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Disclosery

DUSB DIMENSIONAL ETF TRUST

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ULTRASHORT FIXED (fund)

196 managers (197 13F filers) reported a position in DUSB shares at 2026-03-31, 23,803,037 shares in all. 33 filers opened a position and 6 filers sold out during the quarter.

Managers
196
13F filers
197
New
33
Added
98
Reduced
52
Sold out
6
Shares held by filers
23,803,037

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.3,552,627$180M18.25%+135,80513F-HRTimeline
Prudent Man Investment Management, Inc.1,597,198$80.9M27.22%-18513F-HRTimeline
Root Financial Partners, LLC1,514,370$76.8M3.55%+229,09613F-HRTimeline
Vise Technologies, Inc.1,162,271$58.9M1.16%013F-HRTimeline
Financial Plan, Inc.817,942$41.5M4.45%-77,54313F-HRTimeline
SJS Investment Consulting Inc.737,706$37.4M4.57%+94,77213F-HRTimeline
SC&H Financial Advisors, Inc.607,348$30.8M4.64%+68,19813F-HRTimeline
DiNuzzo Private Wealth, Inc.568,272$28.8M3.1%+2,41813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC515,043$26.1M1.89%+60,56513F-HRTimeline
Sterling Wealth Management, Inc.495,047$25.1M6.89%+23,15613F-HRTimeline
American Capital Advisory, LLC483,517$24.5M9.93%+133,07813F-HRTimeline
Chicago Partners Investment Group LLC409,458$20.8M0.46%-95,63113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC409,013$20.7M0.1%-5,50913F-HRTimelineGroup
Rachor Investment Advisory Services, LLC383,900$19.5M10.23%+10,88713F-HRTimeline
Three Arch Wealth Management LLC363,353$18.4M3.31%+17,82413F-HRTimeline
Pillar Financial Advisors, LLC340,234$17.3M10.08%+16,73113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…328,138$16.6M2.62%-23,40713F-HRTimeline
Avestar Capital, LLC273,313$13.9M0.95%new13F-HRTimeline
Foundry Financial LLC240,613$12.2M5.17%+76,10813F-HRTimeline
Mariner, LLCin group Mariner, LLC238,848$12.1M0.01%+14,71513F-HRTimelineGroup
Hiley Hunt Wealth Management231,684$11.7M5.18%+10,33513F-HRTimeline
TAGStone Capital, Inc.228,259$11.6M4.09%-51,36613F-HRTimeline
Onyx Financial Advisors, LLC227,112$11.5M4.78%+22,44613F-HRTimeline
Johnson Wealth Management, LLC226,682$11.5M5.55%+13,72113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC212,340$10.8M<0.01%+193,00413F-HRTimelineGroup
Babb Wealth Advisors LLC210,509$10.7M5.84%-15,64913F-HRTimeline
New Dimensions Wealth Management, LLC197,755$10M8.53%+6,82813F-HRTimeline
Financial Symmetry Inc184,504$9.37M3.33%+36,58613F-HRTimeline
Tumwater Wealth Management, LLC184,420$9.35M3.76%+28,21013F-HRTimeline
WEALTHSPAN PARTNERS, LLC159,183$8.07M2.84%-12,48913F-HRTimeline
Creative Planningin group Creative Planning152,697$7.74M0.01%+49,32413F-HRTimelineGroup
Arkadios Wealth Advisors151,658$7.69M0.13%-17,65413F-HRTimeline
Ruedi Wealth Management, Inc.151,021$7.66M1.97%-5,41813F-HRTimeline
Parkwoods Wealth Partners, LLC148,262$7.52M1.84%-2,59313F-HRTimeline
Mattern Wealth Management LLC146,480$7.43M1.45%-9,46613F-HRTimeline
CHOREO, LLC145,713$7.39M0.09%new13F-HRTimeline
Shore Point Advisors, LLC148,280$7.39M2.92%+8,78013F-HRTimeline
Cogent Private Wealth, Inc.140,258$7.11M5.14%+35,35313F-HRTimeline
Leading Edge Financial Planning LLC139,804$7.09M1.49%+8,15113F-HRTimeline
Wolfstich Capital, LLC139,231$7.05M6.17%-4,20413F-HRTimeline
Prime Capital Investment Advisors, LLC129,381$6.56M0.08%+122,31213F-HRTimeline
3 FACTOR INDEXING, LLC127,718$6.48M6.12%13F-HRTimeline
Beacon Pointe Advisors, LLC126,456$6.41M0.03%+52,18913F-HRTimeline
Torren Management, LLC118,270$6M2.99%+71,79713F-HRTimeline
Index Fund Advisors, Inc.115,300$5.85M0.26%+14,20113F-HRTimeline
Altiora Financial Group, LLC109,301$5.54M0.91%-69,33113F-HRTimeline
Strategic Investment Solutions, Inc. /IL109,032$5.52M1.33%-4,46913F-HRTimeline
Betterment LLC103,113$5.23M0.01%+10,12813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC98,472$4.99M0.01%+17,79113F-HRTimelineGroup
VANCE WEALTH, LLC95,575$4.85M1.4%+29,51313F-HRTimeline
Apella Capital, LLC94,182$4.79M0.07%+72,89313F-HRTimeline
AssuredPartners Investment Advisors, LLC91,892$4.66M0.51%+1,98513F-HRTimeline
Dynamic Advisor Solutions LLC91,267$4.63M0.15%+5,67313F-HRTimeline
Factor Wealth Management LTD91,252$4.63M0.87%-16,31513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,936$4.56M0.01%-9,01113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC87,793$4.45M<0.01%-24,94413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC83,047$4.21M0.02%-3,12113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,410$4.18M<0.01%+27,07713F-HRTimelineGroup
Coston, McIsaac & Partners82,295$4.17M0.94%-9,46413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.82,029$4.16M1.91%+2,57113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners80,255$4.07M0.53%+32013F-HRTimelineGroup
Farther Finance Advisors, LLC76,946$3.9M0.04%+25,27213F-HRTimeline
Navigoe, LLC74,378$3.77M2.23%+22,06413F-HRTimeline
Financial Harvest, LLC74,218$3.76M2.22%+19,98313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC73,985$3.76M0.87%+7,78513F-HRTimeline
Strathmore Capital Advisors, Inc.72,337$3.67M1.04%+62913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…72,340$3.67M0.1%+66,21613F-HRTimelineGroup
FLOW TRADERS U.S. LLC69,266$3.51M0.11%+61,02213F-HRTimeline
GK Wealth Management LLC68,341$3.46M3.01%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC68,341$3.46M3.01%+21,80213F-HRTimeline
Optimus Capital Advisors, LLC68,281$3.46M2.05%-38,20813F-HRTimeline
Moran Wealth Management, LLC65,525$3.32M0.1%-110,40113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS64,438$3.27M1.54%+9,91613F-HRTimeline
Quantum Financial Advisors, LLC62,455$3.17M0.36%-6,53113F-HRTimeline
FMB WEALTH MANAGEMENT62,232$3.16M1.31%-34113F-HRTimeline
Everest Financial Group LLC60,381$3.06M0.5%new13F-HRTimeline
McIlrath & Eck, LLC59,961$3.04M0.23%+20,53213F-HRTimeline
DRAVO BAY LLC58,746$2.98M1.21%-27,48613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,689$2.87M0.01%-1,20413F-HRTimelineGroup
Bullock Wealth Management Group55,832$2.83M1.42%+16,22013F-HRTimeline
Burk Holdings LLC50,057$2.54M1.09%+113F-HRTimeline
Tillman Hartley LLC49,362$2.5M0.63%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,158$2.44M<0.01%new13F-HRTimelineGroup
ATLas Financial Planning LLC47,941$2.43M2.18%+39313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,414$2.4M<0.01%+37,24213F-HRTimelineGroup
Aspen Capital Management, LLC47,403$2.4M0.6%new13F-HRTimeline
Core Wealth Management, Inc.46,795$2.37M0.73%+24,96213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC45,529$2.31M0.42%+4,79213F-HR/ATimeline
LPL Financial LLC42,879$2.17M<0.01%+28,58213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,212$2.04M<0.01%+21213F-HRTimeline
Outbound Financial Inc39,497$2M1.5%-3,06613F-HRTimeline
Broadhurst Jeffrey B39,410$2M2.05%+2,73813F-HRTimeline
LRI Investments, LLC39,254$1.99M0.18%+6,40613F-HRTimeline
Applied Capital LLC38,890$1.97M0.74%-20,13013F-HRTimeline
Forza Wealth Management, LLC38,200$1.94M0.67%+13,50013F-HRTimeline
Meredith Wealth Planning36,302$1.84M0.5%+17,41013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC35,500$1.8M0.03%-30,00013F-HRTimelineGroup
HighTower Advisors, LLC35,310$1.79M<0.01%+6,86813F-HRTimeline
McCartney Wealth Management LLC33,740$1.71M1.44%-1,43713F-HRTimeline
Claris Financial LLC33,692$1.71M0.93%+17613F-HRTimeline
Balboa Wealth Partners32,627$1.65M0.28%+2,39513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…30,251$1.53M0.52%+4,83213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth29,815$1.51M0.02%new13F-HRTimelineGroup
PCA Investment Advisory Services Inc.29,458$1.49M0.5%+19813F-HRTimeline
XY Planning Network, Inc.29,023$1.47M0.24%-3,63813F-HRTimeline
MB Generational Wealth, LLC28,647$1.45M0.8%+4,87113F-HRTimeline
Savvy Advisors, Inc.28,600$1.45M0.04%+4,15813F-HRTimeline
CURIO WEALTH, LLC28,476$1.44M0.49%+16,33213F-HRTimeline
Financial Engines Advisors L.L.C.27,944$1.42M<0.01%-3,62913F-HRTimeline
Family CFO Inc27,807$1.41M0.63%-11,11413F-HRTimeline
Cambridge Investment Research Advisors,…24,940$1.26M<0.01%-13,30813F-HRTimeline
Kings Path Partners LLC24,865$1.26M0.43%-3,04213F-HR/ATimeline
PFG Advisors24,633$1.25M0.06%+2,44713F-HRTimeline
White Wing Wealth Management24,329$1.23M0.74%+3,99513F-HRTimeline
SpringVest Wealth Management LLC22,317$1.13M0.77%+3,13613F-HRTimeline
Porter White Investment Advisors, Inc.22,304$1.13M0.45%-2,42213F-HRTimeline
SageOak Financial, LLC20,551$1.04M0.74%new13F-HRTimeline
MML INVESTORS SERVICES, LLC19,965$1.01M<0.01%013F-HRTimeline
Live Oak Private Wealth LLC19,031$965K0.13%+4,69313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,548$941K+2,820Timeline
Guardian Wealth Management, LLC18,069$916K0.28%-9,10313F-HRTimeline
Mustard Seed Financial, LLC17,990$912K0.55%new13F-HRTimeline
ProCore Advisors, LLC17,698$897K1.38%-210,30013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,220$873K<0.01%new13F-HRTimelineGroup
Kane Co Wealth Management, Inc.16,999$862K0.73%+2,77513F-HRTimeline
Allworth Financial LP16,979$861K<0.01%new13F-HRTimeline
Verum Partners LLC16,714$848K0.16%new13F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV16,460$835K0.61%+1,40913F-HRTimeline
Essential Planning, LLC.14,491$735K0.23%+5,32213F-HRTimeline
Trailhead Planners LLC14,305$725K0.7%+49913F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,982$709K0.2%+2,20413F-HRTimeline
WPWealth LLP13,806$700K0.11%new13F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.13,364$678K0.23%-3,79113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,800$598K<0.01%013F-HRTimelineGroup
Warburton Capital Management, LLC11,784$598K0.29%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,743$595K<0.01%-2513F-HRTimeline
Pure Financial Advisors, LLC11,664$591K0.01%+2,92713F-HRTimeline
TWO SIGMA SECURITIES, LLC11,648$591K0.07%new13F-HRTimeline
Oceanside Advisors LLC10,833$549K0.31%new13F-HRTimeline
Composition Wealth, LLC9,599$487K0.01%-10,06813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.9,580$486K0.14%+7013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.9,335$473K0.13%new13F-HRTimeline
Cypress Point Wealth Management, LLC9,106$462K0.1%+1,48513F-HRTimeline
Hartmann Taylor Wealth Management, LLC9,001$456K0.3%-1,50013F-HRTimeline
Corus Family Wealth Advisors8,851$449K0.37%+97413F-HRTimeline
Rehmann Capital Advisory Group8,697$441K0.02%+50013F-HRTimeline
Private Advisor Group, LLC8,357$424K<0.01%+2,33413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,485$380K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,430$377K0.03%-30013F-HRTimeline
Evanson Asset Management, LLC7,408$376K0.02%+99513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,194$365K0.22%+49413F-HRTimeline
Geometric Wealth Advisors7,039$357K0.04%+5313F-HRTimeline
Embree Financial Group7,001$355K0.04%new13F-HRTimeline
Elser Financial Planning, Inc6,949$352K0.02%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,745$342K+653Timeline
MASECO LLP6,652$337K0.01%+3,44013F-HRTimeline
Eaton-Cambridge Inc.6,495$329K0.1%013F-HRTimeline
Aptus Capital Advisors, LLC6,494$329K<0.01%-6,31813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,271$318K<0.01%+49313F-HRTimelineGroup
VSM Wealth Advisory, LLC6,217$315K0.09%+59213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,123$310K0.08%+1,34113F-HRTimeline
First Financial Group Corp5,915$300K0.24%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,772$293K0.01%+713F-HRTimelineGroup
Nalls Sherbakoff Group, LLC5,318$270K0.2%new13F-HRTimeline
OneDigital Investment Advisors LLC5,218$265K<0.01%-24513F-HRTimeline
LANE BROTHERS & CO INC5,126$260K0.19%013F-HRTimeline
BRIGHTON JONES LLC5,117$259K0.01%new13F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC4,979$252K0.09%+48013F-HRTimeline
Acorn Wealth Advisors, LLC4,845$246K0.07%-2,09413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,510$229K<0.01%+3,90313F-HRTimelineGroup
Berger Financial Group, Inc4,289$217K0.01%013F-HRTimeline
CSP Financial Group, LLC4,215$214K0.22%13F-HRTimeline
Summit Financial, LLC4,200$213K<0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,175$212K0.05%+3113F-HRTimeline
Alpha Financial Advisors, LLC4,145$210K0.06%-1,08513F-HRTimeline
Integrated Advisors Network LLC3,945$200K0.01%new13F-HRTimeline
IFG Advisory, LLC2,830$144K0.41%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,724$138K<0.01%-1,46413F-HR/ATimelineGroup
Washington Trust Advisors, Inc.2,394$121K0.01%+17513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC2,025$103K0.05%-61113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,813$91.9K0.05%013F-HRTimelineGroup
Advisory Services Network, LLC1,298$65.8K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1,091$55.3K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$50.7K<0.01%013F-HRTimelineGroup
Strengthening Families & Communities, L…847$43K0.01%-28813F-HRTimeline
LAM GROUP, INC.830$42.1K0.02%new13F-HRTimeline
IFP Advisors, Inc560$28.4K<0.01%+3813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC290$15K<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.250$12.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC117$5.93K<0.01%new13F-HR/ATimeline
SITTNER & NELSON, LLC67$3.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC52$2.64K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.44$2.24K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26$1.34K<0.01%new13F-HR/ATimelineGroup
RHL GROUP, LLC24$1.23K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$49<0.01%-7,75013F-HR/ATimelineGroup