DUSB Institutional Ownership
Dimensional Ultrashort Fixed Income ETF
1W: +0.1%
1M: -0.4%
3M: -0.6%
YTD: +0.1%
1Y: +0.8%
3Y: +12.1%
$50.53
-0.01 (-0.02%)
Weekly Expected Move ±0.2%
$50
$50
$51
$51
$51
Overview
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Holdings
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Institutional Ownership — DUSB
209
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
16
New Positions
104
Increased
78
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (218 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Planning Center, Inc. | 3,678,554 | $186M | +125,927 | +3.5% | 9Q | SEC ↗ |
| 2 | Root Financial Partners, LLC | 1,866,250 | $94M | +351,880 | +23.2% | 11Q | SEC ↗ |
| 3 | Vise Technologies, Inc. | 1,786,825 | $90M | +624,554 | +53.7% | 4Q | SEC ↗ |
| 4 | Prudent Man Investment Management, Inc | 1,571,347 | $79M | -25,851 | -1.6% | 7Q | SEC ↗ |
| 5 | Savant Capital, LLC | 1,019,305 | $52M | +610,292 | +149.2% | 7Q | SEC ↗ |
| 6 | Financial Harvest, LLC | 831,400 | $42M | +757,182 | +1020.2% | 5Q | SEC ↗ |
| 7 | SJS Investment Consulting Inc. | 737,985 | $37M | +279 | +0.0% | 9Q | SEC ↗ |
| 8 | SC&H Financial Advisors, Inc. | 645,927 | $33M | +38,579 | +6.4% | 8Q | SEC ↗ |
| 9 | DiNuzzo Private Wealth, Inc. | 623,822 | $32M | +55,550 | +9.8% | 11Q | SEC ↗ |
| 10 | Financial Plan, Inc. | 587,139 | $30M | -230,803 | -28.2% | 3Q | SEC ↗ |
| 11 | American Capital Advisory, LLC | 511,900 | $26M | +28,383 | +5.9% | 8Q | SEC ↗ |
| 12 | Sterling Wealth Management, Inc. | 499,163 | $25M | +4,116 | +0.8% | 5Q | SEC ↗ |
| 13 | Three Arch Wealth Management LLC | 424,532 | $21M | +61,179 | +16.8% | 3Q | SEC ↗ |
| 14 | Rachor Investment Advisory Services, L | 392,443 | $20M | +8,543 | +2.2% | 3Q | SEC ↗ |
| 15 | Pillar Financial Advisors, LLC | 386,385 | $20M | +46,151 | +13.6% | 7Q | SEC ↗ |
| 16 | Chicago Partners Investment Group LLC | 383,636 | $19M | -25,822 | -6.3% | 12Q | SEC ↗ |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 361,664 | $18M | -153,379 | -29.8% | 12Q | SEC ↗ |
| 18 | Aspen Capital Management, LLC | 351,153 | $18M | +303,750 | +640.8% | 2Q | SEC ↗ |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISO | 350,343 | $18M | +22,205 | +6.8% | 11Q | SEC ↗ |
| 20 | Avestar Capital, LLC | 296,914 | $15M | +23,601 | +8.6% | 2Q | SEC ↗ |
| 21 | Foundry Financial LLC | 265,312 | $13M | +24,699 | +10.3% | 3Q | SEC ↗ |
| 22 | Johnson Wealth Management, LLC | 258,411 | $13M | +31,729 | +14.0% | 4Q | SEC ↗ |
| 23 | Mariner, LLC | 255,920 | $13M | +17,072 | +7.1% | 6Q | SEC ↗ |
| 24 | Onyx Financial Advisors, LLC | 253,807 | $13M | +26,695 | +11.8% | 11Q | SEC ↗ |
| 25 | Hiley Hunt Wealth Management | 250,727 | $13M | +19,043 | +8.2% | 9Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 225,932 | $11M | +13,592 | +6.4% | 11Q | SEC ↗ |
| 27 | Babb Wealth Advisors LLC | 217,424 | $11M | +6,915 | +3.3% | 7Q | SEC ↗ |
| 28 | Wolfstich Capital, LLC | 214,072 | $11M | +74,841 | +53.8% | 3Q | SEC ↗ |
| 29 | TAGStone Capital, Inc. | 209,246 | $11M | -19,013 | -8.3% | 6Q | SEC ↗ |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 199,906 | $10M | +109,970 | +122.3% | 9Q | SEC ↗ |
| 31 | New Dimensions Wealth Management, LLC | 199,748 | $10M | +1,993 | +1.0% | 6Q | SEC ↗ |
| 32 | Financial Symmetry Inc | 193,362 | $10M | +8,858 | +4.8% | 9Q | SEC ↗ |
| 33 | Tumwater Wealth Management, LLC | 193,333 | $10M | +8,913 | +4.8% | 3Q | SEC ↗ |
| 34 | Creative Planning | 177,152 | $9M | +24,455 | +16.0% | 10Q | SEC ↗ |
| 35 | WEALTHSPAN PARTNERS, LLC | 171,441 | $9M | +12,258 | +7.7% | 10Q | SEC ↗ |
| 36 | Arkadios Wealth Advisors | 168,178 | $8M | +16,520 | +10.9% | 9Q | SEC ↗ |
| 37 | CHOREO, LLC | 167,029 | $8M | +21,316 | +14.6% | 2Q | SEC ↗ |
| 38 | Ruedi Wealth Management, Inc. | 164,162 | $8M | +13,141 | +8.7% | 11Q | SEC ↗ |
| 39 | Shore Point Advisors, LLC | 154,949 | $8M | +6,669 | +4.5% | 6Q | SEC ↗ |
| 40 | Mattern Wealth Management LLC | 154,640 | $8M | +8,160 | +5.6% | 7Q | SEC ↗ |
| 41 | Parkwoods Wealth Partners, LLC | 151,487 | $8M | +3,225 | +2.2% | 4Q | SEC ↗ |
| 42 | Leading Edge Financial Planning LLC | 151,087 | $8M | +11,283 | +8.1% | 7Q | SEC ↗ |
| 43 | Tencap Wealth Coaching, LLC NEW | 150,331 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 44 | FIDUCIARY FINANCIAL ADVISORS NEW | 142,983 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Beacon Pointe Advisors, LLC | 140,047 | $7M | +13,591 | +10.7% | 7Q | SEC ↗ |
| 46 | Pathstone Holdings, LLC | 135,956 | $7M | +79,267 | +139.8% | 7Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 120,512 | $6M | +32,719 | +37.3% | 4Q | SEC ↗ |
| 48 | Strategic Investment Solutions, Inc. / | 114,748 | $6M | +5,911 | +5.4% | 9Q | SEC ↗ |
| 49 | Prime Capital Investment Advisors, LLC | 110,257 | $6M | -19,124 | -14.8% | 10Q | SEC ↗ |
| 50 | Betterment LLC | 109,524 | $6M | +6,411 | +6.2% | 8Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Tencap Wealth Coaching, LLC | 150,331 | $8M |
| FIDUCIARY FINANCIAL ADVISORS | 142,983 | $7M |
| V2 Financial group LLC | 33,086 | $2M |
| MAI Capital Management | 26,085 | $1M |
| Equitable Holdings, Inc. | 20,736 | $1M |
| OLD MISSION CAPITAL LLC | 15,124 | $764K |
| ORBA Wealth Advisors, L.L.C. | 13,639 | $689K |
| Modera Wealth Management, LLC | 8,960 | $453K |
| Evanson Financial, LLC | 7,470 | $377K |
| Diversify Advisory Services, LLC | 6,986 | $353K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,377 | $221K |
| Werba Rubin Papier Wealth Managemen | 3,947 | $199K |
| CX Institutional | 2,544 | $129K |
| Arax Advisory Partners | 1,494 | $75K |
| Integrated Wealth Concepts LLC | 59 | $3K |
| Bay Harbor Wealth Management, LLC | 18 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| John A. Wolfe & Associates, Inc. | 141,511 | $7M |
| Tower Research Capital LLC (TRC) | 72,340 | $4M |
| FLOW TRADERS U.S. LLC | 69,266 | $4M |
| GK Wealth Management LLC | 68,341 | $3M |
| Moran Wealth Management, LLC | 65,525 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 48,158 | $2M |
| GOLDMAN SACHS GROUP INC | 46,988 | $2M |
| Broadhurst Jeffrey B | 39,410 | $2M |
| LJI Wealth Management, LLC | 18,763 | $948K |
| Verum Partners LLC | 16,714 | $845K |
| Corient Private Wealth LLC | 11,800 | $596K |
| Warburton Capital Management, LLC | 11,784 | $595K |
| TWO SIGMA SECURITIES, LLC | 11,648 | $589K |
| Wealthcare Advisory Partners LLC | 5,772 | $292K |
| Nalls Sherbakoff Group, LLC | 5,318 | $269K |
| BRIGHTON JONES LLC | 5,117 | $259K |
| CPA Asset Management Group, LLC | 4,930 | $249K |
| Summit Financial, LLC | 4,200 | $212K |
| Alpha Financial Advisors, LLC | 4,145 | $209K |
| Integrated Advisors Network LLC | 3,945 | $199K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Harvest, LLC | +757,182 | +1020.2% | 831,400 |
| Vise Technologies, Inc. | +624,554 | +53.7% | 1,786,825 |
| Savant Capital, LLC | +610,292 | +149.2% | 1,019,305 |
| Root Financial Partners, LLC | +351,880 | +23.2% | 1,866,250 |
| Aspen Capital Management, LLC | +303,750 | +640.8% | 351,153 |
| Planning Center, Inc. | +125,927 | +3.5% | 3,678,554 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +109,970 | +122.3% | 199,906 |
| Pathstone Holdings, LLC | +79,267 | +139.8% | 135,956 |
| Live Oak Private Wealth LLC | +74,905 | +393.6% | 93,936 |
| Wolfstich Capital, LLC | +74,841 | +53.8% | 214,072 |
| Three Arch Wealth Management LLC | +61,179 | +16.8% | 424,532 |
| Tillman Hartley LLC | +59,463 | +120.5% | 108,825 |
| DiNuzzo Private Wealth, Inc. | +55,550 | +9.8% | 623,822 |
| Pillar Financial Advisors, LLC | +46,151 | +13.6% | 386,385 |
| JPMORGAN CHASE & CO | +45,128 | +173569.2% | 45,154 |
| SC&H Financial Advisors, Inc. | +38,579 | +6.4% | 645,927 |
| Outbound Financial Inc | +36,181 | +91.6% | 75,678 |
| CITADEL ADVISORS LLC | +32,719 | +37.3% | 120,512 |
| Kings Path Partners LLC | +32,548 | +130.9% | 57,413 |
| Johnson Wealth Management, LLC | +31,729 | +14.0% | 258,411 |