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

Alpha Financial 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
Q2 		– Sell
-4,145
Closed -$210K – 116
2026
Q1 		$210K Sell
4,145
-1,085
-21% -$55.1K 0.06% 62
2025
Q4 		$265K Hold
5,230
– – 0.08% 55
2025
Q3 		$266K Hold
5,230
– – 0.09% 53
2025
Q2 		$265K Hold
5,230
– – 0.1% 51
2025
Q1 		$265K Buy
+5,230
New +$265K 0.12% 41

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

Alpha Financial Advisors's DUSB Position: Q2 2026 in Review

Alpha Financial Advisors sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026, closing a stake of 4,145 shares — an estimated $210K sold.

Alpha Financial Advisors first reported a position in DUSB in Q1 2025 and held it in 5 quarters. The position peaked at $266K in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Alpha Financial Advisors reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Alpha Financial Advisors sold 4,145 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $210K.
  • Alpha Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and held it in 5 quarters.
  • Alpha Financial Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $266K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.