DIMENSION ULTRASHORT FI ETF (DUSB) Institutional Ownership Changes & 13F Activity

DIMENSION ULTRASHORT FI ETF (DUSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vise Technologies, Inc., Financial Plan, Inc., Action Point Financial Planning, Llc, Jane Street Group, Llc, and Index Fund Advisors, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+32,719+37.3%120,512$6.12MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupBuy+373+4.3%9,070$460.57KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-212-0.5%40,000$2.03MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+13,591+10.7%140,047$7.11MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+20,736—20,736$1.05MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+1,538+13.2%13,202$670.39KQ2 2026Aug 17, 2026
Financial Plan, Inc.Sell-230,803-28.2%587,139$29.81MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+142,983—142,983$7.26MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-77,837-79.0%20,635$1.05MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+26,085—26,085$1.32MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+15,124—15,124$768.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-10,800-62.7%6,420$326.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,861+12.0%92,271$4.69MQ2 2026Aug 14, 2026
Vance Wealth, LlcSell-9,814-10.3%85,761$4.35MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,430+19.9%56,844$2.89MQ2 2026Aug 14, 2026
Babb Wealth Advisors LlcBuy+6,915+3.3%217,424$11.04MQ2 2026Aug 14, 2026
Betterment LlcBuy+6,411+6.2%109,524$5.56MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-1,682-6.0%26,262$1.33MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+270+9.5%3,100$157.42KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1-100.0%0$2.00Q2 2026Aug 14, 2026
Index Fund Advisors, Inc.Sell-61,231-53.1%54,069$2.75MQ2 2026Aug 13, 2026
Mariner, LlcBuy+17,072+7.1%255,920$13.00MQ2 2026Aug 13, 2026
Van Hulzen Asset Management, LlcSell-600-8.1%6,830$346.83KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+45,154—45,154$2.29MQ2 2026Aug 12, 2026
New Dimensions Wealth Management, LlcBuy+1,993+1.0%199,748$10.14MQ2 2026Aug 12, 2026
Coston, Mcisaac & PartnersSell-188-0.2%82,107$4.17MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+164+2.5%6,658$338.09KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+624,554+53.7%1,786,825$90.73MQ2 2026Aug 11, 2026
V2 Financial Group LlcBuy+33,086—33,086$1.68MQ2 2026Aug 11, 2026
Dravo Bay LlcSell-28,565-48.6%30,181$1.53MQ2 2026Aug 11, 2026
Showing 30 of 195

Frequently asked questions about DUSB activity

  • Which institutional owners are buying DUSB?

    Institutional owners buying DUSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DUSB activity?

    "Buy" means an investor increased their reported position in DUSB compared to the prior reporting period. This reflects growing exposure to DIMENSION ULTRASHORT FI ETF (DUSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DUSB increasing?

    Institutional interest in DUSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related DUSB Institutional Insights