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Get Institutions for : 
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: 19    13
Total shares held : 
 1,192,947  
% of shares held : 
 13.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 294,781  
% of shares held change : 
   3.28%  
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

  Page 1 of 1  
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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
   Strategic Investment Solutions Inc. /IL 19 *New 2023-12-31 81,560 $4,104,000 81,560
   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
   Apollon Wealth Management LLC 214 *New 2024-03-31 54,500 $2,756,000 54,500
   JANE STREET GROUP LLC 1876 - 2024-03-31 53,888 $2,725,000 -29,137
   Concord Wealth Partners 52 - 2024-03-31 50,650 $2,561,000 10,241
   BRIGHT FINANCIAL ADVISORS INC. 15 - 2024-03-31 45,067 $2,282,000 0
   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
   WEALTHSPAN PARTNERS LLC 29 *New 2024-03-31 21,850 $1,105,000 21,850
   Applied Capital LLC 27 *New 2024-03-31 19,570 $990,000 19,570
   CREATIVE PLANNING 1531 *New 2024-03-31 15,108 $764,000 15,108
   Core Wealth Management Inc. 10 *New 2024-03-31 14,016 $709,000 14,016
   Evanson Asset Management LLC 230 *New 2024-03-31 6,379 $323,000 6,379
   Cypress Point Wealth Management LLC 61 *New 2024-03-31 5,770 $292,000 5,770
   Rehmann Capital Advisory Group 463 - 2024-03-31 5,588 $283,000 -412
   FLOW TRADERS U.S. LLC 564 *New 2024-03-31 5,062 $256,000 5,062
   Prime Capital Investment Advisors LLC 846 *New 2024-03-31 4,802 $243,000 4,802
   Meredith Wealth Planning 40 *New 2024-03-31 4,365 $221,000 4,365
   LEGACY FINANCIAL GROUP INC. 70 - 2024-03-31 4,124 $209,000 -459
   Van Hulzen Asset Management LLC 305 *New 2024-03-31 4,000 $202,000 4,000
   LAM GROUP INC. 71 - 2024-03-31 2,420 $122,000 0
   Strengthening Families & Communities LLC 98 - 2024-03-31 1,306 $66,000 812
   HANSON MCCLAIN, INC. 2407 *New 2024-03-31 100 $5,000 100
   FMR LLC 5266 *Closed 2024-03-31 0 $0 -19
   Annapolis Financial Services LLC 438 *Closed 2024-03-31 0 $0 -7,922
   PROEQUITIES INC. 7862 - 2024-03-31 0 $0 0
  34 Records found
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