Institutional Ownership
Dimensnl Ultrashrt Fixed
CUSIP 25434V591UIEDUSBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
190
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Planning Center, Inc. | 3.55M | $180.15M |
| 2 | Prudent Man Investment Management, Inc. | 1.60M | $80.90M |
| 3 | Root Financial Partners, LLC | 1.51M | $76.79M |
| 4 | Vise Technologies, Inc. | 1.16M | $58.87M |
| 5 | Financial Plan, Inc. | 817.9K | $41.48M |
| 6 | Sjs Investment Consulting Inc. | 737.7K | $37.41M |
| 7 | Sc&H Financial Advisors, Inc. | 607.3K | $30.80M |
| 8 | Dinuzzo Private Wealth, Inc. | 568.3K | $28.82M |
| 9 | Phillips Financial Management, LLC | 515.0K | $26.12M |
| 10 | Sterling Wealth Management, Inc. | 495.0K | $25.10M |