Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ULTRASHORT FIXED
-
Number of holders
-
136
-
Total 13F shares, excl. options
-
15,649,235
-
Shares change
-
+1,775,593
-
Total reported value, excl. options
-
$794,420,387
-
Value change
-
+$90,168,421
-
Number of buys
-
93
-
Number of sells
-
-45
-
Price
-
$50.78
Significant Holders of DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) as of Q3 2025
148 filings reported holding DUSB - DIMENSIONAL ETF TRUST - ULTRASHORT FIXED as of Q3 2025.
DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,649,235 shares
.
Largest 10 shareholders include Planning Center, Inc. (3,069,952 shares), Prudent Man Investment Management, Inc. (1,134,146 shares), Root Financial Partners, LLC (955,780 shares), SJS Investment Consulting Inc. (601,210 shares), SC&H Financial Advisors, Inc. (534,143 shares), Chicago Partners Investment Group LLC (515,495 shares), MARKET STREET WEALTH MANAGEMENT ADVISORS LLC (487,427 shares), Sterling Wealth Management, Inc. (473,269 shares), DiNuzzo Private Wealth, Inc. (447,927 shares), and PHILLIPS FINANCIAL MANAGEMENT, LLC (409,538 shares).
This table shows the top 136 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.