DUSB · Insider trading · 13F holders · Congress trades
Dimensional Ultrashort Fixed Income ETF (DUSB)
Who is buying and selling DUSB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 96
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DUSB at a glance
- No open-market insider purchases or sales of DUSB were filed in the last 90 days.
- 96 13F filers hold DUSB among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Prudent Man Investment Management, Inc. (27.2%), Planning Center, Inc. (17.6%) and Financial Harvest, LLC (17.0%). In their latest 13Fs, 2 managers opened a new position and 39 added to one.
- No member of Congress has disclosed a trade in DUSB.
DUSB insider trading
No open-market insider purchases or sales of DUSB were filed in the last 90 days.
Who owns DUSB? Hedge funds and superinvestors
96 13F filers hold DUSB among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Prudent Man Investment Management, Inc. (27.2%), Planning Center, Inc. (17.6%) and Financial Harvest, LLC (17.0%). In their latest 13Fs, 2 managers opened a new position and 39 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Planning Center, Inc.Wealth manager | 17.6% | $186.8M | 3,678,554 | +3.5% shares | Q2 2026 |
| Root Financial Partners, LLCWealth manager | 3.6% | $105.8M | 2,095,779 | +12.3% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 0.9% | $103.8M | 2,056,677 | +15.1% shares | Q3 2026 |
| Prudent Man Investment Management, Inc.Wealth manager | 27.2% | $79.6M | 1,571,347 | -1.6% shares | Q2 2026 |
| SJS Investment Consulting Inc.Wealth manager | 4.3% | $43.0M | 851,435 | +15.4% shares | Q3 2026 |
| Financial Harvest, LLCWealth manager | 17.0% | $36.2M | 717,493 | -13.7% shares | Q3 2026 |
| SC&H Financial Advisors, Inc.Wealth manager | 4.9% | $35.3M | 698,875 | +8.2% shares | Q3 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 3.2% | $31.9M | 632,046 | +1.3% shares | Q3 2026 |
| Financial Plan, Inc.Wealth manager | 2.8% | $29.8M | 587,139 | -28.2% shares | Q2 2026 |
| American Capital Advisory, LLCWealth manager | 9.3% | $27.3M | 540,616 | +5.6% shares | Q3 2026 |
| Sterling Wealth Management, Inc.Wealth manager | 6.7% | $25.9M | 512,638 | +2.7% shares | Q3 2026 |
| Pillar Financial Advisors, LLCWealth manager | 14.0% | $25.7M | 508,190 | +31.5% shares | Q3 2026 |
| Three Arch Wealth Management LLCWealth manager | 4.0% | $25.2M | 498,598 | +17.4% shares | Q3 2026 |
| Foundry Financial LLCWealth manager | 6.6% | $21.2M | 419,599 | +58.2% shares | Q3 2026 |
| Phillips Financial Management, LLCWealth manager | 1.6% | $20.9M | 413,302 | +14.3% shares | Q3 2026 |
| Rachor Investment Advisory Services, LLCWealth manager | 9.8% | $20.3M | 402,498 | +2.6% shares | Q3 2026 |
| Aspen Capital Management, LLCWealth manager | 3.9% | $17.8M | 351,153 | +640.8% shares | Q2 2026 |
| Hiley Hunt Wealth ManagementWealth manager | 5.5% | $14.1M | 278,593 | +11.1% shares | Q3 2026 |
| Onyx Financial Advisors, LLCWealth manager | 4.8% | $13.5M | 266,427 | +5.0% shares | Q3 2026 |
| Johnson Wealth Management, LLCWealth manager | 5.6% | $13.1M | 258,411 | +14.0% shares | Q2 2026 |
| Avestar Capital, LLCWealth manager | 1.1% | $13.1M | 259,689 | -12.5% shares | Q3 2026 |
| Babb Wealth Advisors LLCWealth manager | 5.3% | $11.0M | 217,424 | +3.3% shares | Q2 2026 |
| TAGStone Capital, Inc.Wealth manager | 3.4% | $10.6M | 209,246 | -8.3% shares | Q2 2026 |
| Financial Symmetry IncWealth manager | 3.4% | $10.6M | 210,421 | +8.8% shares | Q3 2026 |
| New Dimensions Wealth Management, LLCWealth manager | 7.7% | $10.1M | 199,748 | +1.0% shares | Q2 2026 |
| Market Street Wealth Management Advisors LLCWealth manager | 1.4% | $9.9M | 195,742 | -44.1% shares | Q3 2026 |
| Tumwater Wealth Management, LLCWealth manager | 3.5% | $9.8M | 193,333 | +4.8% shares | Q2 2026 |
| Wolfstich Capital, LLCWealth manager | 7.9% | $9.7M | 191,613 | -10.5% shares | Q3 2026 |
| Wealthspan Partners, LLCWealth manager | 2.7% | $8.7M | 171,441 | +7.7% shares | Q2 2026 |
| Ruedi Wealth Management, Inc.Wealth manager | 2.0% | $8.3M | 164,162 | +8.7% shares | Q2 2026 |
The 30 largest of 96 positions, by value. Each manager counts with its latest 13F (Q3 2026: 45, Q2 2026: 50, Q1 2026: 1). Screen DUSB in the grand portfolio →
DUSB stock trades by members of Congress
No member of Congress has disclosed a trade in DUSB.
DUSB questions and answers
Are insiders buying DUSB stock?
No open-market insider purchases or sales of DUSB were filed in the last 90 days.
Which hedge funds own DUSB?
96 13F filers hold DUSB among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Prudent Man Investment Management, Inc. (27.2%), Planning Center, Inc. (17.6%) and Financial Harvest, LLC (17.0%). In their latest 13Fs, 2 managers opened a new position and 39 added to one.
Has Congress traded DUSB?
No member of Congress has disclosed a trade in DUSB.
Who is the largest holder of DUSB?
Among 13F filers, Planning Center, Inc. reports the largest DUSB position, $186.8M (3,678,554 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Prudent Man Investment Management, Inc.'s: 27.2% of its portfolio.
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