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Berger Financial Group’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Berger Financial Group’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 		$217K Hold
4,289
– – 0.01% 440
2025
Q4 		$217K Buy
+4,289
New +$218K 0.01% 435

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

Berger Financial Group's DUSB Position: Q1 2026 in Review

Berger Financial Group held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q1 2026 at 4,289 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #440.

Berger Financial Group 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.

  • Berger Financial Group held 4,289 shares of Dimensional Ultrashort Fixed Income ETF worth $217K as of Q1 2026.
  • Berger Financial Group left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Ultrashort Fixed Income ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #440 holding.
  • Berger Financial Group 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 Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.