Who Owns DFA Ultra Short Bond ETF (DUSB)? -- Institutional Holders (2026-06-30)

209 institutions reported holding $1.36B of DFA Ultra Short Bond ETF (DUSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Planning Center, Inc. ($186.8M), Root Financial Partners, LLC ($94.8M), Vise Technologies, Inc. ($90.7M), Prudent Man Investment Management, Inc. ($79.6M), Savant Capital, LLC ($51.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Planning Center, Inc.$186.8M3.7MAdded
2Root Financial Partners, LLC$94.8M1.9MAdded
3Vise Technologies, Inc.$90.7M1.8MAdded
4Prudent Man Investment Management, Inc.$79.6M1.6MTrimmed
5Savant Capital, LLC$51.8M1.0MAdded
6Financial Harvest, LLC$42.2M831,400Added
7SJS Investment Consulting Inc.$37.5M737,985Added
8SC&H Financial Advisors, Inc.$32.8M645,927Added
9DiNuzzo Private Wealth, Inc.$31.7M623,822Added
10Financial Plan, Inc.$29.8M587,139Trimmed
11American Capital Advisory, LLC$26.0M511,900Added
12Sterling Wealth Management, Inc.$25.3M499,163Added
13Three Arch Wealth Management LLC$21.6M424,532Added
14Rachor Investment Advisory Services, LLC$19.9M392,443Added
15Pillar Financial Advisors, LLC$19.6M386,385Added
16Chicago Partners Investment Group LLC$19.4M383,636Trimmed
17PHILLIPS FINANCIAL MANAGEMENT, LLC$18.4M361,664Trimmed
18Aspen Capital Management, LLC$17.8M351,153Added
19MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$17.8M350,343Added
20Avestar Capital, LLC$15.1M296,914Added
21Foundry Financial LLC$13.5M265,312Added
22Johnson Wealth Management, LLC$13.1M258,411Added
23Mariner, LLC$13.0M255,920Added
24Onyx Financial Advisors, LLC$12.9M253,807Added
25Hiley Hunt Wealth Management$12.7M250,727Added

Source: SEC Form 13F filings · as of 2026-06-30