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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,300
Closed -$421K – 64
2025
Q1 		$421K Sell
8,300
-285
-3% -$14.5K 0.3% 60
2024
Q4 		$434K Buy
+8,585
New +$436K 0.3% 61

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's DUSB Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2025, closing a stake of 8,300 shares — an estimated $421K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in DUSB in Q4 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2024. 127 funds tracked by Wall St. Rank hold DUSB as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 8,300 Dimensional Ultrashort Fixed Income ETF shares in Q2 2025, an estimated $421K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Dimensional Ultrashort Fixed Income ETF position peaked at $434K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.