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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

93 managers (93 13F filers) reported a position in DUSB shares at 2024-12-31, 10,910,521 shares in all. 25 filers opened a position and 5 filers sold out during the quarter.

Managers
93
13F filers
93
New
25
Added
38
Reduced
15
Sold out
5
Shares held by filers
10,910,521

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.2,495,610$126M16.02%+24,92613F-HRTimeline
Prudent Man Investment Management, Inc.1,139,200$57.6M31.89%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…972,182$49.2M8.26%-92,19413F-HRTimeline
Sterling Wealth Management, Inc.499,124$25.3M9.33%+83313F-HRTimeline
Root Financial Partners, LLC389,346$19.7M2.44%+150,33413F-HRTimeline
DiNuzzo Private Wealth, Inc.351,193$17.8M2.25%+61,30513F-HRTimeline
Chicago Partners Investment Group LLC303,637$15.4M0.51%-5,10713F-HRTimeline
American Capital Advisory, LLC279,417$14.1M7.83%+37,16113F-HRTimeline
SJS Investment Consulting Inc.249,075$12.6M2.18%+104,09513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC224,896$11.4M0.89%+75,14013F-HRTimeline
Altiora Financial Group, LLC217,925$11M2.4%+28,02613F-HRTimeline
Pillar Financial Advisors, LLC187,614$9.49M7.27%13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.181,957$9.21M2.96%new13F-HRTimeline
SC&H Financial Advisors, Inc.180,921$9.15M1.89%+148,41513F-HRTimeline
Hiley Hunt Wealth Management152,486$7.71M4.28%+31,55313F-HRTimeline
Arkadios Wealth Advisors147,684$7.47M0.41%-136,34413F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.132,500$6.7M3.58%13F-HRTimeline
Onyx Financial Advisors, LLC126,220$6.39M3.5%+14,62113F-HRTimeline
Strategic Investment Solutions, Inc. /IL124,862$6.29M2.1%+1,80313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC122,542$6.2M0.05%new13F-HRTimelineGroup
Ruedi Wealth Management, Inc.121,701$6.16M1.94%+8,52413F-HRTimeline
Essential Planning, LLC.104,952$5.32M0.03%new13F-HRTimeline
Babb Wealth Advisors LLC104,225$5.27M4.25%13F-HRTimeline
Moran Wealth Management, LLC103,679$5.25M0.17%new13F-HRTimeline
Warburton Capital Management, LLC98,955$5.01M3.75%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,832$4.85M<0.01%+81,12213F-HRTimelineGroup
Financial Harvest, LLC94,621$4.79M4.04%13F-HRTimeline
Leading Edge Financial Planning LLC86,701$4.39M1.44%new13F-HRTimeline
Applied Capital LLC85,598$4.33M2.22%+27,76913F-HRTimeline
Factor Wealth Management LTD79,086$4M1.33%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,169$3.8M0.01%+9,02813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,167$3.75M<0.01%+66,52213F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC72,469$3.67M1.75%+13,00913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,639$3.32M0.01%+3,37613F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC65,500$3.31M0.08%+3,00013F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC64,314$3.26M1.09%+25313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth61,655$3.12M0.05%+15,36613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,189$2.8M0.01%new13F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.55,143$2.79M1.75%-1,58713F-HRTimeline
DRAVO BAY LLC41,924$2.12M1.03%+37,25513F-HRTimeline
Wolfstich Capital, LLC41,915$2.12M1.88%13F-HRTimeline
Mattern Wealth Management LLC39,621$2M0.44%new13F-HRTimeline
FMB WEALTH MANAGEMENT36,453$1.84M1.04%-43013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36,257$1.83M0.3%-16,86113F-HRTimelineGroup
Navigoe, LLC33,594$1.7M1.66%13F-HRTimeline
Mills Wealth Advisors LLC33,494$1.69M0.96%-22,60913F-HRTimeline
Financial Symmetry Inc32,749$1.66M1.12%+21,66313F-HRTimeline
PBMares Wealth Management LLC32,041$1.62M0.33%new13F-HRTimeline
Coston, McIsaac & Partners30,830$1.56M0.46%+30,77113F-HRTimeline
HighTower Advisors, LLC29,917$1.51M<0.01%+23,87413F-HRTimeline
Parkworth Wealth Management, Inc.29,509$1.49M1.24%13F-HRTimeline
Rehmann Capital Advisory Group27,490$1.39M0.09%+16,22713F-HRTimeline
Meredith Wealth Planning26,896$1.36M0.61%+11,68413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,800$1.36M0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning26,291$1.33M<0.01%+26813F-HRTimelineGroup
Betterment LLC25,583$1.29M<0.01%+8,87213F-HRTimeline
White Wing Wealth Management25,303$1.28M0.95%-1,43813F-HRTimeline
FLOW TRADERS U.S. LLC23,742$1.2M0.05%+12,03213F-HRTimeline
Kings Path Partners LLC23,616$1.19M0.51%-23,91713F-HRTimeline
Bullock Wealth Management Group21,992$1.11M0.65%new13F-HRTimeline
BCU Wealth Advisors, LLC20,994$1.06M0.61%new13F-HRTimeline
Porter White Investment Advisors, Inc.18,809$952K0.48%+12,98913F-HRTimeline
Index Fund Advisors, Inc.16,060$812K0.04%-1,30713F-HRTimeline
Strathmore Capital Advisors, Inc.14,091$713K0.52%13F-HRTimeline
Beacon Pointe Advisors, LLC13,301$673K0.01%new13F-HRTimeline
Core Wealth Management, Inc.11,559$585K0.23%-40,81313F-HRTimeline
CURIO WEALTH, LLC10,288$520K0.28%13F-HRTimeline
Corus Family Wealth Advisors9,321$472K0.32%+1,18613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV8,585$434K0.3%13F-HRTimeline
Cypress Point Wealth Management, LLC8,537$432K0.13%-37713F-HRTimeline
Private Advisor Group, LLC7,869$398K<0.01%-1,38113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,688$338K0.11%-1,22913F-HRTimeline
Prime Capital Investment Advisors, LLC6,418$325K<0.01%+57313F-HRTimeline
Acorn Wealth Advisors, LLC6,390$323K0.13%new13F-HRTimeline
Evanson Asset Management, LLC6,379$323K0.02%-29213F-HRTimeline
Van Hulzen Asset Management, LLC5,730$290K0.02%+73013F-HRTimeline
LPL Financial LLC5,362$271K<0.01%new13F-HRTimeline
Pure Financial Advisors, LLC5,265$266K0.01%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,189$263K0.22%new13F-HRTimeline
VSM Wealth Advisory, LLC4,937$250K0.09%13F-HRTimeline
Cambridge Investment Research Advisors,…4,790$242K<0.01%new13F-HRTimeline
MilWealth Group LLC4,636$235K0.06%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,201$213K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,725$188K0.04%new13F-HRTimeline
LAM GROUP, INC.3,130$158K0.11%+1,05013F-HRTimeline
COMERICA BANK2,000$101K<0.01%new13F-HR/ATimeline
Aptus Capital Advisors, LLC1,930$97.6K<0.01%+7513F-HRTimeline
UBS Group AGin group UBS Group AG1,645$83.2K<0.01%new13F-HRTimelineGroup
Strengthening Families & Communities, L…1,553$79K0.04%+2613F-HRTimeline
AE Wealth Management LLC1,088$55K<0.01%new13F-HRTimeline
Aspect Partners, LLC951$48.1K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.97$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.