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

Altiora Financial Group’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	$5.54M	Sell	109,301 -69,331	-39%	-$3.52M	0.91%	28
2025 Q4	$9.05M	Sell	178,632 -21,040	-11%	-$1.07M	1.56%	17
2025 Q3	$10.1M	Sell	199,672 -9,654	-5%	-$490K	1.85%	14
2025 Q2	$10.6M	Sell	209,326 -6,883	-3%	-$349K	2.08%	12
2025 Q1	$11M	Sell	216,209 -1,716	-0.8%	-$87K	2.33%	12
2024 Q4	$11M	Buy	217,925 +28,026	+15%	+$1.42M	2.4%	11
2024 Q3	$9.64M	Buy	189,899 +109,292	+136%	+$5.54M	2.13%	13
2024 Q2	$4.08M	Buy	+80,607	New	+$4.08M	0.98%	21

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

Altiora Financial Group's DUSB Position: Q1 2026 in Review

Altiora Financial Group reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 39% in Q1 2026, selling an estimated $3.52M and leaving 109,301 shares worth $5.54M. The position accounts for 0.91% of the portfolio, ranked #28.

Altiora Financial Group first reported a position in DUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $11M in Q4 2024. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Altiora Financial Group held 109,301 shares of Dimensional Ultrashort Fixed Income ETF worth $5.54M as of Q1 2026.
Altiora Financial Group sold 69,331 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $3.52M.
Dimensional Ultrashort Fixed Income ETF made up 0.91% of Altiora Financial Group's portfolio in Q1 2026, its #28 holding.
Altiora Financial Group first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
Altiora Financial Group's Dimensional Ultrashort Fixed Income ETF position peaked at $11M in Q4 2024.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.