AssuredPartners Investment Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

AssuredPartners Investment 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	$4.66M	Buy	91,892 +1,985	+2%	+$101K	0.51%	50
2025 Q4	$4.55M	Buy	89,907 +10,406	+13%	+$528K	0.68%	35
2025 Q3	$4.04M	Buy	79,501 +28,474	+56%	+$1.45M	0.9%	29
2025 Q2	$2.59M	Buy	+51,027	New	+$2.59M	0.63%	37

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 $919M AUM 23.4% 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

AssuredPartners Investment Advisors's DUSB Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 2.2% in Q1 2026, buying an estimated $101K and bringing the position to 91,892 shares worth $4.66M. The position accounts for 0.51% of the portfolio, ranked #50.

AssuredPartners Investment Advisors first reported a position in DUSB in Q2 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

AssuredPartners Investment Advisors held 91,892 shares of Dimensional Ultrashort Fixed Income ETF worth $4.66M as of Q1 2026.
AssuredPartners Investment Advisors bought 1,985 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $101K.
Dimensional Ultrashort Fixed Income ETF made up 0.51% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #50 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.