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Balboa Wealth Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Balboa Wealth Partners’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 		$1.62M Sell
31,996
-631
-2% -$32K 0.22% 75
2026
Q1 		$1.65M Buy
32,627
+2,395
+8% +$122K 0.28% 59
2025
Q4 		$1.53M Buy
+30,232
New +$1.53M 0.25% 63

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

Balboa Wealth Partners's DUSB Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1.9% in Q2 2026, selling an estimated $32K and leaving 31,996 shares worth $1.62M. The position accounts for 0.22% of the portfolio, ranked #75.

Balboa Wealth Partners first reported a position in DUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q1 2026. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Balboa Wealth Partners held 31,996 shares of Dimensional Ultrashort Fixed Income ETF worth $1.62M as of Q2 2026.
  • Balboa Wealth Partners sold 631 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $32K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.22% of Balboa Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Balboa Wealth Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $1.65M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.