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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
Q2 		$5.19M Sell
102,137
-7,164
-7% -$364K 0.82% 29
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 $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

Altiora Financial Group's DUSB Position: Q2 2026 in Review

Altiora Financial Group reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.6% in Q2 2026, selling an estimated $364K and leaving 102,137 shares worth $5.19M. The position accounts for 0.82% of the portfolio, ranked #29.

Altiora Financial Group first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $11M in Q4 2024. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Altiora Financial Group held 102,137 shares of Dimensional Ultrashort Fixed Income ETF worth $5.19M as of Q2 2026.
  • Altiora Financial Group sold 7,164 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $364K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.82% of Altiora Financial Group's portfolio in Q2 2026, its #29 holding.
  • Altiora Financial Group first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Altiora Financial Group's Dimensional Ultrashort Fixed Income ETF position peaked at $11M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.