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 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 $987M AUM 12.22% 1-Year Est. Return

PMIM

Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

SWM

Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Alpha Financial Advisors's DUSB Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 21% in Q1 2026, selling an estimated $55.1K and leaving 4,145 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #62.

Alpha Financial Advisors first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $266K in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Alpha Financial Advisors held 4,145 shares of Dimensional Ultrashort Fixed Income ETF worth $210K as of Q1 2026.
Alpha Financial Advisors sold 1,085 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $55.1K.
Dimensional Ultrashort Fixed Income ETF made up 0.06% of Alpha Financial Advisors's portfolio in Q1 2026, its #62 holding.
Alpha Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Alpha Financial Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $266K in Q3 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.