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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

128 managers (129 13F filers) reported a position in DUSB shares at 2025-06-30, 14,041,800 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
128
13F filers
129
New
19
Added
69
Reduced
30
Sold out
8
Shares held by filers
14,041,800

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.2,929,200$149M16.44%+127,76113F-HRTimeline
Prudent Man Investment Management, Inc.1,134,166$57.4M31.85%-3,36913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…673,636$34.2M5.58%-174,18913F-HRTimeline
Root Financial Partners, LLC608,625$30.9M2.99%+78,61813F-HRTimeline
SC&H Financial Advisors, Inc.562,502$28.5M4.88%+124,83313F-HRTimeline
Sterling Wealth Management, Inc.460,476$23.4M7.96%13F-HRTimeline
Chicago Partners Investment Group LLC447,866$22.7M0.65%+49,52313F-HRTimeline
SJS Investment Consulting Inc.414,416$21M3.34%+33,76813F-HRTimeline
DiNuzzo Private Wealth, Inc.404,800$20.5M2.44%+16,11113F-HRTimeline
American Capital Advisory, LLC322,284$16.4M8.18%+20,81913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC298,810$15.2M0.11%+16,35913F-HR/ATimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC291,447$14.8M1.07%-3,24113F-HRTimeline
TAGStone Capital, Inc.225,384$11.4M4.72%+173,91813F-HRTimeline
Pillar Financial Advisors, LLC222,682$11.3M7.8%+13,30813F-HRTimeline
Altiora Financial Group, LLC209,326$10.6M2.08%-6,88313F-HRTimeline
Moran Wealth Management, LLC185,413$9.41M0.29%new13F-HRTimeline
New Dimensions Wealth Management, LLC183,205$9.33M8.52%+5,74513F-HRTimeline
WEALTHSPAN PARTNERS, LLC178,909$9.08M3.77%+38,35013F-HRTimeline
Mariner, LLCin group Mariner, LLC175,817$8.92M0.01%+84,74513F-HRTimelineGroup
Hiley Hunt Wealth Management168,610$8.57M4.33%+2,50913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC167,719$8.51M<0.01%+12,38413F-HRTimelineGroup
Onyx Financial Advisors, LLC158,674$8.05M3.82%+5,83713F-HRTimeline
Strategic Investment Solutions, Inc. /IL147,868$7.49M2.27%+3,20113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.138,562$7.03M3.28%+5,66813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding137,406$6.97M+69,557Timeline
Mattern Wealth Management LLC130,489$6.62M1.38%+64,95413F-HRTimeline
Ruedi Wealth Management, Inc.125,447$6.37M1.89%+2,40413F-HRTimeline
Shore Point Advisors, LLC121,313$6.16M2.96%+5,46013F-HRTimeline
Babb Wealth Advisors LLC117,865$5.98M4.42%-2,99213F-HRTimeline
Arkadios Wealth Advisors113,695$5.77M0.17%-52,79913F-HRTimeline
Leading Edge Financial Planning LLC103,871$5.27M1.47%+9,27913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC99,840$5.07M0.01%+74,38913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC98,732$5.01M0.02%+18,00613F-HRTimelineGroup
Applied Capital LLC98,600$5M2.2%+13,53813F-HRTimeline
Factor Wealth Management LTD87,981$4.47M1.22%-3,64613F-HRTimeline
DRAVO BAY LLC85,492$4.41M2.13%-7,52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,345$4.18M0.01%+6,94913F-HRTimeline
Financial Symmetry Inc73,025$3.71M1.91%+13,79013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,114$3.51M0.01%+45213F-HRTimeline
Quantum Financial Advisors, LLC68,986$3.5M0.47%new13F-HRTimeline
Coston, McIsaac & Partners68,635$3.48M0.9%+9,54613F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.67,959$3.45M1.91%+7,90113F-HRTimeline
Creative Planningin group Creative Planning67,651$3.43M<0.01%+35,92613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC67,000$3.4M0.07%+50013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth64,431$3.27M0.04%+7,86313F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC62,239$3.16M0.91%-2,07513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,196$2.95M0.01%+8,66013F-HRTimelineGroup
FMB WEALTH MANAGEMENT53,337$2.71M1.29%+17,65313F-HRTimeline
Financial Harvest, LLC51,289$2.6M1.95%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC51,027$2.59M0.63%new13F-HRTimeline
Index Fund Advisors, Inc.45,125$2.29M0.13%+30,38013F-HRTimeline
Bullock Wealth Management Group44,918$2.28M1.21%-49,40413F-HRTimeline
PCA Investment Advisory Services Inc.42,497$2.16M0.91%+1,99713F-HRTimeline
Navigoe, LLC40,660$2.06M1.56%-2,44413F-HRTimeline
Betterment LLC35,761$1.81M<0.01%+8,22113F-HRTimeline
XY Planning Network, Inc.34,825$1.77M0.6%+21,47513F-HRTimeline
Kings Path Partners LLC33,744$1.71M0.69%-10,65613F-HRTimeline
Outbound Financial Inc33,516$1.7M1.55%13F-HRTimeline
Cambridge Investment Research Advisors,…31,138$1.58M<0.01%+10,66913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…29,711$1.51M0.04%+5,03313F-HRTimelineGroup
Rehmann Capital Advisory Group27,860$1.41M0.09%-3113F-HRTimeline
Warburton Capital Management, LLC27,466$1.39M0.83%-72,27613F-HRTimeline
Parkworth Wealth Management, Inc.26,692$1.35M0.98%-12,61413F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.26,519$1.35M0.06%new13F-HRTimelineGroup
Meredith Wealth Planning25,794$1.31M0.48%+6,40413F-HRTimeline
MASECO LLP25,140$1.28M0.05%13F-HRTimeline
Live Oak Private Wealth LLC23,710$1.2M0.18%+11,13213F-HRTimeline
Core Wealth Management, Inc.23,283$1.18M0.42%+58513F-HRTimeline
Porter White Investment Advisors, Inc.22,745$1.15M0.54%+89313F-HRTimeline
Blue Oak Capital, LLC22,678$1.15M0.6%-11,74713F-HRTimeline
HighTower Advisors, LLC22,617$1.15M<0.01%-97813F-HRTimeline
LPL Financial LLC21,348$1.08M<0.01%+15,94313F-HRTimeline
PBMares Wealth Management LLC20,557$1.04M0.19%-24,20913F-HRTimeline
VANCE WEALTH, LLC19,284$979K0.33%-1,69013F-HRTimeline
Beacon Pointe Advisors, LLC18,594$944K0.01%+5,43913F-HRTimeline
ShankerValleau Wealth Advisors, Inc.17,254$876K0.25%-20,40613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,855$855K0.01%+35913F-HRTimelineGroup
Corus Family Wealth Advisors16,825$854K0.6%+18113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC16,477$836K0.17%+3,36613F-HRTimeline
Mills Wealth Advisors LLC16,236$824K0.38%-5,49113F-HRTimeline
Family CFO Inc15,460$785K0.39%+5,97713F-HRTimeline
Apella Capital, LLC14,782$751K0.02%013F-HRTimeline
Financial Engines Advisors L.L.C.14,674$745K<0.01%new13F-HRTimeline
Hartmann Taylor Wealth Management, LLC14,290$725K0.6%-60013F-HRTimeline
Strathmore Capital Advisors, Inc.12,522$636K0.28%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…12,446$632K0.24%new13F-HRTimeline
LRI Investments, LLC11,735$596K0.05%013F-HRTimeline
White Wing Wealth Management11,421$580K0.39%-4,64913F-HRTimeline
Acorn Wealth Advisors, LLC10,964$556K0.21%-2,84613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS10,883$552K0.38%+6,49613F-HRTimeline
Pure Financial Advisors, LLC10,754$546K0.01%-4113F-HRTimeline
CURIO WEALTH, LLC10,288$522K0.23%+10,28513F-HRTimeline
Farther Finance Advisors, LLC9,935$504K0.01%+3,86913F-HRTimeline
Willow Creek Wealth Management Inc.9,353$475K0.04%+3,62713F-HRTimeline
Cypress Point Wealth Management, LLC8,634$438K0.11%+5513F-HRTimeline
Private Advisor Group, LLC7,993$406K<0.01%+6713F-HRTimeline
COMERICA BANK7,486$380K<0.01%+14613F-HRTimeline
Main Street Financial Solutions, LLC7,102$360K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC7,069$359K<0.01%013F-HRTimeline
Evanson Asset Management, LLC6,471$328K0.02%+5313F-HRTimeline
Dynamic Advisor Solutions LLC5,947$302K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC5,900$299K0.17%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,746$292K0.01%new13F-HRTimelineGroup
First Financial Group Corp5,325$270K0.26%+17013F-HRTimeline
Alpha Financial Advisors, LLC5,230$265K0.1%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,000$254K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC4,841$246K0.08%-21713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,797$243K<0.01%+27813F-HRTimeline
GTS SECURITIES LLC4,768$242K0.01%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.4,653$236K0.07%-1,46513F-HRTimeline
Destination Wealth Management4,638$235K0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,228$215K0.09%new13F-HRTimeline
Essential Planning, LLC.4,121$209K0.08%+3613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,047$205K0.07%+4413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,200$112K<0.01%+1,06113F-HR/ATimelineGroup
Aptus Capital Advisors, LLC1,962$99.6K<0.01%+113F-HRTimeline
Legacy Investment Solutions, LLC1,813$92K0.05%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,813$92K0.05%013F-HRTimelineGroup
Strengthening Families & Communities, L…1,332$67.6K0.04%+1413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,145$58.1K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO796$40.4K<0.01%-8,05413F-HRTimelineGroup
MilWealth Group LLC369$18.7K<0.01%-1,01813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC305$16K<0.01%+313F-HRTimelineGroup
Stephens Consulting, LLC185$9.39K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.67$3.4K<0.01%+1713F-HRTimeline
SITTNER & NELSON, LLC67$3.4K<0.01%-4813F-HRTimeline
CWM, LLCin group CWM, LLC52$3K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.