BWA
DUSB icon

BCU Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

BCU 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
2025
Q1 		– Sell
-20,994
Closed -$1.06M – 53
2024
Q4 		$1.06M Buy
+20,994
New +$1.07M 0.61% 18

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

BCU Wealth Advisors's DUSB Position: Q1 2025 in Review

BCU Wealth Advisors sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2025, closing a stake of 20,994 shares — an estimated $1.06M sold.

BCU Wealth Advisors first reported a position in DUSB in Q4 2024 and held it in 1 quarter. The position peaked at $1.06M in Q4 2024. 112 funds tracked by Wall St. Rank hold DUSB as of Q1 2025.

  • BCU Wealth Advisors reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • BCU Wealth Advisors sold 20,994 Dimensional Ultrashort Fixed Income ETF shares in Q1 2025, an estimated $1.06M.
  • BCU Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • BCU Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $1.06M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2025.

Based on BCU Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.