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Allworth Financial’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Allworth Financial’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 		$21.6K Sell
425
-16,554
-97% -$841K ﹤0.01% 3131
2026
Q1 		$861K Buy
+16,979
New +$862K ﹤0.01% 756
2024
Q2 		– Sell
-100
Closed -$5.07K – 3710
2024
Q1 		$5.07K Buy
+100
New +$5.05K ﹤0.01% 2401

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

Allworth Financial's DUSB Position: Q2 2026 in Review

Allworth Financial reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 97% in Q2 2026, selling an estimated $841K and leaving 425 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Allworth Financial first reported a position in DUSB in Q1 2024 and has held it in 3 quarters since. The position peaked at $861K in Q1 2026. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Allworth Financial held 425 shares of Dimensional Ultrashort Fixed Income ETF worth $21.6K as of Q2 2026.
  • Allworth Financial sold 16,554 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $841K.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3131 holding.
  • Allworth Financial first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 3 quarters since.
  • Allworth Financial's Dimensional Ultrashort Fixed Income ETF position peaked at $861K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.