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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

114 managers (114 13F filers) reported a position in DUSB shares at 2025-03-31, 12,346,265 shares in all. 28 filers opened a position and 7 filers sold out during the quarter.

Managers
114
13F filers
114
New
28
Added
56
Reduced
24
Sold out
7
Shares held by filers
12,346,265

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.2,801,439$142M16.82%+305,82913F-HRTimeline
Prudent Man Investment Management, Inc.1,137,535$57.5M31.88%-1,66513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…847,825$43M7.31%-124,35713F-HRTimeline
Root Financial Partners, LLC530,007$26.9M2.87%+140,66113F-HRTimeline
SC&H Financial Advisors, Inc.437,669$22.2M4.37%+256,74813F-HRTimeline
Chicago Partners Investment Group LLC398,343$20.2M0.67%+94,70613F-HRTimeline
DiNuzzo Private Wealth, Inc.388,689$19.7M2.48%+37,49613F-HRTimeline
SJS Investment Consulting Inc.380,648$19.3M3.29%+131,57313F-HRTimeline
American Capital Advisory, LLC301,465$15.3M8.25%+22,04813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC294,688$14.9M1.16%+69,79213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC282,451$14.3M0.12%+159,90913F-HR/ATimelineGroup
Altiora Financial Group, LLC216,209$11M2.33%-1,71613F-HRTimeline
Pillar Financial Advisors, LLC209,374$10.6M7.92%+21,76013F-HRTimeline
New Dimensions Wealth Management, LLC177,460$9M9%13F-HRTimeline
Arkadios Wealth Advisors166,494$8.45M0.32%+18,81013F-HRTimeline
Hiley Hunt Wealth Management166,101$8.43M4.6%+13,61513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,335$7.88M<0.01%+59,50313F-HRTimelineGroup
Onyx Financial Advisors, LLC152,837$7.75M4.1%+26,61713F-HRTimeline
Strategic Investment Solutions, Inc. /IL144,667$7.34M2.13%+19,80513F-HRTimeline
WEALTHSPAN PARTNERS, LLC140,559$7.13M3.29%+68,09013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.132,894$6.74M3.54%+39413F-HRTimeline
Ruedi Wealth Management, Inc.123,043$6.24M1.95%+1,34213F-HRTimeline
Babb Wealth Advisors LLC120,857$6.13M4.91%+16,63213F-HRTimeline
Shore Point Advisors, LLC115,853$5.88M3.11%new13F-HRTimeline
Warburton Capital Management, LLC99,742$5.06M3.66%+78713F-HRTimeline
Leading Edge Financial Planning LLC94,592$4.8M1.5%+7,89113F-HRTimeline
Bullock Wealth Management Group94,322$4.78M2.68%+72,33013F-HRTimeline
DRAVO BAY LLC93,017$4.72M2.5%+51,09313F-HRTimeline
Factor Wealth Management LTD91,627$4.65M1.43%+12,54113F-HRTimeline
Mariner, LLCin group Mariner, LLC91,072$4.62M0.01%new13F-HRTimelineGroup
Applied Capital LLC85,062$4.32M2.12%-53613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,726$4.1M0.02%+53,92613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,396$3.83M0.01%+22713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,662$3.48M0.01%+3,02313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners67,849$3.44M0.57%+31,59213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC66,500$3.37M0.07%+1,00013F-HRTimelineGroup
Mattern Wealth Management LLC65,535$3.32M0.74%+25,91413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC64,314$3.26M1.09%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.60,058$3.05M1.87%+4,91513F-HRTimeline
Financial Symmetry Inc59,235$3M1.85%+26,48613F-HRTimeline
Coston, McIsaac & Partners59,089$3M0.87%+28,25913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth56,568$2.87M0.04%-5,08713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,492$2.66M<0.01%-21,67513F-HRTimelineGroup
TAGStone Capital, Inc.51,466$2.61M1.28%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC49,536$2.51M0.01%-5,65313F-HRTimelineGroup
PBMares Wealth Management LLC44,766$2.27M0.45%+12,72513F-HRTimeline
Kings Path Partners LLC44,400$2.25M1.1%+20,78413F-HRTimeline
Navigoe, LLC43,104$2.19M1.89%+9,51013F-HRTimeline
Wolfstich Capital, LLC41,915$2.13M1.92%013F-HR/ATimeline
PCA Investment Advisory Services Inc.40,500$2.05M1.09%new13F-HRTimeline
Parkworth Wealth Management, Inc.39,306$1.99M1.59%+9,79713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.37,660$1.91M0.62%-144,29713F-HRTimeline
FMB WEALTH MANAGEMENT35,684$1.81M1%-76913F-HRTimeline
Blue Oak Capital, LLC34,425$1.75M0.96%new13F-HRTimeline
Creative Planningin group Creative Planning31,725$1.61M<0.01%+5,43413F-HRTimelineGroup
Rehmann Capital Advisory Group27,891$1.41M0.09%+40113F-HRTimeline
Betterment LLC27,540$1.4M<0.01%+1,95713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,451$1.29M<0.01%new13F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…24,678$1.25M0.04%new13F-HRTimelineGroup
HighTower Advisors, LLC23,595$1.2M<0.01%-6,32213F-HRTimeline
Core Wealth Management, Inc.22,698$1.15M0.44%+11,13913F-HRTimeline
Porter White Investment Advisors, Inc.21,852$1.11M0.55%+3,04313F-HRTimeline
Mills Wealth Advisors LLC21,727$1.1M0.59%-11,76713F-HRTimeline
VANCE WEALTH, LLC20,974$1.06M0.4%new13F-HRTimeline
Cambridge Investment Research Advisors,…20,469$1.04M<0.01%+15,67913F-HRTimeline
Meredith Wealth Planning19,390$984K0.43%-7,50613F-HRTimeline
Corus Family Wealth Advisors16,644$844K0.58%+7,32313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,496$837K0.01%new13F-HRTimelineGroup
White Wing Wealth Management16,070$816K0.64%-9,23313F-HRTimeline
FLOW TRADERS U.S. LLC16,026$813K0.03%-7,71613F-HRTimeline
Hartmann Taylor Wealth Management, LLC14,890$755K0.68%13F-HRTimeline
Apella Capital, LLC14,782$749K0.03%new13F-HRTimeline
Index Fund Advisors, Inc.14,745$748K0.05%-1,31513F-HRTimeline
Acorn Wealth Advisors, LLC13,810$701K0.29%+7,42013F-HRTimeline
XY Planning Network, Inc.13,350$677K0.45%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,155$667K0.01%-14613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,111$665K0.14%+9,38613F-HRTimeline
Live Oak Private Wealth LLC12,578$638K0.1%new13F-HRTimeline
LRI Investments, LLC11,735$595K0.06%new13F-HRTimeline
Pure Financial Advisors, LLC10,795$548K0.01%+5,53013F-HRTimeline
Cahill Wealth Management, LLC9,933$504K0.26%new13F-HRTimeline
Family CFO Inc9,483$481K0.26%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,850$449K<0.01%new13F-HRTimelineGroup
Cypress Point Wealth Management, LLC8,579$435K0.14%+4213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV8,300$421K0.3%-28513F-HRTimeline
Private Advisor Group, LLC7,926$402K<0.01%+5713F-HRTimeline
COMERICA BANK7,340$372K<0.01%+5,34013F-HRTimeline
Prime Capital Investment Advisors, LLC7,069$359K<0.01%+65113F-HRTimeline
Evanson Asset Management, LLC6,418$326K0.02%+3913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,118$310K0.1%-57013F-HRTimeline
Farther Finance Advisors, LLC6,066$308K0.01%new13F-HRTimeline
Willow Creek Wealth Management Inc.5,726$290K0.03%new13F-HRTimeline
First Financial Group Corp5,155$276K0.31%new13F-HRTimeline
LPL Financial LLC5,405$274K<0.01%+4313F-HRTimeline
Alpha Financial Advisors, LLC5,230$265K0.12%new13F-HRTimeline
VSM Wealth Advisory, LLC5,058$257K0.09%+12113F-HRTimeline
Plancorp, LLC4,932$250K0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC4,730$240K0.02%-1,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,519$229K<0.01%+31813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS4,387$223K0.18%-80213F-HRTimeline
Essential Planning, LLC.4,085$207K0.08%-100,86713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,003$203K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC1,961$99.5K<0.01%+3113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,813$92K0.07%new13F-HRTimelineGroup
MilWealth Group LLC1,387$70.4K0.02%-3,24913F-HRTimeline
Strengthening Families & Communities, L…1,318$66.9K0.04%-23513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,139$57.8K<0.01%new13F-HRTimelineGroup
Aspect Partners, LLC951$48.2K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…675$34.2K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC302$15K<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC115$5.83K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.50$2.54K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC3$520K-10,28513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.