza Wealth Management, LLC38,694$1.96M0.6%+49413F-HRTimeline
Torren Management, LLC38,623$1.96M1%-79,64713F-HRTimeline
Bullock Wealth Management Group38,542$1.96M0.85%13F-HRTimeline
Meredith Wealth Planning37,778$1.92M0.45%+1,47613F-HRTimeline
HighTower Advisors, LLC37,101$1.88M<0.01%+1,79113F-HRTimeline
MB Generational Wealth, LLC35,928$1.82M0.89%+7,28113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,500$1.75M0.02%-1,00013F-HRTimelineGroup
V2 Financial group LLC33,086$1.68M0.63%new13F-HRTimeline
Balboa Wealth Partners31,996$1.62M0.22%-63113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…30,488$1.55M0.46%+23713F-HRTimeline
DRAVO BAY LLC30,181$1.53M0.53%-28,56513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth30,011$1.52M0.01%+19613F-HRTimelineGroup
Mustard Seed Financial, LLC29,959$1.52M0.79%+11,96913F-HRTimeline
MASECO LLP28,419$1.44M0.04%+21,76713F-HRTimeline
Family CFO Inc28,419$1.44M0.56%+61213F-HRTimeline
CURIO WEALTH, LLC27,955$1.42M0.44%-52113F-HRTimeline
Trailhead Planners LLC27,519$1.4M1.35%+13,21413F-HRTimeline
McCartney Wealth Management LLC27,346$1.39M1.05%-6,39413F-HRTimeline
PFG Advisors26,595$1.35M0.07%+1,96213F-HRTimeline
Financial Engines Advisors L.L.C.26,262$1.33M<0.01%-1,68213F-HRTimeline
MAI Capital Management26,085$1.32M0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…25,006$1.27M<0.01%+6613F-HR/ATimeline
Kane Co Wealth Management, Inc.23,524$1.19M0.91%+6,52513F-HRTimeline
Porter White Investment Advisors, Inc.21,007$1.07M0.41%-1,29713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,736$1.05M0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,635$1.05M<0.01%-77,83713F-HRTimelineGroup
White Wing Wealth Management20,350$1.03M0.54%-3,97913F-HRTimeline
Essential Planning, LLC.19,764$1M0.28%+5,27313F-HRTimeline
Guardian Wealth Management, LLC19,478$989K0.28%+1,40913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.18,849$957K0.23%+9,51413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,262$826K-2,286Timeline
DEMMING FINANCIAL SERVICES CORP /ADV15,930$809K0.51%-53013F-HRTimeline
OLD MISSION CAPITAL LLC15,124$768K0.02%new13F-HRTimeline
PCA Investment Advisory Services Inc.14,979$761K0.21%-14,47913F-HRTimeline
WPWealth LLP14,479$735K0.11%+67313F-HRTimeline
ProCore Advisors, LLC14,130$718K0.89%-3,56813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,972$708K+7,227Timeline
ORBA Wealth Advisors, L.L.C.13,639$693K0.59%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,636$692K<0.01%+1,89313F-HRTimeline
Pure Financial Advisors, LLC13,202$670K0.01%+1,53813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,311$625K0.15%-1,67113F-HRTimeline
SageOak Financial, LLC11,518$585K0.38%-9,03313F-HRTimeline
Oceanside Advisors LLC10,782$548K0.28%-5113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.10,265$521K0.16%-3,09913F-HRTimeline
MML INVESTORS SERVICES, LLC9,982$507K<0.01%-9,98313F-HRTimeline
Cypress Point Wealth Management, LLC9,149$465K0.09%+4313F-HRTimeline
Corus Family Wealth Advisors9,072$461K0.32%+22113F-HRTimeline
Rehmann Capital Advisory Group9,070$461K0.02%+37313F-HRTimeline
Hartmann Taylor Wealth Management, LLC9,001$456K0.3%013F-HRTimeline
Modera Wealth Management, LLC8,960$455K<0.01%new13F-HRTimeline
Private Advisor Group, LLC8,577$436K<0.01%+22013F-HRTimeline
Composition Wealth, LLC8,556$434K0.01%-1,04313F-HRTimeline
Berger Financial Group, Inc7,903$401K0.02%+3,61413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.7,687$390K0.09%+1,56413F-HRTimeline
Evanson Financial, LLC7,470$379K0.02%13F-HRTimeline
Geometric Wealth Advisors7,103$361K0.04%+6413F-HRTimeline
Embree Financial Group6,951$353K0.04%-5013F-HRTimeline
Elser Financial Planning, Inc6,949$353K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC6,830$347K0.02%-60013F-HRTimeline
Aptus Capital Advisors, LLC6,658$338K<0.01%+16413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,605$335K0.14%+4,58013F-HRTimeline
Eaton-Cambridge Inc.6,495$330K0.09%013F-HRTimeline
VSM Wealth Advisory, LLC6,470$329K0.09%+25313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,420$326K<0.01%-10,80013F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.5,973$303K0.08%-3,60713F-HRTimeline
First Financial Group Corp5,925$301K0.22%+1013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,895$299K<0.01%-37613F-HRTimelineGroup
OneDigital Investment Advisors LLC5,628$286K<0.01%+41013F-HRTimeline
Acorn Wealth Advisors, LLC5,606$285K0.07%+76113F-HRTimeline
LANE BROTHERS & CO INC5,126$260K0.17%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,975$253K0.14%-2,21913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,884$248K0.08%-9513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,510$229K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,377$222K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,340$220K<0.01%-3,14513F-HRTimelineGroup
CSP Financial Group, LLC4,254$216K0.18%+3913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,214$214K0.05%+3913F-HRTimeline
Werba Rubin Papier Wealth Management3,947$200K0.02%new13F-HRTimeline
IFG Advisory, LLC3,100$157K0.01%+27013F-HRTimeline
CX Institutional2,544$129K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.2,416$123K0.01%+2213F-HRTimeline
Arax Advisory Partners1,494$75.9K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$50.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP425$21.6K<0.01%-16,55413F-HRTimeline
Strengthening Families & Communities, L…378$19.2K<0.01%-46913F-HRTimeline
IFP Advisors, Inc374$19K<0.01%-18613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC292$15K<0.01%+213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.250$12.7K<0.01%013F-HRTimeline
LAM GROUP, INC.85$4.32K<0.01%-74513F-HRTimeline
PINNEY & SCOFIELD, INC.74$3.75K<0.01%+3013F-HRTimeline
SITTNER & NELSON, LLC67$3.4K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC59$3K<0.01%new13F-HRTimeline
RHL GROUP, LLC24$1.22K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC18$914<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.