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Dimension Ultrashort FI ETF (DUSB)

CUSIP: 25434V591 | NYSE | 267 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Root Financial Partners, LLC2,095,779
3.5% of portfolio›$105.8M
Vise Technologies, Inc.2,056,677
0.9% of portfolio›$103.8M
Prudent Man Investment Management, Inc.1,650,294
23.5% of portfolio›$83.3M
SJS Investment Consulting Inc.851,435
4.3% of portfolio›$43.0M
Financial Harvest, LLC717,493
17.0% of portfolio›$36.2M
SC&H Financial Advisors, Inc.698,875
4.9% of portfolio›$35.3M
DiNuzzo Private Wealth, Inc.632,046
3.2% of portfolio›$31.9M
American Capital Advisory, LLC540,616
9.3% of portfolio›$27.3M
Sterling Wealth Management, Inc.512,638
6.7% of portfolio›$25.9M
Pillar Financial Advisors, LLC508,190
14.0% of portfolio›$25.7M
Three Arch Wealth Management LLC498,598
4.0% of portfolio›$25.2M
Foundry Financial LLC419,599
6.6% of portfolio›$21.2M
Phillips Financial Management, LLC413,302
1.6% of portfolio›$20.9M
Rachor Investment Advisory Services, LLC402,498
9.8% of portfolio›$20.3M
Wealth Enhancement Advisory Services, LLC381,432
0.0% of portfolio›$19.3M
Chicago Partners Investment Group LLC366,114
0.3% of portfolio›$18.5M
Creative Planning292,830
0.0% of portfolio›$14.8M
Hiley Hunt Wealth Management278,593
5.5% of portfolio›$14.1M
Onyx Financial Advisors, LLC266,427
4.8% of portfolio›$13.5M
Avestar Capital, LLC259,689
1.0% of portfolio›$13.1M
Babb Wealth Advisors LLC214,842
5.0% of portfolio›$10.8M
New Dimensions Wealth Management, LLC211,440
7.7% of portfolio›$10.7M
Financial Symmetry Inc210,421
3.4% of portfolio›$10.6M
Market Street Wealth Management Advisors LLC195,742
1.4% of portfolio›$9.9M
Wolfstich Capital, LLC191,613
7.9% of portfolio›$9.7M
Shore Point Advisors, LLC167,514
2.6% of portfolio›$8.3M
Leading Edge Financial Planning LLC161,750
1.7% of portfolio›$8.2M
Mattern Wealth Management LLC157,271
1.3% of portfolio›$7.9M
Live Oak Private Wealth LLC133,946
0.8% of portfolio›$6.8M
Choreo, LLC120,012
0.1% of portfolio›$6.1M
Vestia Personal Wealth Advisors117,610
2.2% of portfolio›$5.9M
Farther Finance Advisors, LLC98,897
0.0% of portfolio›$5.0M
Apella Capital, LLC97,579
0.1% of portfolio›$4.9M
Navigoe, LLC95,612
2.6% of portfolio›$4.8M
3 Factor Indexing, LLC94,168
3.9% of portfolio›$4.8M
Dynamic Advisor Solutions LLC93,167
0.1% of portfolio›$4.7M
DWR Wealth Management, LLC93,039
3.3% of portfolio›$4.7M
Bright Financial Advisors, Inc.84,492
1.8% of portfolio›$4.3M
Concord Wealth Partners76,591
0.4% of portfolio›$3.9M
Outbound Financial Inc76,341
2.5% of portfolio›$3.9M
ShankerValleau Wealth Advisors, Inc.64,733
0.9% of portfolio›$3.3M
Kestra Advisory Services, LLC61,941
0.0% of portfolio›$3.1M
Studio Investment Management LLC60,129
0.5% of portfolio›$3.0M
Indivisible Partners59,991
0.1% of portfolio›$3.0M
SAX Wealth Advisors, LLC59,083
0.1% of portfolio›$3.0M
Factor Wealth Management LTD57,870
0.4% of portfolio›$2.9M
Kings Path Partners LLC54,983
0.7% of portfolio›$2.8M
Burk Holdings LLC50,179
0.9% of portfolio›$2.5M
Index Fund Advisors, Inc.47,774
0.1% of portfolio›$2.4M
XY Planning Network, Inc.47,586
0.3% of portfolio›$2.4M
SpringVest Wealth Management LLC45,885
1.4% of portfolio›$2.3M
Altiora Financial Group, LLC45,288
0.4% of portfolio›$2.3M
RW Investment Management LLC44,720
0.2% of portfolio›$2.3M
Prime Capital Investment Advisors, LLC43,841
0.0% of portfolio›$2.2M
Meredith Wealth Planning42,223
0.5% of portfolio›$2.1M
Forza Wealth Management, LLC41,370
0.6% of portfolio›$2.1M
Bullock Wealth Management Group40,050
0.8% of portfolio›$2.0M
Mustard Seed Financial, LLC39,251
1.0% of portfolio›$2.0M
Torren Management, LLC38,038
1.0% of portfolio›$1.9M
Maseco LLP36,808
0.1% of portfolio›$1.9M
RED Lighthouse Investment Management, LLC35,568
0.5% of portfolio›$1.8M
Apollon Wealth Management, LLC35,000
0.0% of portfolio›$1.8M
Thayer Financial, L.L.C.32,552
1.5% of portfolio›$1.6M
Family CFO Inc31,404
0.6% of portfolio›$1.6M
Balboa Wealth Partners31,045
0.2% of portfolio›$1.6M
Porter White Investment Advisors, Inc.30,374
1.0% of portfolio›$1.5M
Porter White Investment Advisors, Inc.30,374
1.0% of portfolio›$1.5M
PFG Advisors27,967
0.1% of portfolio›$1.4M
Core Wealth Management, Inc.27,195
0.4% of portfolio›$1.4M
Kane Co Wealth Management, Inc.24,499
1.0% of portfolio›$1.2M
Guardian Wealth Management, LLC22,893
0.3% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.20,306
0.0% of portfolio›$1.0M
Essential Planning, Llc.19,672
0.3% of portfolio›$993.2K
Orba Wealth Advisors, L.L.C.14,561
0.6% of portfolio›$735.2K
Willow Creek Wealth Management Inc.12,477
0.0% of portfolio›$630.0K
PCA Investment Advisory Services Inc.11,215
0.2% of portfolio›$566.2K
ProCore Advisors, LLC10,985
0.7% of portfolio›$554.6K
Oceanside Advisors LLC10,723
0.3% of portfolio›$541.4K
Legacy Financial Group, Inc.9,742
0.1% of portfolio›$491.9K
Krilogy Financial LLC9,368
0.0% of portfolio›$474.1K
Commonwealth Equity Services, LLC9,288
0.0% of portfolio›$468.9K
Cypress Point Wealth Management, LLC9,196
0.0% of portfolio›$464.3K
Modera Wealth Management, LLC8,612
0.0% of portfolio›$434.8K
SageOak Financial, LLC8,322
0.3% of portfolio›$420.2K
Diversify Wealth Management, LLC7,977
0.0% of portfolio›$404.0K
Diversify Advisory Services, LLC7,977
0.0% of portfolio›$404.0K
CPA Asset Management Group, LLC7,718
0.1% of portfolio›$389.7K
Master's Wealth Management Inc.7,481
0.1% of portfolio›$377.7K
Tactive Advisors, LLC6,968
0.1% of portfolio›$351.8K
Embree Financial Group6,851
0.0% of portfolio›$345.9K
Kestra Investment Management, LLC6,533
0.0% of portfolio›$329.9K
TCP Asset Management, LLC6,406
0.0% of portfolio›$323.7K
M Holdings Securities, Inc.6,359
0.1% of portfolio›$322.0K
Hartmann Taylor Wealth Management, LLC6,201
0.2% of portfolio›$313.1K
Truist Financial Corp6,036
0.0% of portfolio›$304.8K
First Financial Group Corp5,755
0.2% of portfolio›$290.6K
Elser Financial Planning, Inc5,728
0.0% of portfolio›$289.2K
Acorn Wealth Advisors, LLC5,472
0.1% of portfolio›$276.3K
CSP Financial Group, LLC5,079
0.3% of portfolio›$256.5K
Firethorn Wealth Partners, LLC4,908
0.1% of portfolio›$247.8K
EverSource Wealth Advisors, LLC4,825
0.0% of portfolio›$243.6K
626 Financial, LLC4,675
0.1% of portfolio›$236.0K
Fifth Third Bancorp4,340
0.0% of portfolio›$219.1K
Baker Tilly Wealth Management, LLC4,256
0.0% of portfolio›$214.9K
Cypress Financial Planning LLC4,247
0.1% of portfolio›$214.4K
Dahring | Cusmano LLC4,110
0.1% of portfolio›$207.5K
Washington Trust Advisors, Inc.2,440
0.0% of portfolio›$123.2K
DecisionPoint Financial, LLC809
0.0% of portfolio›$40.9K
Maryland Capital Advisors Inc.590
0.0% of portfolio›$29.8K
Creative Financial Designs Inc531
0.0% of portfolio›$26.8K
Strengthening Families & Communities, LLC382
0.0% of portfolio›$19.3K
IFP Advisors, Inc374
0.0% of portfolio›$18.9K
LAM Group, Inc.95
0.0% of portfolio›$4.8K
RHL Group, LLC25
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Root Financial Partners, LLC
2,095,779$105.8M3.5%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
2,056,677$103.8M0.9%IndexLowNew York, NY2026-10-29
Prudent Man Investment Management, Inc.
1,650,294$83.3M23.5%ETFVery LowLouisville, CO2026-11-03
SJS Investment Consulting Inc.
851,435$43.0M4.3%ETFVery LowSylvania, OH2026-10-26
Financial Harvest, LLC
717,493$36.2M17.0%ETFVery LowWinter Park, FL2026-10-15
SC&H Financial Advisors, Inc.
698,875$35.3M4.9%ETFVery LowHunt Valley, MD2026-10-14
DiNuzzo Private Wealth, Inc.
632,046$31.9M3.2%ETFLowBeaver, PA2026-10-16
American Capital Advisory, LLC
540,616$27.3M9.3%ETFLowKetchum, ID2026-10-28
Sterling Wealth Management, Inc.
512,638$25.9M6.7%ETFLowChampaign, IL2026-10-23
Pillar Financial Advisors, LLC
508,190$25.7M14.0%ETFVery LowLouisville, KY2026-10-21
Three Arch Wealth Management LLC
498,598$25.2M4.0%ETFVery LowIrvine, CA2026-10-20
Foundry Financial LLC
419,599$21.2M6.6%ETFMediumPasadena, CA2026-10-16
Phillips Financial Management, LLC
413,302$20.9M1.6%ETFVery LowFort Wayne, IN2026-10-19
Rachor Investment Advisory Services, LLC
402,498$20.3M9.8%ETFVery LowLinden, MI2026-10-29
Wealth Enhancement Advisory Services, LLC
381,432$19.3M0.0%CoreLowPlymouth, MN2026-10-13
Chicago Partners Investment Group LLC
366,114$18.5M0.3%GARPLowChicago, IL2026-10-27
Creative Planning
292,830$14.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Hiley Hunt Wealth Management
278,593$14.1M5.5%ETFVery LowOmaha, NE2026-10-08
Onyx Financial Advisors, LLC
266,427$13.5M4.8%ETFVery LowIdaho Falls, ID2026-10-21
Avestar Capital, LLC
259,689$13.1M1.0%GrowthLowNew York, NY2026-10-28
Babb Wealth Advisors LLC
214,842$10.8M5.0%ETFVery LowFlagstaff, AZ2026-10-30
New Dimensions Wealth Management, LLC
211,440$10.7M7.7%ETFVery LowAllen, TX2026-11-02
Financial Symmetry Inc
210,421$10.6M3.4%ETFVery LowRaleigh, NC2026-10-06
Market Street Wealth Management Advisors LLC
195,742$9.9M1.4%ETFMediumIndianapolis, IN2026-10-09
Wolfstich Capital, LLC
191,613$9.7M7.9%ETFMediumMedfield, MA2026-10-14
Shore Point Advisors, LLC
167,514$8.3M2.6%ETFLowBrielle, NJ2026-10-14
Leading Edge Financial Planning LLC
161,750$8.2M1.7%ETFLowKnoxville, TN2026-10-23
Mattern Wealth Management LLC
157,271$7.9M1.3%ETFVery LowLawrence, KS2026-11-04
Live Oak Private Wealth LLC
133,946$6.8M0.8%ValueLowWilmington, NC2026-11-02
Choreo, LLC
120,012$6.1M0.1%IndexLowRockford, IL2026-10-28
Vestia Personal Wealth Advisors
117,610$5.9M2.2%ETFMediumFort Wayne, IN2026-10-20
Farther Finance Advisors, LLC
98,897$5.0M0.0%IndexLowSan Francisco, CA2026-10-08
Apella Capital, LLC
97,579$4.9M0.1%ETFVery LowWest Hartford, CT2026-10-08
Navigoe, LLC
95,612$4.8M2.6%ETFVery LowRedondo Beach, CA2026-11-04
3 Factor Indexing, LLC
94,168$4.8M3.9%ETFLowSacramento, CA2026-10-15
Dynamic Advisor Solutions LLC
93,167$4.7M0.1%ETFLowPhoenix, AZ2026-10-13
DWR Wealth Management, LLC
93,039$4.7M3.3%ETFLowSan Jose, CA2026-10-13
Bright Financial Advisors, Inc.
84,492$4.3M1.8%ETFVery LowPortage, MI2026-10-23
Concord Wealth Partners
76,591$3.9M0.4%GrowthLowAbingdon, VA2026-11-02
Outbound Financial Inc
76,341$3.9M2.5%ETFLowBoulder, CO2026-10-13
ShankerValleau Wealth Advisors, Inc.
64,733$3.3M0.9%ETFVery LowSkokie, IL2026-10-16
Kestra Advisory Services, LLC
61,941$3.1M0.0%CoreLowAustin, TX2026-11-02
Studio Investment Management LLC
60,129$3.0M0.5%ETFLowChicago, IL2026-10-22
Indivisible Partners
59,991$3.0M0.1%GrowthMediumClearwater, FL2026-10-26
SAX Wealth Advisors, LLC
59,083$3.0M0.1%ETFVery LowParsippany, NJ2026-10-13
Factor Wealth Management LTD
57,870$2.9M0.4%ETFLowChicago, IL2026-10-08
Kings Path Partners LLC
54,983$2.8M0.7%ETFVery LowSugar Land, TX2026-10-21
Burk Holdings LLC
50,179$2.5M0.9%ETFVery LowTulsa, OK2026-11-05
Index Fund Advisors, Inc.
47,774$2.4M0.1%ETFVery LowIrvine, CA2026-11-05
XY Planning Network, Inc.
47,586$2.4M0.3%ETFLowBozeman, MT2026-10-14
SpringVest Wealth Management LLC
45,885$2.3M1.4%ETFLowDallas, TX2026-10-27
Altiora Financial Group, LLC
45,288$2.3M0.4%ETFLowLebanon, OH2026-11-04
RW Investment Management LLC
44,720$2.3M0.2%ETFLowEagle, ID2026-11-03
Prime Capital Investment Advisors, LLC
43,841$2.2M0.0%ETFLowOverland Park, KS2026-10-20
Meredith Wealth Planning
42,223$2.1M0.5%ETFLowMaryville, IL2026-10-14
Forza Wealth Management, LLC
41,370$2.1M0.6%CoreVery LowSarasota, FL2026-10-20
Bullock Wealth Management Group
40,050$2.0M0.8%GrowthLowBloomington, IN2026-10-09
Mustard Seed Financial, LLC
39,251$2.0M1.0%ETFLowMagnolia, AR2026-10-30
Torren Management, LLC
38,038$1.9M1.0%ETFMediumSan Diego, CA2026-10-29
Maseco LLP
36,808$1.9M0.1%ETFVery LowLondon, United Kingdom2026-10-27
RED Lighthouse Investment Management, LLC
35,568$1.8M0.5%ETFVery LowHillsdale, NY2026-11-02
Apollon Wealth Management, LLC
35,000$1.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
Thayer Financial, L.L.C.
32,552$1.6M1.5%ETFMediumHickory, NC2026-10-21
Family CFO Inc
31,404$1.6M0.6%ETFLowLos Altos, CA2026-10-30
Balboa Wealth Partners
31,045$1.6M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Porter White Investment Advisors, Inc.
30,374$1.5M1.0%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
30,374$1.5M1.0%ETFVery LowBirmingham, AL2026-10-14
PFG Advisors
27,967$1.4M0.1%ETFMediumPhoenix, AZ2026-10-16
Core Wealth Management, Inc.
27,195$1.4M0.4%ETFVery LowJupiter, FL2026-10-22
Kane Co Wealth Management, Inc.
24,499$1.2M1.0%ETFVery LowJohnston, IA2026-11-04
Guardian Wealth Management, LLC
22,893$1.2M0.3%ETFVery LowChattanooga, TN2026-10-14
Cambridge Investment Research Advisors, Inc.
20,306$1.0M0.0%ETFLowFairfield, IA2026-11-02
Essential Planning, Llc.
19,672$993.2K0.3%ETFLowPortsmouth, NH2026-10-21
Orba Wealth Advisors, L.L.C.
14,561$735.2K0.6%ETFMediumChicago, IL2026-10-23
Willow Creek Wealth Management Inc.
12,477$630.0K0.0%ETFVery LowSebastopol, CA2026-10-26
PCA Investment Advisory Services Inc.
11,215$566.2K0.2%ETFVery LowCincinnati, OH2026-10-13
ProCore Advisors, LLC
10,985$554.6K0.7%GARPLowNewport Beach, CA2026-10-14
Oceanside Advisors LLC
10,723$541.4K0.3%ETFVery LowMount Pleasant, SC2026-11-03
Legacy Financial Group, Inc.
9,742$491.9K0.1%ETFLowTulsa, OK2026-10-21
Krilogy Financial LLC
9,368$474.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Commonwealth Equity Services, LLC
9,288$468.9K0.0%ETFLowWaltham, MA2026-11-02
Cypress Point Wealth Management, LLC
9,196$464.3K0.0%ETFLowDallas, TX2026-11-03
Modera Wealth Management, LLC
8,612$434.8K0.0%ETFVery LowWestwood, NJ2026-10-28
SageOak Financial, LLC
8,322$420.2K0.3%ETFLowTulsa, OK2026-10-19
Diversify Wealth Management, LLC
7,977$404.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
7,977$404.0K0.0%GrowthLowSandy, UT2026-10-20
CPA Asset Management Group, LLC
7,718$389.7K0.1%ETFMediumWest Palm Beach, FL2026-10-26
Master's Wealth Management Inc.
7,481$377.7K0.1%ETFMediumLancaster, PA2026-10-22
Tactive Advisors, LLC
6,968$351.8K0.1%ETFHighJacksonville, FL2026-10-08
Embree Financial Group
6,851$345.9K0.0%ETFLowChicago, IL2026-10-22
Kestra Investment Management, LLC
6,533$329.9K0.0%ETFMediumAustin, TX2026-11-04
TCP Asset Management, LLC
6,406$323.7K0.0%ETFLowUpper Arlington, OH2026-10-14
M Holdings Securities, Inc.
6,359$322.0K0.1%ETFHighPortland, OR2026-11-03
Hartmann Taylor Wealth Management, LLC
6,201$313.1K0.2%ETFVery LowDallas, TX2026-10-14
Truist Financial Corp
6,036$304.8K0.0%CoreLowCharlotte, NC2026-10-30
First Financial Group Corp
5,755$290.6K0.2%ETFLowRaleigh, NC2026-10-22
Elser Financial Planning, Inc
5,728$289.2K0.0%GARPLowIndianapolis, IN2026-10-16
Acorn Wealth Advisors, LLC
5,472$276.3K0.1%ETFLowGrand Blanc, MI2026-10-19
CSP Financial Group, LLC
5,079$256.5K0.3%ETFLowScottsdale, AZ2026-10-26
Firethorn Wealth Partners, LLC
4,908$247.8K0.1%ETFLowAugusta, GA2026-10-14
EverSource Wealth Advisors, LLC
4,825$243.6K0.0%CoreMediumBirmingham, AL2026-11-04
626 Financial, LLC
4,675$236.0K0.1%CoreLowPortage, MI2026-11-04
Fifth Third Bancorp
4,340$219.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Baker Tilly Wealth Management, LLC
4,256$214.9K0.0%GrowthLowMadison, WI2026-10-05
Cypress Financial Planning LLC
4,247$214.4K0.1%ETFLowHaddon Heights, NJ2026-10-09
Dahring | Cusmano LLC
4,110$207.5K0.1%ETFLowNovi, MI2026-11-03
Washington Trust Advisors, Inc.
2,440$123.2K0.0%GrowthLowWellesley, MA2026-10-22
DecisionPoint Financial, LLC
809$40.9K0.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
590$29.8K0.0%ETFVery LowChester, MD2026-10-15
Creative Financial Designs Inc
531$26.8K0.0%ETFMediumKokomo, IN2026-11-04
Strengthening Families & Communities, LLC
382$19.3K0.0%CoreMediumBoston, MA2026-10-21
IFP Advisors, Inc
374$18.9K0.0%GrowthLowTampa, FL2026-10-16
LAM Group, Inc.
95$4.8K0.0%ETFVery LowLake Oswego, OR2026-10-26
RHL Group, LLC
25$1.2K0.0%ETFVery HighHolly, MI2026-11-04