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

Babb 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 		$11M Buy
217,424
+6,915
+3% +$351K 5.32% 7
2026
Q1 		$10.7M Sell
210,509
-15,649
-7% -$794K 5.84% 7
2025
Q4 		$11.5M Buy
226,158
+54,615
+32% +$2.77M 6.47% 6
2025
Q3 		$8.71M Buy
171,543
+53,678
+46% +$2.73M 5.66% 7
2025
Q2 		$5.98M Sell
117,865
-2,992
-2% -$152K 4.42% 7
2025
Q1 		$6.13M Buy
120,857
+16,632
+16% +$844K 4.91% 7
2024
Q4 		$5.27M Buy
+104,225
New +$5.29M 4.25% 7

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

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

Babb Wealth Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.3% in Q2 2026, buying an estimated $351K and bringing the position to 217,424 shares worth $11M. The position accounts for 5.32% of the portfolio, ranked #7.

Babb Wealth Advisors first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5M in Q4 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Babb Wealth Advisors held 217,424 shares of Dimensional Ultrashort Fixed Income ETF worth $11M as of Q2 2026.
  • Babb Wealth Advisors bought 6,915 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $351K.
  • Dimensional Ultrashort Fixed Income ETF made up 5.32% of Babb Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Babb Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Babb Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $11.5M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Babb Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.