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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

141 managers (141 13F filers) reported a position in DUSB shares at 2025-09-30, 15,941,131 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
141
13F filers
141
New
28
Added
67
Reduced
35
Sold out
12
Shares held by filers
15,941,131

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.3,069,952$156M16.36%+140,75213F-HRTimeline
Prudent Man Investment Management, Inc.1,134,146$57.4M31.86%-2013F-HRTimeline
Root Financial Partners, LLC955,780$48.5M2.99%+347,15513F-HRTimeline
SJS Investment Consulting Inc.601,210$30.5M4.18%+186,79413F-HRTimeline
SC&H Financial Advisors, Inc.534,143$27.1M4.42%-28,35913F-HRTimeline
Chicago Partners Investment Group LLC515,495$26.2M0.68%+67,62913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…487,427$24.8M3.93%-186,20913F-HRTimeline
Sterling Wealth Management, Inc.473,269$24M7.28%+12,79313F-HRTimeline
DiNuzzo Private Wealth, Inc.447,927$22.7M2.58%+43,12713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC409,538$20.8M1.37%+118,09113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC384,517$19.5M0.12%+85,70713F-HR/ATimelineGroup
American Capital Advisory, LLC342,524$17.4M8.07%+20,24013F-HRTimeline
Vise Technologies, Inc.295,350$15M0.56%new13F-HRTimeline
Pillar Financial Advisors, LLC281,265$14.3M8.97%+58,58313F-HRTimeline
TAGStone Capital, Inc.206,667$10.5M4.16%-18,71713F-HRTimeline
WEALTHSPAN PARTNERS, LLC200,289$10.2M3.92%+21,38013F-HRTimeline
Altiora Financial Group, LLC199,672$10.1M1.85%-9,65413F-HRTimeline
New Dimensions Wealth Management, LLC185,216$9.41M8.24%+2,01113F-HRTimeline
Johnson Wealth Management, LLC182,062$9.25M5.09%13F-HRTimeline
Hiley Hunt Wealth Management180,006$9.14M4.3%+11,39613F-HRTimeline
Mariner, LLCin group Mariner, LLC171,550$8.71M0.01%-4,26713F-HRTimelineGroup
Babb Wealth Advisors LLC171,543$8.71M5.66%+53,67813F-HRTimeline
Onyx Financial Advisors, LLC167,998$8.53M3.77%+9,32413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC161,895$8.22M<0.01%-5,82413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC161,032$8.18M0.01%new13F-HRTimelineGroup
MASTER'S WEALTH MANAGEMENT INC.147,814$7.51M3.26%+9,25213F-HRTimeline
Mattern Wealth Management LLC147,514$7.49M1.5%+17,02513F-HRTimeline
Ruedi Wealth Management, Inc.143,753$7.3M2.04%+18,30613F-HRTimeline
Arkadios Wealth Advisors139,635$7.09M0.17%+25,94013F-HRTimeline
Shore Point Advisors, LLC132,598$6.73M2.98%+11,28513F-HRTimeline
Moran Wealth Management, LLC124,367$6.32M0.19%-61,04613F-HRTimeline
Parkwoods Wealth Partners, LLC123,852$6.29M2.15%new13F-HRTimeline
Leading Edge Financial Planning LLC117,771$5.98M1.5%+13,90013F-HRTimeline
Strategic Investment Solutions, Inc. /IL116,273$5.9M1.56%-31,59513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,898$5.89M0.01%+16,05813F-HRTimelineGroup
Financial Symmetry Inc108,667$5.52M2.47%+35,64213F-HRTimeline
Creative Planningin group Creative Planning97,080$4.93M<0.01%+29,42913F-HRTimelineGroup
Factor Wealth Management LTD96,968$4.92M1.23%+8,98713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC91,570$4.65M0.02%-7,16213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,433$4.54M0.01%+20,31913F-HRTimeline
Applied Capital LLC86,457$4.39M1.77%-12,14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,618$4.3M0.01%+2,27313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.83,701$4.25M2.08%+15,74213F-HRTimeline
DRAVO BAY LLC82,197$4.17M1.84%-3,29513F-HRTimeline
AssuredPartners Investment Advisors, LLC79,501$4.04M0.9%+28,47413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS75,828$3.85M2.23%+64,94513F-HRTimeline
Betterment LLC75,038$3.81M0.01%+39,27713F-HRTimeline
Coston, McIsaac & Partners74,553$3.79M0.9%+5,91813F-HRTimeline
Beacon Pointe Advisors, LLC73,131$3.71M0.03%+54,53713F-HRTimeline
Quantum Financial Advisors, LLC68,986$3.5M0.43%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC66,500$3.38M0.06%-50013F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC62,679$3.18M0.84%+44013F-HRTimeline
FMB WEALTH MANAGEMENT62,196$3.16M1.34%+8,85913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding61,985$3.15M-75,421Timeline
Financial Harvest, LLC59,636$3.03M2.04%+8,34713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,196$2.96M0.01%013F-HRTimelineGroup
VANCE WEALTH, LLC57,364$2.91M0.9%+38,08013F-HRTimeline
Navigoe, LLC45,529$2.31M1.48%+4,86913F-HRTimeline
Index Fund Advisors, Inc.44,565$2.26M0.11%-56013F-HRTimeline
PCA Investment Advisory Services Inc.40,259$2.04M0.76%-2,23813F-HRTimeline
Outbound Financial Inc38,111$1.94M1.58%+4,59513F-HRTimeline
XY Planning Network, Inc.34,825$1.77M0.6%013F-HRTimeline
HighTower Advisors, LLC33,179$1.68M<0.01%+10,56213F-HRTimeline
Bullock Wealth Management Group32,095$1.63M0.81%-12,82313F-HRTimeline
Kings Path Partners LLC31,476$1.6M0.59%-2,26813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…30,086$1.53M0.04%+37513F-HRTimelineGroup
Financial Engines Advisors L.L.C.28,047$1.42M<0.01%+13,37313F-HRTimeline
Cambridge Investment Research Advisors,…27,824$1.41M<0.01%-3,31413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC27,146$1.38M0.26%+10,66913F-HRTimeline
Family CFO Inc25,795$1.31M0.6%+10,33513F-HRTimeline
Core Wealth Management, Inc.24,869$1.26M0.41%+1,58613F-HRTimeline
LRI Investments, LLC24,268$1.23M0.1%+12,53313F-HRTimeline
SpringVest Wealth Management LLC21,552$1.09M0.8%new13F-HRTimeline
PBMares Wealth Management LLC20,696$1.05M0.17%+13913F-HRTimeline
MML INVESTORS SERVICES, LLC19,965$1.01M<0.01%new13F-HRTimeline
Composition Wealth, LLC19,842$1.01M0.02%new13F-HRTimeline
Eaton-Cambridge Inc.19,697$1M0.35%new13F-HRTimeline
Meredith Wealth Planning18,948$962K0.3%-6,84613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…18,381$933K0.33%+5,93513F-HRTimeline
FLOW TRADERS U.S. LLC17,239$875K0.04%new13F-HRTimeline
White Wing Wealth Management16,977$862K0.54%+5,55613F-HRTimeline
Live Oak Private Wealth LLC14,338$728K0.1%-9,37213F-HRTimeline
LPL Financial LLC12,651$642K<0.01%-8,69713F-HRTimeline
Strathmore Capital Advisors, Inc.12,562$638K0.26%+4013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.11,968$608K0.16%-5,28613F-HRTimeline
Acorn Wealth Advisors, LLC11,952$607K0.19%+98813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,800$599K<0.01%new13F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC11,595$589K0.42%-2,69513F-HRTimeline
Porter White Investment Advisors, Inc.11,326$575K0.25%-11,41913F-HRTimeline
Pure Financial Advisors, LLC10,760$546K0.01%+613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,649$541K0.36%new13F-HRTimeline
Willow Creek Wealth Management Inc.10,441$530K0.04%+1,08813F-HRTimeline
CURIO WEALTH, LLC10,288$522K0.21%013F-HRTimeline
Farther Finance Advisors, LLC9,947$505K0.01%+1213F-HRTimeline
Corus Family Wealth Advisors9,530$484K0.36%-7,29513F-HRTimeline
Main Street Financial Solutions, LLC8,577$436K0.03%+1,47513F-HRTimeline
Dynamic Advisor Solutions LLC8,327$423K0.01%+2,38013F-HRTimeline
Rehmann Capital Advisory Group8,247$419K0.02%-19,61313F-HRTimeline
Claris Financial LLC8,152$414K0.24%new13F-HRTimeline
Van Hulzen Asset Management, LLC8,130$413K0.03%new13F-HRTimeline
Apella Capital, LLC7,889$401K0.01%-6,89313F-HRTimeline
Cypress Point Wealth Management, LLC7,562$384K0.08%-1,07213F-HRTimeline
COMERICA BANK7,340$373K<0.01%-14613F-HRTimeline
Prime Capital Investment Advisors, LLC7,069$359K<0.01%013F-HRTimeline
Geometric Wealth Advisors6,897$350K0.05%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,732$342K0.1%new13F-HRTimeline
Evanson Asset Management, LLC6,479$329K0.02%+813F-HRTimeline
First Financial Group Corp6,005$305K0.26%+68013F-HRTimeline
Private Advisor Group, LLC5,966$303K<0.01%-2,02713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,923$301K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,755$292K0.01%+913F-HRTimelineGroup
Essential Planning, LLC.5,494$279K0.1%+1,37313F-HRTimeline
VSM Wealth Advisory, LLC5,487$279K0.09%+64613F-HRTimeline
Alpha Financial Advisors, LLC5,230$266K0.09%013F-HRTimeline
Forza Wealth Management, LLC5,000$254K0.1%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,994$254K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers4,692$238K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC4,550$231K0.12%-1,35013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,496$228K0.09%+26813F-HRTimeline
New Capital Management LP4,470$227K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,200$213K<0.01%+2,00013F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.4,126$210K0.06%-52713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,091$208K0.05%+4413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,080$207K<0.01%-92013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,029$205K<0.01%new13F-HRTimelineGroup
MASECO LLP3,190$162K0.01%-21,95013F-HRTimeline
Washington Trust Advisors, Inc.2,191$111K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,087$106K<0.01%+12513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,813$92.1K0.04%013F-HRTimelineGroup
Strengthening Families & Communities, L…1,346$68.4K0.02%+1413F-HRTimeline
Advisory Services Network, LLC1,110$56.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG719$36.5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc420$21.3K<0.01%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC309$16K<0.01%+413F-HRTimelineGroup
Running Point Capital Advisors, LLC199$10.1K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC109$5.54K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.67$3.4K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC67$3.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC52$3K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.43$2.2K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC10$529<0.01%new13F-HRTimeline