Who Owns Dimensional - Ultrashort Fixed Income ETF (DUSB)?Hedge Fund & Institutional Holders

$50.80-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

107

as of QNaN NaN

Total Institutional Value

$546.6T

% of Float Held

—

QoQ Change in Holders

+107 / -0

Price History

DUSB — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
Planning Center, Inc.New	2.8M	$142.1T	16.82%
Prudent Man Investment Management, Inc.New	1.1M	$57.5T	31.88%
Root Financial Partners, LLCNew	530K	$26.9T	2.87%
SC&H Financial Advisors, Inc.New	438K	$22.2T	4.37%
Chicago Partners Investment Group LLCNew	398K	$20.2T	0.67%
DiNuzzo Private Wealth, Inc.New	389K	$19.7T	2.48%
SJS Investment Consulting Inc.New	381K	$19.3T	3.29%
American Capital Advisory, LLCNew	301K	$15.3T	8.25%
PHILLIPS FINANCIAL MANAGEMENT, LLCNew	295K	$14.9T	1.16%
Savant Capital, LLCNew	282K	$14.3T	100.00%
Altiora Financial Group, LLCNew	216K	$11.0T	2.33%
Pillar Financial Advisors, LLCNew	209K	$10.6T	7.92%
New Dimensions Wealth Management, LLCNew	177K	$9.0T	9.00%
Arkadios Wealth AdvisorsNew	166K	$8.4T	0.32%
Hiley Hunt Wealth ManagementNew	166K	$8.4T	4.60%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	Planning Center, Inc.	2,801,439	$142.1T	16.82%	New
2	Prudent Man Investment Management, Inc.	1,137,535	$57.5T	31.88%	New
3	Root Financial Partners, LLC	530,007	$26.9T	2.87%	New
4	SC&H Financial Advisors, Inc.	437,669	$22.2T	4.37%	New
5	Chicago Partners Investment Group LLC	398,343	$20.2T	0.67%	New
6	DiNuzzo Private Wealth, Inc.	388,689	$19.7T	2.48%	New
7	SJS Investment Consulting Inc.	380,648	$19.3T	3.29%	New
8	American Capital Advisory, LLC	301,465	$15.3T	8.25%	New
9	PHILLIPS FINANCIAL MANAGEMENT, LLC	294,688	$14.9T	1.16%	New
10	Savant Capital, LLC	282,451	$14.3T	100.00%	New
11	Altiora Financial Group, LLC	216,209	$11.0T	2.33%	New
12	Pillar Financial Advisors, LLC	209,374	$10.6T	7.92%	New
13	New Dimensions Wealth Management, LLC	177,460	$9.0T	9.00%	New
14	Arkadios Wealth Advisors	166,494	$8.4T	0.32%	New
15	Hiley Hunt Wealth Management	166,101	$8.4T	4.60%	New
16	ENVESTNET ASSET MANAGEMENT INC	155,335	$7.9T	2.54%	New
17	Onyx Financial Advisors, LLC	152,837	$7.8T	4.10%	New
18	Strategic Investment Solutions, Inc. /IL	144,667	$7.3T	2.13%	New
19	WEALTHSPAN PARTNERS, LLC	140,559	$7.1T	3.29%	New
20	MASTER'S WEALTH MANAGEMENT INC.	132,894	$6.7T	3.54%	New
21	Ruedi Wealth Management, Inc.	123,043	$6.2T	1.95%	New
22	Babb Wealth Advisors LLC	120,857	$6.1T	4.91%	New
23	Shore Point Advisors, LLC	115,853	$5.9T	3.11%	New
24	Leading Edge Financial Planning LLC	94,592	$4.8T	1.50%	New
25	DRAVO BAY LLC	93,017	$4.7T	2.50%	New
26	CLUNE & ASSOCIATES, LTD.	91,627	$4.6T	1.43%	New
27	Mariner, LLC	91,072	$4.6T	7.69%	New
28	Applied Capital LLC	85,062	$4.3T	2.12%	New
29	COMMONWEALTH EQUITY SERVICES, LLC	75,396	$3.8T	5.41%	New
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	68,662	$3.5T	6.66%	New
31	Concord Wealth Partners	67,849	$3.4T	0.57%	New
32	Apollon Wealth Management, LLC	66,500	$3.4T	0.07%	New
33	Mattern Wealth Management LLC	65,535	$3.3T	0.74%	New
34	GREAT OAK CAPITAL PARTNERS, LLC	64,314	$3.3T	1.09%	New
35	BRIGHT FINANCIAL ADVISORS, INC.	60,058	$3.0T	1.87%	New
36	Financial Symmetry Inc	59,235	$3.0T	1.85%	New
37	CITADEL ADVISORS LLC	52,492	$2.7T	0.51%	New
38	PBMares Wealth Management LLC	44,766	$2.3T	0.45%	New
39	Kings Path Partners LLC	44,400	$2.3T	1.10%	New
40	PCA Investment Advisory Services Inc.	40,500	$2.1T	1.09%	New
41	Parkworth Wealth Management, Inc.	39,306	$2.0T	1.59%	New
42	ShankerValleau Wealth Advisors, Inc.	37,660	$1.9T	0.62%	New
43	FMB WEALTH MANAGEMENT	35,684	$1.8T	1.00%	New
44	Blue Oak Capital, LLC	34,425	$1.7T	0.96%	New
45	Creative Planning	31,725	$1.6T	1.51%	New
46	Rehmann Capital Advisory Group	27,891	$1.4T	0.09%	New
47	JANE STREET GROUP, LLC	25,451	$1.3T	0.32%	New
48	CARY STREET PARTNERS FINANCIAL LLC	24,678	$1.3T	0.04%	New
49	HighTower Advisors, LLC	23,595	$1.2T	1.62%	New
50	Core Wealth Management, Inc.	22,698	$1.2T	0.44%	New

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As of QNaN NaN, 107 institutional investors hold DUSB (Dimensional - Ultrashort Fixed Income ETF). The largest holder is Planning Center, Inc. with $142.1T in shares. This quarter, 107 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DUSB?

As of QNaN NaN, 107 institutional investors report holding DUSB (Dimensional - Ultrashort Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of DUSB?

The largest institutional holder of DUSB is Planning Center, Inc. with $142.1T in shares.

Is institutional ownership of DUSB increasing or decreasing?

This quarter, 107 institutions opened new positions in DUSB and 0 closed their positions.