Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ULTRASHORT FIXED
-
Total 13F shares
-
12,243,640
-
Share change
-
+1,790,083
-
Total reported value
-
$620,969,453
-
Price per share
-
$50.73
-
Number of holders
-
110
-
Value change
-
+$90,842,194
-
Number of buys
-
83
-
Number of sells
-
28
Institutional Holders of DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) was held by
110 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,243,640 shares.
The largest 10 holders included
Planning Center, Inc., Prudent Man Investment Management, Inc., MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Root Financial Partners, LLC, SC&H Financial Advisors, Inc., Chicago Partners Investment Group LLC, DiNuzzo Private Wealth, Inc., SJS Investment Consulting Inc., American Capital Advisory, LLC, and PHILLIPS FINANCIAL MANAGEMENT, LLC.
This page lists
110
institutional shareholders reporting positions in this security
for the Q1 2025 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.