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 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 $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

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

Beacon Pointe Advisors's DUSB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 70% in Q1 2026, buying an estimated $2.65M and bringing the position to 126,456 shares worth $6.41M. The position accounts for 0.03% of the portfolio, ranked #417.

Beacon Pointe Advisors first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Beacon Pointe Advisors held 126,456 shares of Dimensional Ultrashort Fixed Income ETF worth $6.41M as of Q1 2026.
Beacon Pointe Advisors bought 52,189 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $2.65M.
Dimensional Ultrashort Fixed Income ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #417 holding.
Beacon Pointe Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.