DIMENSIONAL ETF TRUST ULTR FIX INC ETF is a security (CUSIP 25434V591) tracked across SEC portfolio filings. 204 institutional managers reported $1.3B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.
Showing 15 of 204 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Planning Center, Inc. | MOLINE, IL | $186.8M | 3,678,554 |
| Root Financial Partners, LLC | ENCINITAS, CA | $94.8M | 1,866,250 |
| Prudent Man Investment Management, Inc. | LOUISVILLE, CO | $79.6M | 1,571,347 |
| Vise Technologies, Inc. | NEW YORK, NY | $58.9M | 1,162,271 |
| Financial Plan, Inc. | BELLINGHAM, WA | $41.5M | 817,942 |
| SJS Investment Consulting Inc. | SYLVANIA, OH | $37.5M | 737,985 |
| SC&H Financial Advisors, Inc. | HUNT VALLEY, MD | $32.8M | 645,927 |
| DiNuzzo Private Wealth, Inc. | BEAVER, PA | $31.7M | 623,822 |
| American Capital Advisory, LLC | KETCHUM, ID | $26.0M | 511,900 |
| Sterling Wealth Management, Inc. | Champaign, IL | $25.3M | 499,163 |
| Three Arch Wealth Management LLC | IRVINE, CA | $21.6M | 424,532 |
| Savant Capital, LLC | ROCKFORD, IL | $20.7M | 409,013 |
| Rachor Investment Advisory Services, LLC | Linden, MI | $19.9M | 392,443 |
| Pillar Financial Advisors, LLC | LOUISVILLE, KY | $19.6M | 386,385 |
| Chicago Partners Investment Group LLC | CHICAGO, IL | $19.4M | 383,636 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 99.44% |