Apella Capital’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Apella Capital’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	$3.66M	Sell	72,060 -22,122	-23%	-$1.12M	0.05%	200
2026 Q1	$4.79M	Buy	94,182 +72,893	+342%	+$3.7M	0.07%	163
2025 Q4	$1.08M	Buy	21,289 +13,400	+170%	+$680K	0.02%	267
2025 Q3	$401K	Sell	7,889 -6,893	-47%	-$350K	0.01%	359
2025 Q2	$751K	Hold	14,782	–	–	0.02%	252
2025 Q1	$749K	Buy	+14,782	New	+$750K	0.03%	222
2024 Q3	–	Sell	-3,950	Closed	-$200K	–	321
2024 Q2	$200K	Buy	+3,950	New	+$200K	0.01%	302

Other funds holding DUSB

DPW

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

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

3FI

3 Factor Indexing Sacramento, California $118M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital's DUSB Position: Q2 2026 in Review

Apella Capital reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 23% in Q2 2026, selling an estimated $1.12M and leaving 72,060 shares worth $3.66M. The position accounts for 0.05% of the portfolio, ranked #200.

Apella Capital first reported a position in DUSB in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.79M in Q1 2026. 40 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Apella Capital held 72,060 shares of Dimensional Ultrashort Fixed Income ETF worth $3.66M as of Q2 2026.
Apella Capital sold 22,122 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.12M.
Dimensional Ultrashort Fixed Income ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #200 holding.
Apella Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
Apella Capital's Dimensional Ultrashort Fixed Income ETF position peaked at $4.79M in Q1 2026.
40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.