Acorn Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Acorn Wealth Advisors’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
2026 Q3	$276K	Sell	5,472 -134	-2%	-$6.8K	0.07%	237
2026 Q2	$285K	Buy	5,606 +761	+16%	+$38.7K	0.07%	236
2026 Q1	$246K	Sell	4,845 -2,094	-30%	-$106K	0.07%	234
2025 Q4	$351K	Sell	6,939 -5,013	-42%	-$254K	0.1%	180
2025 Q3	$607K	Buy	11,952 +988	+9%	+$50.2K	0.19%	119
2025 Q2	$556K	Sell	10,964 -2,846	-21%	-$144K	0.21%	106
2025 Q1	$701K	Buy	13,810 +7,420	+116%	+$376K	0.29%	80
2024 Q4	$323K	Buy	+6,390	New	+$324K	0.13%	151

Other funds holding DUSB

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Acorn Wealth Advisors's DUSB Position: Q3 2026 in Review

Acorn Wealth Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 2.4% in Q3 2026, selling an estimated $6.8K and leaving 5,472 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #237.

Acorn Wealth Advisors first reported a position in DUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $701K in Q1 2025. 75 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Acorn Wealth Advisors held 5,472 shares of Dimensional Ultrashort Fixed Income ETF worth $276K as of Q3 2026.
Acorn Wealth Advisors sold 134 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $6.8K.
Dimensional Ultrashort Fixed Income ETF made up 0.07% of Acorn Wealth Advisors's portfolio in Q3 2026, its #237 holding.
Acorn Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Acorn Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $701K in Q1 2025.
75 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.