Institutional Ownership
Dimensnl Ultrashrt Fixed
CUSIP 25434V591UIEDUSBQ1 2026
Institutional Holders
190
13F filers
Shares Held
23.60M
Aggregate institutional
Institutional Value
$1.18B
Q1 2026
Net New Holders
+26
32 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions32
Increased95
Decreased49
Sold out6
Institutional Holders
190 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Planning Center, Inc. | 3.55M | $180.15M | +135.8K | Added |
| 2 | Prudent Man Investment Management, Inc. | 1.60M | $80.90M | −185 | Reduced |
| 3 | Root Financial Partners, LLC | 1.51M | $76.79M | +229.1K | Added |
| 4 | Vise Technologies, Inc. | 1.16M | $58.87M | 0 | Held |
| 5 | Financial Plan, Inc. | 817.9K | $41.48M | −77.5K | Reduced |
| 6 | Sjs Investment Consulting Inc. | 737.7K | $37.41M | +94.8K | Added |
| 7 | Sc&H Financial Advisors, Inc. | 607.3K | $30.80M | +68.2K | Added |
| 8 | Dinuzzo Private Wealth, Inc. | 568.3K | $28.82M | +2.4K | Added |
| 9 | Phillips Financial Management, LLC | 515.0K | $26.12M | +60.6K | Added |
| 10 | Sterling Wealth Management, Inc. | 495.0K | $25.10M | +23.2K | Added |
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