# DIMENSIONAL ETF TRUST ULTR FIX INC ETF

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.

## Summary

- Issuer: DIMENSIONAL ETF TRUST
- Class: ULTR FIX INC ETF
- CUSIP: 25434V591
- Asset category: EC
- 13F holders: 204
- 13F value: $1.3B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 204 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Planning Center, Inc.](https://search.stillhousedata.com/firm/118994) | MOLINE, IL | $186.8M | 3,678,554 |
| [Root Financial Partners, LLC](https://search.stillhousedata.com/firm/290289) | 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.](https://search.stillhousedata.com/firm/116073) | BELLINGHAM, WA | $41.5M | 817,942 |
| SJS Investment Consulting Inc. | SYLVANIA, OH | $37.5M | 737,985 |
| [SC&H Financial Advisors, Inc.](https://search.stillhousedata.com/firm/120666) | HUNT VALLEY, MD | $32.8M | 645,927 |
| [DiNuzzo Private Wealth, Inc.](https://search.stillhousedata.com/firm/112778) | BEAVER, PA | $31.7M | 623,822 |
| [American Capital Advisory, LLC](https://search.stillhousedata.com/firm/141944) | KETCHUM, ID | $26.0M | 511,900 |
| [Sterling Wealth Management, Inc.](https://search.stillhousedata.com/firm/131304) | 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](https://search.stillhousedata.com/firm/105495) | Linden, MI | $19.9M | 392,443 |
| [Pillar Financial Advisors, LLC](https://search.stillhousedata.com/firm/121880) | LOUISVILLE, KY | $19.6M | 386,385 |
| [Chicago Partners Investment Group LLC](https://search.stillhousedata.com/firm/147662) | CHICAGO, IL | $19.4M | 383,636 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 99.44% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/25434V591.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.