Baker Tilly Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Baker Tilly Wealth Management’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	$214K	Buy	4,214 +39	+0.9%	+$1.98K	0.05%	271
2026 Q1	$212K	Buy	4,175 +31	+0.7%	+$1.57K	0.05%	270
2025 Q4	$210K	Buy	4,144 +53	+1%	+$2.69K	0.05%	277
2025 Q3	$208K	Buy	4,091 +44	+1%	+$2.23K	0.05%	265
2025 Q2	$205K	Buy	4,047 +44	+1%	+$2.23K	0.07%	227
2025 Q1	$203K	Buy	+4,003	New	+$203K	0.08%	227

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

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 Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Baker Tilly Wealth Management's DUSB Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.93% in Q2 2026, buying an estimated $1.98K and bringing the position to 4,214 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #271.

Baker Tilly Wealth Management first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Baker Tilly Wealth Management held 4,214 shares of Dimensional Ultrashort Fixed Income ETF worth $214K as of Q2 2026.
Baker Tilly Wealth Management bought 39 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.98K.
Dimensional Ultrashort Fixed Income ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #271 holding.
Baker Tilly Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.