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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
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 $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

Balboa Wealth Partners's DUSB Position: Q1 2026 in Review

Balboa Wealth Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 7.9% in Q1 2026, buying an estimated $122K and bringing the position to 32,627 shares worth $1.65M. The position accounts for 0.28% of the portfolio, ranked #59.

Balboa Wealth Partners first reported a position in DUSB in Q4 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Balboa Wealth Partners held 32,627 shares of Dimensional Ultrashort Fixed Income ETF worth $1.65M as of Q1 2026.
  • Balboa Wealth Partners bought 2,395 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $122K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.28% of Balboa Wealth Partners's portfolio in Q1 2026, its #59 holding.
  • Balboa Wealth Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.