DIMENSION ULTRASHORT FI ETF DUSB
$50.78
0.0% 52w: $48.66 – $50.78
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data48.6649.7250.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
192
+24 QoQ
13F value
$1.20B
+9.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DUSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Planning Center, Inc. | Wealth advisor | 3.6M | $180.2M | 18.3% | +4.0% |
| Prudent Man Investment Management, Inc. | Wealth advisor | 1.6M | $80.9M | 27.2% | 0.0% |
| Root Financial Partners, LLC | Wealth advisor | 1.5M | $76.8M | 3.6% | +17.8% |
| Vise Technologies, Inc. | Wealth advisor | 1.2M | $58.9M | 1.2% | Held |
| Financial Plan, Inc. | Wealth advisor | 817.9K | $41.5M | 4.4% | -8.7% |
| SJS Investment Consulting Inc. | Wealth advisor | 737.7K | $37.4M | 4.6% | +14.7% |
| SC&H Financial Advisors, Inc. | Wealth advisor | 607.3K | $30.8M | 4.6% | +12.6% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 568.3K | $28.8M | 3.1% | +0.4% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 515.0K | $26.1M | 1.9% | +13.3% |
| Sterling Wealth Management, Inc. | Wealth advisor | 495.0K | $25.1M | 6.9% | +4.9% |
| American Capital Advisory, LLC | Wealth advisor | 483.5K | $24.5M | 9.9% | +38.0% |
| Chicago Partners Investment Group LLC | Wealth advisor | 409.5K | $20.8M | 0.5% | -18.9% |
| Savant Capital, LLC | Wealth advisor | 409.0K | $20.7M | 0.1% | -1.3% |
| Rachor Investment Advisory Services, LLC | Wealth advisor | 383.9K | $19.5M | 10.2% | +2.9% |
| Three Arch Wealth Management LLC | Wealth advisor | 363.4K | $18.4M | 3.3% | +5.2% |
| Pillar Financial Advisors, LLC | Wealth advisor | 340.2K | $17.3M | 10.1% | +5.2% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Wealth advisor | 328.1K | $16.6M | 2.6% | -6.7% |
| Avestar Capital, LLC | Other | 273.3K | $13.9M | 0.9% | New |
| Foundry Financial LLC | Wealth advisor | 240.6K | $12.2M | 5.2% | +46.3% |
| Mariner, LLC | Diversified mechanical | 238.8K | $12.1M | 0.0% | +6.6% |
| Hiley Hunt Wealth Management | Wealth advisor | 231.7K | $11.7M | 5.2% | +4.7% |
| TAGStone Capital, Inc. | Wealth advisor | 228.3K | $11.6M | 4.1% | -18.4% |
| Onyx Financial Advisors, LLC | Wealth advisor | 227.1K | $11.5M | 4.8% | +11.0% |
| Johnson Wealth Management, LLC | Wealth advisor | 226.7K | $11.5M | 5.5% | +6.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 212.3K | $10.8M | 0.0% | +998.2% |
| Babb Wealth Advisors LLC | Wealth advisor | 210.5K | $10.7M | 5.8% | -6.9% |
| New Dimensions Wealth Management, LLC | Wealth advisor | 197.8K | $10.0M | 8.5% | +3.6% |
| Financial Symmetry Inc | Wealth advisor | 184.5K | $9.4M | 3.3% | +24.7% |
| Tumwater Wealth Management, LLC | Wealth advisor | 184.4K | $9.4M | 3.8% | +18.1% |
| WEALTHSPAN PARTNERS, LLC | Wealth advisor | 159.2K | $8.1M | 2.8% | -7.3% |
| Creative Planning | Wealth advisor | 152.7K | $7.7M | 0.0% | +47.7% |
| Arkadios Wealth Advisors | Wealth advisor | 151.7K | $7.7M | 0.1% | -10.4% |
| Ruedi Wealth Management, Inc. | Wealth advisor | 151.0K | $7.7M | 2.0% | -3.5% |
| Parkwoods Wealth Partners, LLC | Wealth advisor | 148.3K | $7.5M | 1.8% | -1.7% |
| Mattern Wealth Management LLC | Wealth advisor | 146.5K | $7.4M | 1.4% | -6.1% |
| CHOREO, LLC | Wealth advisor | 145.7K | $7.4M | 0.1% | New |
| Shore Point Advisors, LLC | Wealth advisor | 148.3K | $7.4M | 2.9% | +6.3% |
| Cogent Private Wealth, Inc. | Wealth advisor | 140.3K | $7.1M | 5.1% | +33.7% |
| Leading Edge Financial Planning LLC | Wealth advisor | 139.8K | $7.1M | 1.5% | +6.2% |
| Wolfstich Capital, LLC | Wealth advisor | 139.2K | $7.1M | 6.2% | -2.9% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 129.4K | $6.6M | 0.1% | +1730.3% |
| 3 FACTOR INDEXING, LLC | Wealth advisor | 127.7K | $6.5M | 6.1% | — |
| Beacon Pointe Advisors, LLC | Wealth advisor | 126.5K | $6.4M | 0.0% | +70.3% |
| Torren Management, LLC | Wealth advisor | 118.3K | $6.0M | 3.0% | +154.5% |
| Index Fund Advisors, Inc. | Wealth advisor | 115.3K | $5.8M | 0.3% | +14.0% |
| Altiora Financial Group, LLC | Wealth advisor | 109.3K | $5.5M | 0.9% | -38.8% |
| Strategic Investment Solutions, Inc. /IL | Wealth advisor | 109.0K | $5.5M | 1.3% | -3.9% |
| Betterment LLC | Wealth advisor | 103.1K | $5.2M | 0.0% | +10.9% |
| JANE STREET GROUP, LLC | Market maker | 98.5K | $5.0M | 0.0% | +22.1% |
| VANCE WEALTH, LLC | Wealth advisor | 95.6K | $4.8M | 1.4% | +44.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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