CUSIP 25434V591
DIMENSNL ULTRASHRT FIXED
152 institutions · $1.06B total · 21,016,931 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Planning Center, Inc. | 3,416,822 | $173.1M | 16.25% | 2025-12-31 |
| 2 | Prudent Man Investment Management, Inc. | 1,597,198 | $80.9M | 7.59% | 2025-12-31 |
| 3 | Root Financial Partners, LLC | 1,285,274 | $65.1M | 6.11% | 2025-12-31 |
| 4 | Vise Technologies, Inc. | 1,162,271 | $58.9M | 5.53% | 2025-12-31 |
| 5 | Financial Plan, Inc. | 895,485 | $45.4M | 4.26% | 2025-12-31 |
| 6 | SJS Investment Consulting Inc. | 642,934 | $32.6M | 3.05% | 2025-12-31 |
| 7 | DiNuzzo Private Wealth, Inc. | 565,854 | $28.7M | 2.69% | 2025-12-31 |
| 8 | SC&H Financial Advisors, Inc. | 539,150 | $27.3M | 2.56% | 2025-12-31 |
| 9 | Chicago Partners Investment Group LLC | 505,089 | $25.6M | 2.40% | 2025-12-31 |
| 10 | Sterling Wealth Management, Inc. | 471,891 | $23.9M | 2.24% | 2025-12-31 |
| 11 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 454,478 | $23.0M | 2.16% | 2025-12-31 |
| 12 | Savant Capital, LLC | 414,522 | $21.0M | 1.97% | 2025-12-31 |
| 13 | Rachor Investment Advisory Services, LLC | 373,013 | $18.9M | 1.77% | 2025-12-31 |
| 14 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 351,545 | $17.8M | 1.67% | 2025-12-31 |
| 15 | American Capital Advisory, LLC | 350,439 | $17.7M | 1.66% | 2025-12-31 |
| 16 | Three Arch Wealth Management LLC | 345,529 | $17.5M | 1.64% | 2025-12-31 |
| 17 | Pillar Financial Advisors, LLC | 323,503 | $16.4M | 1.53% | 2025-12-31 |
| 18 | TAGStone Capital, Inc. | 279,625 | $14.2M | 1.33% | 2025-12-31 |
| 19 | ProCore Advisors, LLC | 227,598 | $11.5M | 1.08% | 2025-12-31 |
| 20 | Babb Wealth Advisors LLC | 226,158 | $11.5M | 1.07% | 2025-12-31 |
| 21 | Hiley Hunt Wealth Management | 221,349 | $11.2M | 1.05% | 2025-12-31 |
| 22 | Johnson Wealth Management, LLC | 211,246 | $10.7M | 1.00% | 2025-12-31 |
| 23 | Mariner, LLC | 208,303 | $10.6M | 0.99% | 2025-12-31 |
| 24 | Onyx Financial Advisors, LLC | 204,666 | $10.4M | 0.97% | 2025-12-31 |
| 25 | New Dimensions Wealth Management, LLC | 190,927 | $9.7M | 0.90% | 2025-12-31 |
| 26 | Altiora Financial Group, LLC | 178,632 | $9.0M | 0.84% | 2025-12-31 |
| 27 | Moran Wealth Management, LLC | 175,926 | $8.9M | 0.83% | 2025-12-31 |
| 28 | WEALTHSPAN PARTNERS, LLC | 171,672 | $8.7M | 0.81% | 2025-12-31 |
| 29 | Foundry Financial LLC | 164,505 | $8.3M | 0.78% | 2025-12-31 |
| 30 | Ruedi Wealth Management, Inc. | 156,439 | $7.9M | 0.74% | 2025-12-31 |
| 31 | Tumwater Wealth Management, LLC | 156,210 | $7.9M | 0.74% | 2025-12-31 |
| 32 | Mattern Wealth Management LLC | 155,946 | $7.9M | 0.74% | 2025-12-31 |
| 33 | Parkwoods Wealth Partners, LLC | 150,855 | $7.6M | 0.71% | 2025-12-31 |
| 34 | Financial Symmetry Inc | 147,918 | $7.5M | 0.70% | 2025-12-31 |
| 35 | Arkadios Wealth Advisors | 146,270 | $7.4M | 0.69% | 2025-12-31 |
| 36 | Wolfstich Capital, LLC | 143,435 | $7.3M | 0.68% | 2025-12-31 |
| 37 | Shore Point Advisors, LLC | 139,500 | $7.1M | 0.66% | 2025-12-31 |
| 38 | Leading Edge Financial Planning LLC | 131,653 | $6.7M | 0.62% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 112,737 | $5.7M | 0.53% | 2025-12-31 |
| 40 | CLUNE & ASSOCIATES, LTD. | 107,567 | $5.4M | 0.51% | 2025-12-31 |
| 41 | Cogent Private Wealth, Inc. | 104,905 | $5.3M | 0.49% | 2025-12-31 |
| 42 | Creative Planning | 103,373 | $5.2M | 0.49% | 2025-12-31 |
| 43 | Index Fund Advisors, Inc. | 101,099 | $5.1M | 0.48% | 2025-12-31 |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98,947 | $5.0M | 0.47% | 2025-12-31 |
| 45 | AssuredPartners Investment Advisors, LLC | 89,907 | $4.6M | 0.42% | 2025-12-31 |
| 46 | DRAVO BAY LLC | 86,232 | $4.4M | 0.41% | 2025-12-31 |
| 47 | Kestra Advisory Services, LLC | 86,168 | $4.4M | 0.40% | 2025-12-31 |
| 48 | Dynamic Advisor Solutions LLC | 85,594 | $4.3M | 0.40% | 2025-12-31 |
| 49 | JANE STREET GROUP, LLC | 80,681 | $4.1M | 0.38% | 2025-12-31 |
| 50 | Concord Wealth Partners | 79,935 | $4.0M | 0.38% | 2025-12-31 |
| 51 | BRIGHT FINANCIAL ADVISORS, INC. | 79,458 | $4.0M | 0.37% | 2025-12-31 |
| 52 | Beacon Pointe Advisors, LLC | 74,267 | $3.8M | 0.35% | 2025-12-31 |
| 53 | Strathmore Capital Advisors, Inc. | 71,708 | $3.6M | 0.34% | 2025-12-31 |
| 54 | Quantum Financial Advisors, LLC | 68,986 | $3.5M | 0.32% | 2025-12-31 |
| 55 | GREAT OAK CAPITAL PARTNERS, LLC | 66,200 | $3.4M | 0.31% | 2025-12-31 |
| 56 | VANCE WEALTH, LLC | 66,062 | $3.3M | 0.31% | 2025-12-31 |
| 57 | Apollon Wealth Management, LLC | 65,500 | $3.3M | 0.31% | 2025-12-31 |
| 58 | FMB WEALTH MANAGEMENT | 62,573 | $3.2M | 0.29% | 2025-12-31 |
| 59 | Applied Capital LLC | 59,020 | $3.0M | 0.28% | 2025-12-31 |
| 60 | Pathstone Holdings, LLC | 57,893 | $2.9M | 0.27% | 2025-12-31 |
| 61 | RAYMOND JAMES FINANCIAL INC | 55,333 | $2.8M | 0.26% | 2025-12-31 |
| 62 | VESTIA PERSONAL WEALTH ADVISORS | 54,522 | $2.8M | 0.25% | 2025-12-31 |
| 63 | Financial Harvest, LLC | 54,235 | $2.7M | 0.25% | 2025-12-31 |
| 64 | Farther Finance Advisors, LLC | 51,674 | $2.6M | 0.24% | 2025-12-31 |
| 65 | Burk Holdings LLC | 50,056 | $2.5M | 0.23% | 2025-12-31 |
| 66 | ATLas Financial Planning LLC | 47,548 | $2.4M | 0.22% | 2025-12-31 |
| 67 | GOLDMAN SACHS GROUP INC | 46,988 | $2.4M | 0.22% | 2025-12-31 |
| 68 | Torren Management, LLC | 46,473 | $2.4M | 0.22% | 2025-12-31 |
| 69 | STUDIO INVESTMENT MANAGEMENT LLC | 40,737 | $2.1M | 0.19% | 2025-12-31 |
| 70 | MERCER GLOBAL ADVISORS INC /ADV | 40,000 | $2.0M | 0.19% | 2025-12-31 |
| 71 | McIlrath & Eck, LLC | 39,429 | $2.0M | 0.18% | 2025-12-31 |
| 72 | Family CFO Inc | 38,921 | $2.0M | 0.18% | 2025-12-31 |
| 73 | McCartney Wealth Management LLC | 35,177 | $1.8M | 0.16% | 2025-12-31 |
| 74 | Claris Financial LLC | 33,516 | $1.7M | 0.15% | 2025-12-31 |
| 75 | LRI Investments, LLC | 32,848 | $1.7M | 0.15% | 2025-12-31 |
| 76 | XY Planning Network, Inc. | 32,661 | $1.7M | 0.15% | 2025-12-31 |
| 77 | Financial Engines Advisors L.L.C. | 31,573 | $1.6M | 0.15% | 2025-12-31 |
| 78 | Balboa Wealth Partners | 30,232 | $1.5M | 0.14% | 2025-12-31 |
| 79 | PCA Investment Advisory Services Inc. | 29,260 | $1.5M | 0.13% | 2025-12-31 |
| 80 | HighTower Advisors, LLC | 28,442 | $1.4M | 0.13% | 2025-12-31 |
| 81 | Guardian Wealth Management, LLC | 27,172 | $1.4M | 0.12% | 2025-12-31 |
| 82 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 25,419 | $1.3M | 0.12% | 2025-12-31 |
| 83 | Porter White Investment Advisors, Inc. | 24,726 | $1.3M | 0.11% | 2025-12-31 |
| 84 | Forza Wealth Management, LLC | 24,700 | $1.3M | 0.11% | 2025-12-31 |
| 85 | Savvy Advisors, Inc. | 24,442 | $1.2M | 0.11% | 2025-12-31 |
| 86 | MB Generational Wealth, LLC | 23,776 | $1.2M | 0.11% | 2025-12-31 |
| 87 | PFG Advisors | 22,186 | $1.1M | 0.10% | 2025-12-31 |
| 88 | Core Wealth Management, Inc. | 21,833 | $1.1M | 0.10% | 2025-12-31 |
| 89 | Apella Capital, LLC | 21,289 | $1.1M | 0.10% | 2025-12-31 |
| 90 | White Wing Wealth Management | 20,334 | $1.0M | 0.09% | 2025-12-31 |
| 91 | MML INVESTORS SERVICES, LLC | 19,965 | $1.0M | 0.09% | 2025-12-31 |
| 92 | Miracle Mile Advisors, LLC | 19,667 | $996.1K | 0.09% | 2025-12-31 |
| 93 | ENVESTNET ASSET MANAGEMENT INC | 19,336 | $979.4K | 0.09% | 2025-12-31 |
| 94 | SpringVest Wealth Management LLC | 19,181 | $971.5K | 0.09% | 2025-12-31 |
| 95 | Meredith Wealth Planning | 18,892 | $956.9K | 0.08% | 2025-12-31 |
| 96 | LJI Wealth Management, LLC | 18,763 | $950.3K | 0.08% | 2025-12-31 |
| 97 | MASTER'S WEALTH MANAGEMENT INC. | 17,155 | $868.9K | 0.08% | 2025-12-31 |
| 98 | CARY STREET PARTNERS FINANCIAL LLC | 15,241 | $772.0K | 0.07% | 2025-12-31 |
| 99 | Live Oak Private Wealth LLC | 14,338 | $726.2K | 0.06% | 2025-12-31 |
| 100 | LPL Financial LLC | 14,297 | $724.2K | 0.06% | 2025-12-31 |
| 101 | Kane Co Wealth Management, Inc. | 14,224 | $720.4K | 0.06% | 2025-12-31 |
| 102 | Trailhead Planners LLC | 13,806 | $699.3K | 0.06% | 2025-12-31 |
| 103 | Aptus Capital Advisors, LLC | 12,812 | $648.9K | 0.06% | 2025-12-31 |
| 104 | CURIO WEALTH, LLC | 12,144 | $614.7K | 0.05% | 2025-12-31 |
| 105 | Corient Private Wealth LLC | 11,800 | $597.7K | 0.05% | 2025-12-31 |
| 106 | CYPRESS FINANCIAL PLANNING LLC | 11,778 | $596.6K | 0.05% | 2025-12-31 |
| 107 | COMMONWEALTH EQUITY SERVICES, LLC | 11,768 | $596.1K | 0.05% | 2025-12-31 |
| 108 | Hartmann Taylor Wealth Management, LLC | 10,501 | $531.9K | 0.04% | 2025-12-31 |
| 109 | ShankerValleau Wealth Advisors, Inc. | 9,510 | $481.7K | 0.04% | 2025-12-31 |
| 110 | Essential Planning, LLC. | 9,169 | $464.4K | 0.04% | 2025-12-31 |
| 111 | Pure Financial Advisors, LLC | 8,737 | $442.6K | 0.04% | 2025-12-31 |
| 112 | Schubert & Co | 7,877 | $399.0K | 0.03% | 2025-12-31 |
| 113 | Van Hulzen Asset Management, LLC | 7,730 | $391.5K | 0.03% | 2025-12-31 |
| 114 | Cypress Point Wealth Management, LLC | 7,621 | $386.0K | 0.03% | 2025-12-31 |
| 115 | COMERICA BANK | 7,340 | $371.8K | 0.03% | 2025-12-31 |
| 116 | Prime Capital Investment Advisors, LLC | 7,069 | $358.0K | 0.03% | 2025-12-31 |
| 117 | OSAIC HOLDINGS, INC. | 7,024 | $355.8K | 0.03% | 2025-12-31 |
| 118 | Geometric Wealth Advisors | 6,986 | $353.8K | 0.03% | 2025-12-31 |
| 119 | Acorn Wealth Advisors, LLC | 6,939 | $351.5K | 0.03% | 2025-12-31 |
| 120 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6,700 | $339.4K | 0.03% | 2025-12-31 |
| 121 | Eaton-Cambridge Inc. | 6,495 | $329.0K | 0.03% | 2025-12-31 |
| 122 | Evanson Asset Management, LLC | 6,413 | $324.8K | 0.03% | 2025-12-31 |
| 123 | Tower Research Capital LLC (TRC) | 6,124 | $310.2K | 0.02% | 2025-12-31 |
| 124 | Diversify Advisory Services, LLC | 6,092 | $309.3K | 0.02% | 2025-12-31 |
| 125 | Private Advisor Group, LLC | 6,023 | $305.1K | 0.02% | 2025-12-31 |
| 126 | WELLS FARGO & COMPANY/MN | 5,923 | $300.0K | 0.02% | 2025-12-31 |
| 127 | First Financial Group Corp | 5,912 | $299.4K | 0.02% | 2025-12-31 |
| 128 | TRUIST FINANCIAL CORP | 5,778 | $292.7K | 0.02% | 2025-12-31 |
| 129 | Wealthcare Advisory Partners LLC | 5,765 | $292.0K | 0.02% | 2025-12-31 |
| 130 | VSM Wealth Advisory, LLC | 5,625 | $284.9K | 0.02% | 2025-12-31 |
| 131 | OneDigital Investment Advisors LLC | 5,463 | $276.7K | 0.02% | 2025-12-31 |
| 132 | Alpha Financial Advisors, LLC | 5,230 | $264.9K | 0.02% | 2025-12-31 |
| 133 | CPA Asset Management LLC | 4,930 | $249.7K | 0.02% | 2025-12-31 |
| 134 | LEGACY FINANCIAL GROUP, INC. | 4,782 | $242.2K | 0.02% | 2025-12-31 |
| 135 | Strategic Investment Solutions, Inc. /IL | 4,643 | $235.8K | 0.02% | 2025-12-31 |
| 136 | FIRETHORN WEALTH PARTNERS, LLC | 4,499 | $227.9K | 0.02% | 2025-12-31 |
| 137 | Berger Financial Group, Inc | 4,289 | $217.2K | 0.02% | 2025-12-31 |
| 138 | EverSource Wealth Advisors, LLC | 4,188 | $212.1K | 0.01% | 2025-12-31 |
| 139 | BAKER TILLY WEALTH MANAGEMENT, LLC | 4,144 | $209.9K | 0.01% | 2025-12-31 |
| 140 | MASECO LLP | 3,212 | $162.7K | 0.01% | 2025-12-31 |
| 141 | GRAND WEALTH MANAGEMENT, LLC | 2,636 | $133.5K | 0.01% | 2025-12-31 |
| 142 | Washington Trust Advisors, Inc. | 2,219 | $112.4K | 0.01% | 2025-12-31 |
| 143 | Legacy Wealth Managment, LLC/ID | 1,813 | $91.8K | 0.00% | 2025-12-31 |
| 144 | Strengthening Families & Communities, LLC | 1,135 | $57.5K | 0.00% | 2025-12-31 |
| 145 | BANK OF MONTREAL /CAN/ | 1,000 | $50.6K | 0.00% | 2025-12-31 |
| 146 | MORGAN STANLEY | 607 | $30.7K | 0.00% | 2025-12-31 |
| 147 | IFP Advisors, Inc | 522 | $26.4K | 0.00% | 2025-12-31 |
| 148 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 487 | $24.7K | 0.00% | 2025-12-31 |
| 149 | Running Point Capital Advisors, LLC | 199 | $10.1K | 0.00% | 2025-12-31 |
| 150 | HHM Wealth Advisors, LLC | 109 | $5.5K | 0.00% | 2025-12-31 |
| 151 | Betterment LLC | 92,985 | $4.7K | 0.44% | 2025-12-31 |
| 152 | Coston, McIsaac & Partners | 91,175 | $4.6K | 0.43% | 2025-12-31 |