AWA
DUSB icon

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
Q2 		$8.54M Buy
168,178
+16,520
+11% +$839K 0.13% 177
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 $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

Arkadios Wealth Advisors's DUSB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 11% in Q2 2026, buying an estimated $839K and bringing the position to 168,178 shares worth $8.54M. The position accounts for 0.13% of the portfolio, ranked #177.

Arkadios Wealth Advisors first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q3 2024. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Arkadios Wealth Advisors held 168,178 shares of Dimensional Ultrashort Fixed Income ETF worth $8.54M as of Q2 2026.
  • Arkadios Wealth Advisors bought 16,520 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $839K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Arkadios Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Arkadios Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $14.4M in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.