DUSB : Institutional Ownership for Dimensional Ultrashort Fixed Income Etf

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Dimensional Ultrashort Fixed Income Etf (DUSB)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

1,192,947

% of shares held :

13.25%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

294,781

% of shares held change :

3.28%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	15	428,161	35.89%
	Increased Positions :	2	71,874	6.02%
	Unchanged Positions :	2	634,985	53.23%
	Decreased Positions :	0	0	0%
	Closed Positions :	2	-205,254	-17.21%
	Guru Positions :	0		0%

Charting Not Avaliable

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1	-	2024-03-31	1,203,998	$60,886,000	1,044,176
Sterling Wealth Management Inc.	2	-	2024-03-31	475,276	$24,035,000	44,049
DiNuzzo Private Wealth Inc.	18	-	2024-03-31	236,317	$11,951,000	32,559
Chicago Partners Investment Group LLC	78	-	2024-03-31	139,267	$7,040,000	1,495
PHILLIPS FINANCIAL MANAGEMENT LLC	48	-	2024-03-31	113,508	$5,740,000	66,732
ENVESTNET ASSET MANAGEMENT INC	1994	-	2024-03-31	95,094	$4,809,000	39,641
Root Financial Partners LLC	15	-	2024-03-31	77,111	$3,899,000	72,903
Onyx Financial Advisors LLC	5	-	2024-03-31	71,654	$3,624,000	39,775
Concord Wealth Partners	52	-	2024-03-31	50,650	$2,561,000	10,241
GREAT OAK CAPITAL PARTNERS LLC	15	-	2024-03-31	38,622	$1,953,000	17,334
Ruedi Wealth Management Inc.	19	-	2024-03-31	38,602	$1,952,000	15,646
COMMONWEALTH EQUITY SERVICES LLC.	1951	-	2024-03-31	29,464	$1,490,000	19,028
Strengthening Families & Communities LLC	98	-	2024-03-31	1,306	$66,000	812

13 Records found

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