Who owns DUSB?
Dimensional Ultrashort Fixed Income ETF · Dimensional
188 institutions reported holding DUSB, worth $1.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DUSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Planning Center, Inc. | Moline, IL | $186.8M | 3,678,554 | +125,927 shares |
| Root Financial Partners, LLC | Encinitas, CA | $94.8M | 1,866,250 | +351,880 shares |
| Vise Technologies, Inc. | New York, NY | $90.7M | 1,786,825 | +624,554 shares |
| Prudent Man Investment Management, Inc. | Louisville, CO | $79.6M | 1,571,347 | −25,851 shares |
| Savant Capital, LLC | Rockford, IL | $51.8M | 1,019,305 | +610,292 shares |
| Financial Harvest, LLC | Winter Park, FL | $42.2M | 831,400 | +757,182 shares |
| SJS Investment Consulting Inc. | Sylvania, OH | $37.5M | 737,985 | +279 shares |
| SC&H Financial Advisors, Inc. | Hunt Valley, MD | $32.8M | 645,927 | +38,579 shares |
| DiNuzzo Private Wealth, Inc. | Beaver, PA | $31.7M | 623,822 | +55,550 shares |
| Financial Plan, Inc. | Bellingham, WA | $29.8M | 587,139 | −230,803 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DUSB?
188 institutional managers reported holding DUSB in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Planning Center, Inc., at $186.8M.
Did institutions buy or sell DUSB last quarter?
Reported 13F value rose 14.6% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DUSB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.