Beacon Pointe Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Beacon Pointe 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
2026 Q2	$7.11M	Buy	140,047 +13,591	+11%	+$690K	0.03%	428
2026 Q1	$6.41M	Buy	126,456 +52,189	+70%	+$2.65M	0.03%	417
2025 Q4	$3.76M	Buy	74,267 +1,136	+2%	+$57.7K	0.03%	462
2025 Q3	$3.71M	Buy	73,131 +54,537	+293%	+$2.77M	0.03%	415
2025 Q2	$944K	Buy	18,594 +5,439	+41%	+$276K	0.01%	688
2025 Q1	$667K	Sell	13,155 -146	-1%	-$7.41K	0.01%	751
2024 Q4	$673K	Buy	+13,301	New	+$675K	0.01%	738

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

Beacon Pointe Advisors's DUSB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 11% in Q2 2026, buying an estimated $690K and bringing the position to 140,047 shares worth $7.11M. The position accounts for 0.03% of the portfolio, ranked #428.

Beacon Pointe Advisors first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Beacon Pointe Advisors held 140,047 shares of Dimensional Ultrashort Fixed Income ETF worth $7.11M as of Q2 2026.
Beacon Pointe Advisors bought 13,591 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $690K.
Dimensional Ultrashort Fixed Income ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #428 holding.
Beacon Pointe Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.