AWM
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AE Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-1,088
Closed -$55K – 2185
2024
Q4 		$55K Buy
+1,088
New +$55.2K ﹤0.01% 1543

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 10.22% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

AE Wealth Management's DUSB Position: Q1 2025 in Review

AE Wealth Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2025, closing a stake of 1,088 shares — an estimated $55K sold.

AE Wealth Management first reported a position in DUSB in Q4 2024 and held it in 1 quarter. The position peaked at $55K in Q4 2024. 113 funds tracked by Wall St. Rank hold DUSB as of Q1 2025.

  • AE Wealth Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,088 Dimensional Ultrashort Fixed Income ETF shares in Q1 2025, an estimated $55K.
  • AE Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $55K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.