ETF Holders

Who owns DUSG?

Small or mid cap

U.S. Small Cap Growth Portfolio: ETF Class Shares

3 institutions reported holding DUSG, worth $2.2M, in Form 13F filings for June 30, 2026.

13F holders
3
Institutional value
$2.2M
Change from prior quarter
—
New and sold-out firms
3 / 0
0 added, 0 trimmed

Top 3 institutional holders of DUSG

FirmLocationValueSharesChange
Dimensional Fund Advisors LPAustin, TX$1.3M25,000New position
Goldman Sachs Group Inc.New York, NY$890K16,875New position
Asset Dedication, LLCSan Francisco, CA$531New position

From 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 DUSG?

3 institutional managers reported holding DUSG in Form 13F filings for June 30, 2026, worth $2.2M in total. The largest reported position was held by Dimensional Fund Advisors LP, at $1.3M.

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 DUSG 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.