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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

170 managers (171 13F filers) reported a position in DUSB shares at 2025-12-31, 21,741,634 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
170
13F filers
171
New
21
Added
78
Reduced
41
Sold out
8
Shares held by filers
21,741,634

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,416,822$173M17.67%+346,87013F-HRTimeline
Prudent Man Investment Management, Inc.1,597,383$80.9M27.21%+463,23713F-HRTimeline
Root Financial Partners, LLC1,285,274$65.1M3.36%+329,49413F-HRTimeline
Vise Technologies, Inc.1,162,271$58.9M1.15%+866,92113F-HRTimeline
Financial Plan, Inc.895,485$45.4M5.21%13F-HRTimeline
SJS Investment Consulting Inc.642,934$32.6M4.12%+41,72413F-HRTimeline
DiNuzzo Private Wealth, Inc.565,854$28.7M3.12%+117,92713F-HRTimeline
SC&H Financial Advisors, Inc.539,150$27.3M4.22%+5,00713F-HRTimeline
Chicago Partners Investment Group LLC505,089$25.6M0.63%-10,40613F-HRTimeline
Sterling Wealth Management, Inc.471,891$23.9M6.82%-1,37813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC454,478$23M1.48%+44,94013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC414,522$21M0.12%+30,00513F-HRTimelineGroup
Rachor Investment Advisory Services, LLC373,013$18.9M10.02%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…351,545$17.8M2.77%-135,88213F-HRTimeline
American Capital Advisory, LLC350,439$17.7M7.71%+7,91513F-HRTimeline
Three Arch Wealth Management LLC345,529$17.5M3.28%13F-HRTimeline
Pillar Financial Advisors, LLC323,503$16.4M9.88%+42,23813F-HRTimeline
TAGStone Capital, Inc.279,625$14.2M5.28%+72,95813F-HRTimeline
ProCore Advisors, LLC227,998$11.5M11.84%13F-HRTimeline
Babb Wealth Advisors LLC226,158$11.5M6.47%+54,61513F-HRTimeline
Mariner, LLCin group Mariner, LLC224,133$11.4M0.01%+52,58313F-HRTimelineGroup
Hiley Hunt Wealth Management221,349$11.2M5.02%+41,34313F-HRTimeline
Johnson Wealth Management, LLC212,961$10.8M5.37%+30,89913F-HRTimeline
Onyx Financial Advisors, LLC204,666$10.4M4.39%+36,66813F-HRTimeline
New Dimensions Wealth Management, LLC190,927$9.67M8.27%+5,71113F-HRTimeline
Altiora Financial Group, LLC178,632$9.05M1.56%-21,04013F-HRTimeline
Moran Wealth Management, LLC175,926$8.91M0.27%+51,55913F-HRTimeline
WEALTHSPAN PARTNERS, LLC171,672$8.7M3.16%-28,61713F-HRTimeline
Arkadios Wealth Advisors169,312$8.58M0.17%+29,67713F-HRTimeline
Foundry Financial LLC164,505$8.33M4.38%13F-HRTimeline
Ruedi Wealth Management, Inc.156,439$7.92M2.08%+12,68613F-HRTimeline
Tumwater Wealth Management, LLC156,210$7.91M3.22%new13F-HRTimeline
Mattern Wealth Management LLC155,946$7.9M1.52%+8,43213F-HRTimeline
Parkwoods Wealth Partners, LLC150,855$7.64M2.25%+27,00313F-HRTimeline
Financial Symmetry Inc147,918$7.49M3.06%+39,25113F-HRTimeline
Wolfstich Capital, LLC143,435$7.26M6.69%new13F-HRTimeline
John A. Wolfe & Associates, Inc.141,511$7.17M3.87%13F-HRTimeline
Shore Point Advisors, LLC139,500$7.07M2.99%+6,90213F-HRTimeline
Leading Edge Financial Planning LLC131,653$6.67M1.52%+13,88213F-HRTimeline
Strategic Investment Solutions, Inc. /IL113,501$5.75M1.38%-2,77213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC112,737$5.71M<0.01%-48,29513F-HRTimelineGroup
Factor Wealth Management LTD107,567$5.45M1.18%+10,59913F-HRTimeline
Optimus Capital Advisors, LLC106,489$5.39M3.16%13F-HRTimeline
Cogent Private Wealth, Inc.104,905$5.31M4.05%13F-HRTimeline
Creative Planningin group Creative Planning103,373$5.24M<0.01%+6,29313F-HRTimelineGroup
Index Fund Advisors, Inc.101,099$5.12M0.24%+56,53413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,947$5.02M0.01%+9,51413F-HRTimeline
Betterment LLC92,985$4.71M0.01%+17,94713F-HRTimeline
Coston, McIsaac & Partners91,759$4.65M1.08%+17,20613F-HRTimeline
AssuredPartners Investment Advisors, LLC89,907$4.55M0.68%+10,40613F-HRTimeline
DRAVO BAY LLC86,232$4.37M1.81%+4,03513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC86,168$4.36M0.02%-5,40213F-HRTimelineGroup
Dynamic Advisor Solutions LLC85,594$4.34M0.14%+77,26713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,681$4.09M<0.01%-35,21713F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners79,935$4.05M0.53%+17,95013F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.79,458$4.02M1.9%-4,24313F-HRTimeline
Beacon Pointe Advisors, LLC74,267$3.76M0.03%+1,13613F-HRTimeline
Strathmore Capital Advisors, Inc.71,708$3.63M1.19%+59,14613F-HRTimeline
Quantum Financial Advisors, LLC68,986$3.49M0.39%013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC66,200$3.36M0.84%+3,52113F-HRTimeline
VANCE WEALTH, LLC66,062$3.35M0.99%+8,69813F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC65,500$3.32M0.06%-1,00013F-HRTimelineGroup
FMB WEALTH MANAGEMENT62,573$3.17M1.25%+37713F-HRTimeline
Applied Capital LLC59,020$2.99M1.15%-27,43713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC57,893$2.93M0.01%-30313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,333$2.8M<0.01%new13F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS54,522$2.76M1.4%-21,30613F-HRTimeline
Financial Harvest, LLC54,235$2.75M1.7%-5,40113F-HRTimeline
Navigoe, LLC52,314$2.65M1.63%+6,78513F-HRTimeline
Farther Finance Advisors, LLC51,674$2.62M0.03%+41,72713F-HRTimeline
Burk Holdings LLC50,056$2.54M1.21%new13F-HRTimeline
ATLas Financial Planning LLC47,548$2.41M2.36%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,988$2.38M<0.01%new13F-HR/ATimelineGroup
DWR WEALTH MANAGEMENT, LLC46,539$2.36M2.19%13F-HRTimeline
Torren Management, LLC46,473$2.35M1.2%13F-HRTimeline
Outbound Financial Inc42,563$2.16M1.68%+4,45213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC40,737$2.06M0.38%+13,59113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,000$2.03M<0.01%new13F-HRTimeline
Bullock Wealth Management Group39,612$2.01M0.98%+7,51713F-HRTimeline
McIlrath & Eck, LLC39,429$2M0.19%new13F-HRTimeline
Family CFO Inc38,921$1.97M0.88%+13,12613F-HRTimeline
Cambridge Investment Research Advisors,…38,248$1.94M0.01%+10,42413F-HRTimeline
Broadhurst Jeffrey B36,672$1.86M1.93%13F-HRTimeline
McCartney Wealth Management LLC35,177$1.78M1.54%13F-HRTimeline
Claris Financial LLC33,516$1.7M0.9%+25,36413F-HRTimeline
LRI Investments, LLC32,848$1.66M0.13%+8,58013F-HRTimeline
XY Planning Network, Inc.32,661$1.65M0.29%-2,16413F-HRTimeline
Financial Engines Advisors L.L.C.31,573$1.6M<0.01%+3,52613F-HRTimeline
Balboa Wealth Partners30,232$1.53M0.25%new13F-HRTimeline
PCA Investment Advisory Services Inc.29,260$1.48M0.52%-10,99913F-HRTimeline
HighTower Advisors, LLC28,442$1.44M<0.01%-4,73713F-HRTimeline
Kings Path Partners LLC27,907$1.41M0.5%-3,56913F-HRTimeline
Guardian Wealth Management, LLC27,172$1.38M0.44%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…25,419$1.29M0.46%+7,03813F-HRTimeline
Porter White Investment Advisors, Inc.24,726$1.25M0.51%+13,40013F-HRTimeline
Forza Wealth Management, LLC24,700$1.25M0.45%+19,70013F-HRTimeline
Savvy Advisors, Inc.24,442$1.24M0.04%new13F-HRTimeline
MB Generational Wealth, LLC23,776$1.2M0.64%new13F-HRTimeline
PFG Advisors22,186$1.12M0.05%new13F-HRTimeline
Core Wealth Management, Inc.21,833$1.11M0.34%-3,03613F-HRTimeline
Apella Capital, LLC21,289$1.08M0.02%+13,40013F-HRTimeline
White Wing Wealth Management20,334$1.03M0.61%+3,35713F-HRTimeline
MML INVESTORS SERVICES, LLC19,965$1.01M<0.01%013F-HRTimeline
Composition Wealth, LLC19,667$996K0.01%-17513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,336$979K<0.01%-142,55913F-HRTimelineGroup
SpringVest Wealth Management LLC19,181$972K0.68%-2,37113F-HRTimeline
Meredith Wealth Planning18,892$957K0.28%-5613F-HRTimeline
LJI Wealth Management, LLC18,763$950K0.15%new13F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.17,155$869K0.31%-130,65913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,728$797K-14,358Timeline
DEMMING FINANCIAL SERVICES CORP /ADV15,051$762K0.57%13F-HRTimeline
Live Oak Private Wealth LLC14,338$726K0.1%013F-HRTimeline
LPL Financial LLC14,297$724K<0.01%+1,64613F-HRTimeline
Kane Co Wealth Management, Inc.14,224$720K0.64%13F-HRTimeline
Trailhead Planners LLC13,806$699K0.69%13F-HRTimeline
Aptus Capital Advisors, LLC12,812$649K0.01%+10,72513F-HRTimeline
CURIO WEALTH, LLC12,144$615K0.22%+1,85613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,800$598K<0.01%013F-HR/ATimelineGroup
CYPRESS FINANCIAL PLANNING LLC11,778$597K0.17%+5,04613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,768$596K<0.01%-72,85013F-HRTimeline
Hartmann Taylor Wealth Management, LLC10,501$532K0.36%-1,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,172$515K<0.01%+5,97213F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.9,510$482K0.13%-2,45813F-HRTimeline
Essential Planning, LLC.9,169$464K0.15%+3,67513F-HRTimeline
Pure Financial Advisors, LLC8,737$443K0.01%-2,02313F-HRTimeline
FLOW TRADERS U.S. LLC8,244$418K0.01%-8,99513F-HRTimeline
Rehmann Capital Advisory Group8,197$415K0.02%-5013F-HRTimeline
Corus Family Wealth Advisors7,877$399K0.32%-1,65313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,751$393K<0.01%+1,82813F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,730$392K0.03%-40013F-HRTimeline
Cypress Point Wealth Management, LLC7,621$386K0.08%+5913F-HRTimeline
COMERICA BANK7,439$377K<0.01%+9913F-HRTimeline
Prime Capital Investment Advisors, LLC7,069$358K<0.01%013F-HRTimeline
Geometric Wealth Advisors6,986$354K0.05%+8913F-HRTimeline
Acorn Wealth Advisors, LLC6,939$351K0.1%-5,01313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,700$339K0.21%-3,94913F-HRTimeline
Eaton-Cambridge Inc.6,495$329K0.11%-13,20213F-HRTimeline
Evanson Asset Management, LLC6,413$325K0.02%-6613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,124$310K0.01%+1,13013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,092$309K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC6,023$305K<0.01%+5713F-HRTimeline
First Financial Group Corp5,912$299K0.25%-9313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,778$293K<0.01%+1,74913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,765$292K0.01%+1013F-HRTimelineGroup
VSM Wealth Advisory, LLC5,625$285K0.09%+13813F-HRTimeline
OneDigital Investment Advisors LLC5,463$277K<0.01%new13F-HRTimeline
Alpha Financial Advisors, LLC5,230$265K0.08%013F-HRTimeline
LANE BROTHERS & CO INC5,126$260K0.19%13F-HRTimeline
CPA Asset Management Group, LLC4,930$250K0.09%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.4,782$242K0.06%+65613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,499$228K0.09%+313F-HRTimeline
Berger Financial Group, Inc4,289$217K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,188$212K0.01%new13F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC4,144$210K0.05%+5313F-HRTimeline
MASECO LLP3,212$163K0.01%+2213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,636$134K0.06%new13F-HRTimeline
Washington Trust Advisors, Inc.2,219$112K0.01%+2813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,813$91.8K0.04%013F-HRTimelineGroup
Strengthening Families & Communities, L…1,135$57.5K0.02%-21113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$50.6K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY607$30.7K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc522$26.4K<0.01%+10213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC287$15K<0.01%-2213F-HR/ATimelineGroup
Running Point Capital Advisors, LLC199$10.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC109$5.52K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC67$3.4K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.67$3.39K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC52$3K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.44$2.22K<0.01%+113F-HRTimeline
RHL GROUP, LLC24$1.22K<0.01%13F-HRTimeline