DUSB Institutional Ownership & Shareholders
DIMENSION ULTRASHORT FI ETF (DUSB) is currently held by 189 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.31B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Planning Center, Inc. is currently the largest disclosed institutional shareholder of DUSB tracked by InsiderSet, reporting ownership valued at approximately $186.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $186.28M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed DUSB value among the investors covered in this analysis. Major shareholders include Planning Center, Inc., Vise Technologies, Inc., Prudent Man Investment Management, Inc., and several other long-term asset managers with concentrated positions in DIMENSION ULTRASHORT FI ETF (DUSB).
This page ranks the largest institutional DUSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
189
Total Reported Value
$1.31B
Largest Holder
Planning Center, Inc.
Largest Position
$186.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
31
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Planning Center, Inc. | 17.63% | 3,678,554 | $186,796,972 | $186,281,975 | -$514,997 | -0.28% | |
| Vise Technologies, Inc. | 0.86% | 2,056,677 | $103,841,628 | $104,150,123 | +$308,495 | +0.30% | |
| Prudent Man Investment Management, Inc. | 27.15% | 1,571,347 | $79,588,706 | $79,573,012 | -$15,694 | -0.02% | |
| Savant Capital, Llc | 0.15% | 1,019,305 | $51,760,324 | $51,617,605 | -$142,719 | -0.28% | |
| Sjs Investment Consulting Inc. | 4.33% | 851,435 | $42,988,960 | $43,116,668 | +$127,708 | +0.30% | |
| Financial Harvest, Llc | 17.00% | 717,493 | $36,226,234 | $36,333,846 | +$107,612 | +0.30% | |
| Sc&H Financial Advisors, Inc. | 4.89% | 698,875 | $35,286,200 | $35,391,030 | +$104,830 | +0.30% | |
| Dinuzzo Private Wealth, Inc. | 3.17% | 632,046 | $31,911,993 | $32,006,809 | +$94,816 | +0.30% | |
| Financial Plan, Inc. | 2.83% | 587,139 | $29,814,915 | $29,732,719 | -$82,196 | -0.28% | |
| American Capital Advisory, Llc | 9.34% | 540,616 | $27,295,714 | $27,376,794 | +$81,080 | +0.30% | |
| Sterling Wealth Management, Inc. | 6.67% | 512,638 | $25,883,082 | $25,959,988 | +$76,906 | +0.30% | |
| Pillar Financial Advisors, Llc | 14.03% | 508,190 | $25,658,489 | $25,734,742 | +$76,253 | +0.30% | |
| Three Arch Wealth Management Llc | 4.01% | 498,598 | $25,174,198 | $25,249,003 | +$74,805 | +0.30% | |
| Foundry Financial Llc | 6.59% | 419,599 | $21,185,552 | $21,248,493 | +$62,941 | +0.30% | |
| Phillips Financial Management, Llc | 1.60% | 413,302 | $20,867,658 | $20,929,613 | +$61,955 | +0.30% | |
| Rachor Investment Advisory Services, Llc | 9.84% | 402,498 | $20,322,106 | $20,382,499 | +$60,393 | +0.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 381,432 | $19,300,473 | $19,315,716 | +$15,243 | +0.08% | |
| Chicago Partners Investment Group Llc | 0.34% | 366,114 | $18,518,027 | $18,540,013 | +$21,986 | +0.12% | |
| Aspen Capital Management, Llc | 3.94% | 351,153 | $17,831,563 | $17,782,388 | -$49,175 | -0.28% | |
| Creative Planning | 0.01% | 292,830 | $14,784,975 | $14,828,911 | +$43,936 | +0.30% | |
| Hiley Hunt Wealth Management | 5.47% | 278,593 | $14,066,155 | $14,107,950 | +$41,795 | +0.30% | |
| Onyx Financial Advisors, Llc | 4.80% | 266,427 | $13,451,887 | $13,491,863 | +$39,976 | +0.30% | |
| Avestar Capital, Llc | 1.13% | 259,689 | $13,111,674 | $13,150,651 | +$38,977 | +0.30% | |
| Mariner, Llc | 0.01% | 255,920 | $12,995,618 | $12,959,789 | -$35,829 | -0.28% | |
| Envestnet Asset Management Inc | 0.00% | 225,932 | $11,472,840 | $11,441,196 | -$31,644 | -0.28% | |
| Babb Wealth Advisors Llc | 5.05% | 214,842 | $10,847,397 | $10,879,599 | +$32,202 | +0.30% | |
| New Dimensions Wealth Management, Llc | 7.67% | 211,440 | $10,675,599 | $10,707,322 | +$31,723 | +0.30% | |
| Tagstone Capital, Inc. | 3.38% | 209,246 | $10,625,515 | $10,596,217 | -$29,298 | -0.28% | |
| Financial Symmetry Inc | 3.39% | 210,421 | $10,622,070 | $10,655,719 | +$33,649 | +0.32% | |
| Market Street Wealth Management Advisors Llc | 1.41% | 195,742 | $9,883,022 | $9,912,375 | +$29,353 | +0.30% | |
| Tumwater Wealth Management, Llc | 3.55% | 193,333 | $9,817,450 | $9,790,383 | -$27,067 | -0.28% | |
| Wolfstich Capital, Llc | 7.85% | 191,613 | $9,672,610 | $9,703,282 | +$30,672 | +0.32% | |
| Johnson Wealth Management, Llc | 5.09% | 182,062 | $9,245,108 | $9,219,620 | -$25,488 | -0.28% | |
| Wealthspan Partners, Llc | 2.74% | 171,441 | $8,705,786 | $8,681,772 | -$24,014 | -0.28% | |
| Arkadios Wealth Advisors | 0.13% | 168,178 | $8,540,083 | $8,516,534 | -$23,549 | -0.28% | |
| Ruedi Wealth Management, Inc. | 1.96% | 164,162 | $8,336,126 | $8,313,164 | -$22,962 | -0.28% | |
| Shore Point Advisors, Llc | 2.64% | 167,514 | $8,327,861 | $8,482,909 | +$155,048 | +1.86% | |
| Leading Edge Financial Planning Llc | 1.69% | 161,750 | $8,166,758 | $8,191,020 | +$24,262 | +0.30% | |
| Mattern Wealth Management Llc | 1.29% | 154,640 | $7,852,619 | $7,830,970 | -$21,649 | -0.28% | |
| Parkwoods Wealth Partners, Llc | 1.24% | 151,487 | $7,692,510 | $7,671,302 | -$21,208 | -0.28% | |
| Tencap Wealth Coaching, Llc | 2.42% | 150,331 | $7,633,808 | $7,612,762 | -$21,046 | -0.28% | |
| Action Point Financial Planning, Llc | 0.78% | 142,983 | $7,260,619 | $7,240,659 | -$19,960 | -0.27% | |
| Beacon Pointe Advisors, Llc | 0.03% | 140,047 | $7,111,579 | $7,091,980 | -$19,599 | -0.28% | |
| Live Oak Private Wealth Llc | 0.82% | 133,946 | $6,762,934 | $6,783,025 | +$20,091 | +0.30% | |
| Citadel Advisors Llc | 0.00% | 120,512 | $6,119,599 | $6,102,728 | -$16,871 | -0.28% | |
| Choreo, Llc | 0.06% | 120,012 | $6,059,421 | $6,077,408 | +$17,987 | +0.30% | |
| Vestia Personal Wealth Advisors | 2.25% | 117,610 | $5,938,143 | $5,955,770 | +$17,627 | +0.30% | |
| Strategic Investment Solutions, Inc. | 1.39% | 114,137 | $5,802,977 | $5,779,898 | -$23,079 | -0.40% | |
| Betterment Llc | 0.01% | 109,524 | $5,562,000 | $5,546,295 | -$15,705 | -0.28% | |
| Tillman Hartley Llc | 1.24% | 108,825 | $5,526,134 | $5,510,898 | -$15,236 | -0.28% |
Frequently asked questions about DUSB
Who are the largest institutional holders of DUSB?
The largest institutional holders of DUSB reported in the latest SEC Form 13F filings include Planning Center, Inc., Vise Technologies, Inc., Prudent Man Investment Management, Inc., Savant Capital, Llc, and Sjs Investment Consulting Inc.. InsiderSet ranks institutional holders by their latest reported DUSB position.
What is DUSB institutional ownership?
This page tracks DUSB positions reported by institutional investment managers through SEC Form 13F. DIMENSION ULTRASHORT FI ETF (DUSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DUSB?
InsiderSet currently tracks 189 institutional managers reporting DUSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DUSB shareholders.
How much DUSB stock do institutions own?
Institutional investment managers disclosed approximately $1.31B in DUSB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DUSB institutional ownership last updated?
The latest DUSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DUSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DUSB position after the reporting date.
Are institutions buying or selling DUSB?
Institutional buying and selling can be analyzed by comparing DUSB positions across consecutive 13F reporting periods. InsiderSet's DUSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DUSB ownership changes.
How has DUSB institutional ownership changed over time?
InsiderSet tracks DUSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.