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 Q3	$4.94M	Buy	97,579 +25,519	+35%	+$1.29M	0.06%	185
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital's DUSB Position: Q3 2026 in Review

Apella Capital increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 35% in Q3 2026, buying an estimated $1.29M and bringing the position to 97,579 shares worth $4.94M. The position accounts for 0.06% of the portfolio, ranked #185.

Apella Capital first reported a position in DUSB in Q2 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Apella Capital held 97,579 shares of Dimensional Ultrashort Fixed Income ETF worth $4.94M as of Q3 2026.
Apella Capital bought 25,519 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $1.29M.
Dimensional Ultrashort Fixed Income ETF made up 0.06% of Apella Capital's portfolio in Q3 2026, its #185 holding.
Apella Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.