Who owns Dimensional Ultrashort Fixed Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DUSB from SEC Form 13F filings across 187 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.
As of the 2026-06-30 reporting period, 187 institutions disclosed 26.9M shares of Dimensional Ultrashort Fixed Income ETF worth $1.36B — about 63.7% of shares outstanding; the largest disclosed holder is Planning Center, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
187
13F holders
$1.36B
value, 2026 filers
63.7%
of shares outstanding (26.9M sh)
19
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 | Planning Center, Inc. | 3.7M | $186.8M | 17.6% | 8.7% | +3.5% |
| 2 | Root Financial Partners, LLC | 1.9M | $94.8M | 3.7% | 4.4% | +23.2% |
| 3 | Vise Technologies, Inc. | 1.8M | $90.7M | 1.0% | 4.2% | +53.7% |
| 4 | Prudent Man Investment Management, Inc. | 1.6M | $79.6M | 27.2% | 3.7% | -1.6% |
| 5 | Savant Capital, LLC | 1.0M | $51.8M | 0.2% | 2.4% | +149.2% |
| 6 | Financial Harvest, LLC | 831,400 | $42.2M | 17.5% | 2% | +1020.2% |
| 7 | SJS Investment Consulting Inc. | 737,985 | $37.5M | 4.1% | 1.7% | 0.0% |
| 8 | SC&H Financial Advisors, Inc. | 645,927 | $32.8M | 4.4% | 1.5% | +6.4% |
| 9 | DiNuzzo Private Wealth, Inc. | 623,822 | $31.7M | 3.1% | 1.5% | +9.8% |
| 10 | Financial Plan, Inc. | 587,139 | $29.8M | 2.8% | 1.4% | -28.2% |
| 11 | American Capital Advisory, LLC | 511,900 | $26.0M | 9.5% | 1.2% | +5.9% |
| 12 | Sterling Wealth Management, Inc. | 499,163 | $25.3M | 6.3% | 1.2% | +0.8% |
| 13 | Three Arch Wealth Management LLC | 424,532 | $21.6M | 3.3% | 1% | +16.8% |
| 14 | Rachor Investment Advisory Services, LLC | 392,443 | $19.9M | 9.8% | 0.9% | +2.2% |
| 15 | Pillar Financial Advisors, LLC | 386,385 | $19.6M | 10.3% | 0.9% | +13.6% |
| 16 | Chicago Partners Investment Group LLC | 383,636 | $19.4M | 0.4% | 0.9% | -6.3% |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 361,664 | $18.4M | 1.3% | 0.9% | -29.8% |
| 18 | Aspen Capital Management, LLC | 351,153 | $17.8M | 3.9% | 0.8% | +640.8% |
| 19 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 350,343 | $17.8M | 2.5% | 0.8% | +6.8% |
| 20 | Avestar Capital, LLC | 296,914 | $15.1M | 0.8% | 0.7% | +8.6% |
| 21 | Foundry Financial LLC | 265,312 | $13.5M | 4.5% | 0.6% | +10.3% |
| 22 | Johnson Wealth Management, LLC | 258,411 | $13.1M | 5.6% | 0.6% | +14.0% |
| 23 | Mariner, LLC | 255,920 | $13.0M | 0.0% | 0.6% | +7.1% |
| 24 | Onyx Financial Advisors, LLC | 253,807 | $12.9M | 4.6% | 0.6% | +11.8% |
| 25 | Hiley Hunt Wealth Management | 250,727 | $12.7M | 5.0% | 0.6% | +8.2% |
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.