Bay Harbor Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Bay Harbor 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	$914	Buy	+18	New	+$914	﹤0.01%	903

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

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

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Bay Harbor Wealth Management's DUSB Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026: 18 shares worth $914. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Bay Harbor Wealth Management held 18 shares of Dimensional Ultrashort Fixed Income ETF worth $914 as of Q2 2026.
Dimensional Ultrashort Fixed Income ETF was a new Bay Harbor Wealth Management position in Q2 2026.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #903 holding.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.