Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ULTRASHORT FIXED
-
Total 13F shares
-
15,649,235
-
Share change
-
+1,775,593
-
Total reported value
-
$794,420,387
-
Price per share
-
$50.78
-
Number of holders
-
136
-
Value change
-
+$90,168,408
-
Number of buys
-
93
-
Number of sells
-
45
Institutional Holders of DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) as of Q3 2025
As of 30 Sep 2025,
DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) was held by
136 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,649,235 shares.
The largest 10 holders included
Planning Center, Inc., Prudent Man Investment Management, Inc., Root Financial Partners, LLC, SJS Investment Consulting Inc., SC&H Financial Advisors, Inc., Chicago Partners Investment Group LLC, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Sterling Wealth Management, Inc., DiNuzzo Private Wealth, Inc., and PHILLIPS FINANCIAL MANAGEMENT, LLC.
This page lists
136
institutional shareholders reporting positions in this security
for the Q3 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.