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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
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 $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
VT
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 $819M AUM 18.29% 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

Babb Wealth Advisors's DUSB Position: Q1 2026 in Review

Babb Wealth Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.9% in Q1 2026, selling an estimated $794K and leaving 210,509 shares worth $10.7M. The position accounts for 5.84% of the portfolio, ranked #7.

Babb Wealth Advisors first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Babb Wealth Advisors held 210,509 shares of Dimensional Ultrashort Fixed Income ETF worth $10.7M as of Q1 2026.
  • Babb Wealth Advisors sold 15,649 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $794K.
  • Dimensional Ultrashort Fixed Income ETF made up 5.84% of Babb Wealth Advisors's portfolio in Q1 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 6 quarters since.
  • Babb Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $11.5M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Babb Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.