DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / ULTRASHORT FIXED
Total 13F shares
10,860,522
Share change
+1,445,647
Total reported value
$549,451,178
Price per share
$50.59
Number of holders
89
Value change
+$73,139,425
Number of buys
60
Number of sells
20

Institutional Holders of DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) as of Q4 2024

As of 31 Dec 2024, DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) was held by 89 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 10,860,522 shares. The largest 10 holders included Planning Center, Inc., Prudent Man Investment Management, Inc., MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Sterling Wealth Management, Inc., Root Financial Partners, LLC, DiNuzzo Private Wealth, Inc., Chicago Partners Investment Group LLC, American Capital Advisory, LLC, SJS Investment Consulting Inc., and PHILLIPS FINANCIAL MANAGEMENT, LLC. This page lists 90 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.