Arkadios Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Arkadios Wealth 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	$7.69M	Sell	151,658 -17,654	-10%	-$896K	0.13%	188
2025 Q4	$8.58M	Buy	169,312 +29,677	+21%	+$1.51M	0.17%	137
2025 Q3	$7.09M	Buy	139,635 +25,940	+23%	+$1.32M	0.17%	135
2025 Q2	$5.77M	Sell	113,695 -52,799	-32%	-$2.68M	0.17%	133
2025 Q1	$8.45M	Buy	166,494 +18,810	+13%	+$954K	0.32%	57
2024 Q4	$7.47M	Sell	147,684 -136,344	-48%	-$6.92M	0.41%	54
2024 Q3	$14.4M	Buy	284,028 +6,307	+2%	+$320K	0.82%	20
2024 Q2	$14.1M	Buy	+277,721	New	+$14.1M	0.95%	17

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

Arkadios Wealth Advisors's DUSB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 10% in Q1 2026, selling an estimated $896K and leaving 151,658 shares worth $7.69M. The position accounts for 0.13% of the portfolio, ranked #188.

Arkadios Wealth Advisors first reported a position in DUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.4M in Q3 2024. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Arkadios Wealth Advisors held 151,658 shares of Dimensional Ultrashort Fixed Income ETF worth $7.69M as of Q1 2026.
Arkadios Wealth Advisors sold 17,654 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $896K.
Dimensional Ultrashort Fixed Income ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #188 holding.
Arkadios Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $14.4M in Q3 2024.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.