AAS
DUSB icon

Avantax Advisory Services’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$243K Buy
4,797
+278
+6% +$14.1K ﹤0.01% 2070
2025
Q1 		$229K Buy
4,519
+318
+8% +$16.1K ﹤0.01% 2015
2024
Q4 		$213K Buy
+4,201
New +$213K ﹤0.01% 2024

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 $293M AUM 17.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Avantax Advisory Services's DUSB Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.2% in Q2 2025, buying an estimated $14.1K and bringing the position to 4,797 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Avantax Advisory Services first reported a position in DUSB in Q4 2024 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold DUSB as of Q2 2025.

  • Avantax Advisory Services held 4,797 shares of Dimensional Ultrashort Fixed Income ETF worth $243K as of Q2 2025.
  • Avantax Advisory Services bought 278 Dimensional Ultrashort Fixed Income ETF shares in Q2 2025, an estimated $14.1K.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2070 holding.
  • Avantax Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.