Who owns Dimensional Ultrashort Fixed Income ETF?
Institutional ownership of DUSB from SEC Form 13F filings across 81 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
81
13F holders
$562.5M
value, 2026 filers
26.8%
of shares outstanding (11.3M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DUSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Root Financial Partners, LLC | 1.9M | $94.8M | 3.7% | 4.4% | +23.2% |
| 2 | Vise Technologies, Inc. | 1.8M | $90.7M | 1.0% | 4.2% | +53.7% |
| 3 | Savant Capital, LLC | 1.0M | $51.8M | 0.2% | 2.4% | +149.2% |
| 4 | SJS Investment Consulting Inc. | 737,985 | $37.5M | 4.1% | 1.7% | 0.0% |
| 5 | DiNuzzo Private Wealth, Inc. | 623,822 | $31.7M | 3.1% | 1.5% | +9.8% |
| 6 | American Capital Advisory, LLC | 511,900 | $26.0M | 9.5% | 1.2% | +5.9% |
| 7 | Rachor Investment Advisory Services, LLC | 392,443 | $19.9M | 9.8% | 0.9% | +2.2% |
| 8 | Chicago Partners Investment Group LLC | 383,636 | $19.4M | 0.4% | 0.9% | -6.3% |
| 9 | Avestar Capital, LLC | 296,914 | $15.1M | 0.8% | 0.7% | +8.6% |
| 10 | Mariner, LLC | 255,920 | $13.0M | 0.0% | 0.6% | +7.1% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 225,932 | $11.5M | 0.0% | 0.5% | +6.4% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 199,906 | $10.2M | 0.0% | 0.5% | +122.3% |
| 13 | Creative Planning | 177,152 | $9.0M | 0.0% | 0.4% | +16.0% |
| 14 | Arkadios Wealth Advisors | 168,178 | $8.5M | 0.1% | 0.4% | +10.9% |
| 15 | CHOREO, LLC | 167,029 | $8.5M | 0.1% | 0.4% | +14.6% |
| 16 | Mattern Wealth Management LLC | 154,640 | $7.9M | 1.3% | 0.4% | +5.6% |
| 17 | FIDUCIARY FINANCIAL ADVISORSNEW | 142,983 | $7.3M | 0.7% | 0.3% | new |
| 18 | Pathstone Holdings, LLC | 135,956 | $6.9M | 0.0% | 0.3% | +139.8% |
| 19 | CITADEL ADVISORS LLC | 120,512 | $6.1M | 0.0% | 0.3% | +37.3% |
| 20 | Strategic Investment Solutions, Inc. /IL | 114,748 | $5.8M | 1.3% | 0.3% | +5.2% |
| 21 | Prime Capital Investment Advisors, LLC | 110,257 | $5.6M | 0.1% | 0.3% | -14.8% |
| 22 | Betterment LLC | 109,524 | $5,562 | 0.0% | 0.3% | +6.2% |
| 23 | Altiora Financial Group, LLC | 102,137 | $5.2M | 0.8% | 0.2% | -6.6% |
| 24 | AssuredPartners Investment Advisors, LLC | 97,003 | $4.9M | 0.5% | 0.2% | +5.6% |
| 25 | RAYMOND JAMES FINANCIAL INC | 92,271 | $4.7M | 0.0% | 0.2% | +12.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.