Stock ownership · SEC 13F · Q4 2025

DIMENSNL ULTRASHRT FIXED

Who owns DIMENSNL ULTRASHRT FIXED (CUSIP 25434V591)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$365K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $365K in DIMENSNL ULTRASHRT FIXED positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$365K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25434V591 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.4M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - DIMENSNL ULTRASHRT FIXED's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 6,700 $339K 92.9%
2 Strategic Investment Solutions, Inc. /IL 510 $26K 7.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSNL ULTRASHRT FIXED's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $339K
Strategic Investment Solutions, Inc. /IL $26K

Frequently Asked Questions

How many institutions hold DIMENSNL ULTRASHRT FIXED?▼
DIMENSNL ULTRASHRT FIXED is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIMENSNL ULTRASHRT FIXED?▼
Institutions report $365K of DIMENSNL ULTRASHRT FIXED as of Q4 2025.
How concentrated is ownership of DIMENSNL ULTRASHRT FIXED?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSNL ULTRASHRT FIXED, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIMENSNL ULTRASHRT FIXED?▼
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is the largest reported holder of DIMENSNL ULTRASHRT FIXED with $339K across 6,700 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.