APFP
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Action Point Financial Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Action Point Financial Planning’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
Q2 		$7.26M Buy
+142,983
New +$7.26M 0.74% 36

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Action Point Financial Planning's DUSB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026: 142,983 shares worth $7.26M. The stake represents 0.74% of the portfolio and ranks #36 among its holdings.

185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Action Point Financial Planning held 142,983 shares of Dimensional Ultrashort Fixed Income ETF worth $7.26M as of Q2 2026.
  • Dimensional Ultrashort Fixed Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • Dimensional Ultrashort Fixed Income ETF made up 0.74% of Action Point Financial Planning's portfolio in Q2 2026, its #36 holding.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.