Avestar Capital
DUSB icon

Avestar Capital’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Avestar 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
Q2 		$15.1M Buy
296,914
+23,601
+9% +$1.2M 0.84% 19
2026
Q1 		$13.9M Buy
+273,313
New +$13.9M 0.89% 20

Other funds holding DUSB

Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM

Avestar Capital's DUSB Position: Q2 2026 in Review

Avestar Capital increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 8.6% in Q2 2026, buying an estimated $1.2M and bringing the position to 296,914 shares worth $15.1M. The position accounts for 0.84% of the portfolio, ranked #19.

Avestar Capital first reported a position in DUSB in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Avestar Capital held 296,914 shares of Dimensional Ultrashort Fixed Income ETF worth $15.1M as of Q2 2026.
  • Avestar Capital bought 23,601 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.2M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.84% of Avestar Capital's portfolio in Q2 2026, its #19 holding.
  • Avestar Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.