DIMENSION ULTRASHORT FI ETF (DUSB) Institutional Shareholders
DIMENSION ULTRASHORT FI ETF (DUSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.23B in DUSB holdings during the latest filing period.
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 $186.65M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed DUSB value among the investors covered in this analysis. Major shareholders include Planning Center, Inc., Root Financial Partners, Llc, 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
191
Total Reported Value
$1.23B
Largest Holder
Planning Center, Inc.
Largest Position
$186.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
1
| 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 | $186,649,830 | -$147,142 | -0.08% | |
| Root Financial Partners, Llc | 3.68% | 1,866,250 | $94,768,195 | $94,693,525 | -$74,670 | -0.08% | |
| Prudent Man Investment Management, Inc. | 27.15% | 1,571,347 | $79,588,706 | $79,730,147 | +$141,441 | +0.18% | |
| Vise Technologies, Inc. | 1.16% | 1,162,271 | $58,869,031 | $58,973,631 | +$104,600 | +0.18% | |
| Financial Plan, Inc. | 4.45% | 817,942 | $41,477,841 | $41,502,377 | +$24,536 | +0.06% | |
| Sjs Investment Consulting Inc. | 4.08% | 737,985 | $37,474,900 | $37,445,359 | -$29,541 | -0.08% | |
| Dinuzzo Private Wealth, Inc. | 3.13% | 623,822 | $31,677,669 | $31,652,728 | -$24,941 | -0.08% | |
| Sc&H Financial Advisors, Inc. | 4.64% | 607,348 | $30,798,605 | $30,816,838 | +$18,233 | +0.06% | |
| American Capital Advisory, Llc | 9.49% | 511,900 | $25,994,263 | $25,973,806 | -$20,457 | -0.08% | |
| Sterling Wealth Management, Inc. | 6.30% | 499,163 | $25,347,523 | $25,327,531 | -$19,992 | -0.08% | |
| Savant Capital, Llc | 0.10% | 409,013 | $20,741,070 | $20,753,320 | +$12,250 | +0.06% | |
| Rachor Investment Advisory Services, Llc | 9.81% | 392,443 | $19,928,256 | $19,912,558 | -$15,698 | -0.08% | |
| Pillar Financial Advisors, Llc | 10.26% | 386,385 | $19,620,618 | $19,605,175 | -$15,443 | -0.08% | |
| Chicago Partners Investment Group Llc | 0.39% | 383,636 | $19,446,523 | $19,465,691 | +$19,168 | +0.10% | |
| Three Arch Wealth Management Llc | 3.31% | 363,353 | $18,425,614 | $18,436,531 | +$10,917 | +0.06% | |
| Phillips Financial Management, Llc | 1.35% | 361,664 | $18,365,312 | $18,350,831 | -$14,481 | -0.08% | |
| Market Street Wealth Management Advisors Llc | 2.53% | 350,343 | $17,790,409 | $17,776,404 | -$14,005 | -0.08% | |
| Avestar Capital, Llc | 0.89% | 296,914 | $15,077,290 | $15,065,416 | -$11,874 | -0.08% | |
| Foundry Financial Llc | 4.54% | 265,312 | $13,472,559 | $13,461,931 | -$10,628 | -0.08% | |
| Onyx Financial Advisors, Llc | 4.64% | 253,807 | $12,888,317 | $12,878,167 | -$10,150 | -0.08% | |
| Hiley Hunt Wealth Management | 5.03% | 250,727 | $12,731,933 | $12,721,888 | -$10,045 | -0.08% | |
| Mariner, Llc | 0.01% | 238,848 | $12,111,982 | $12,119,148 | +$7,166 | +0.06% | |
| Tagstone Capital, Inc. | 4.09% | 228,259 | $11,575,002 | $11,581,862 | +$6,860 | +0.06% | |
| Johnson Wealth Management, Llc | 5.55% | 226,682 | $11,495,044 | $11,501,845 | +$6,801 | +0.06% | |
| Envestnet Asset Management Inc | 0.00% | 225,932 | $11,472,840 | $11,463,790 | -$9,050 | -0.08% | |
| Wolfstich Capital, Llc | 8.39% | 214,072 | $10,870,567 | $10,862,013 | -$8,554 | -0.08% | |
| Babb Wealth Advisors Llc | 5.84% | 210,509 | $10,674,926 | $10,681,227 | +$6,301 | +0.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 199,906 | $10,159,246 | $10,143,230 | -$16,016 | -0.16% | |
| New Dimensions Wealth Management, Llc | 8.53% | 197,755 | $10,028,167 | $10,034,089 | +$5,922 | +0.06% | |
| Financial Symmetry Inc | 3.28% | 193,362 | $9,818,948 | $9,811,188 | -$7,760 | -0.08% | |
| Tumwater Wealth Management, Llc | 3.55% | 193,333 | $9,817,450 | $9,809,716 | -$7,734 | -0.08% | |
| Ruedi Wealth Management, Inc. | 1.96% | 164,162 | $8,336,126 | $8,329,580 | -$6,546 | -0.08% | |
| Wealthspan Partners, Llc | 2.84% | 159,183 | $8,072,189 | $8,076,945 | +$4,756 | +0.06% | |
| Mattern Wealth Management Llc | 1.29% | 154,640 | $7,852,619 | $7,846,434 | -$6,185 | -0.08% | |
| Creative Planning | 0.01% | 152,697 | $7,743,279 | $7,747,846 | +$4,567 | +0.06% | |
| Shore Point Advisors, Llc | 2.65% | 154,949 | $7,734,321 | $7,862,112 | +$127,791 | +1.65% | |
| Parkwoods Wealth Partners, Llc | 1.24% | 151,487 | $7,692,510 | $7,686,450 | -$6,060 | -0.08% | |
| Arkadios Wealth Advisors | 0.13% | 151,658 | $7,690,572 | $7,695,127 | +$4,555 | +0.06% | |
| Tencap Wealth Coaching, Llc | 2.42% | 150,331 | $7,633,808 | $7,627,795 | -$6,013 | -0.08% | |
| Choreo, Llc | 0.09% | 145,713 | $7,389,097 | $7,393,478 | +$4,381 | +0.06% | |
| Cogent Private Wealth, Inc. | 5.14% | 140,258 | $7,112,483 | $7,116,691 | +$4,208 | +0.06% | |
| Leading Edge Financial Planning Llc | 1.49% | 139,804 | $7,089,461 | $7,093,655 | +$4,194 | +0.06% | |
| Prime Capital Investment Advisors, Llc | 0.08% | 129,381 | $6,560,911 | $6,564,792 | +$3,881 | +0.06% | |
| Beacon Pointe Advisors, Llc | 0.03% | 126,456 | $6,412,566 | $6,416,377 | +$3,811 | +0.06% | |
| Index Fund Advisors, Inc. | 0.26% | 115,300 | $5,846,879 | $5,850,322 | +$3,443 | +0.06% | |
| Strategic Investment Solutions, Inc. | 1.39% | 114,137 | $5,802,977 | $5,791,311 | -$11,666 | -0.20% | |
| Altiora Financial Group, Llc | 0.91% | 109,301 | $5,542,678 | $5,545,933 | +$3,255 | +0.06% | |
| Jane Street Group, Llc | 0.01% | 98,472 | $4,993,515 | $4,996,469 | +$2,954 | +0.06% | |
| 3 Factor Indexing, Llc | 4.17% | 97,091 | $4,930,305 | $4,926,397 | -$3,908 | -0.08% | |
| Vance Wealth, Llc | 1.40% | 95,575 | $4,846,595 | $4,849,476 | +$2,881 | +0.06% |
Frequently asked questions about DUSB
Who owns the most DUSB stock?
The largest holders of DUSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSION ULTRASHORT FI ETF (DUSB).
Is DUSB widely held by superinvestors?
Many widely followed stocks like DUSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DUSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.