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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
Q2 		$401K Buy
7,903
+3,614
+84% +$184K 0.02% 328
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 $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
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

Berger Financial Group's DUSB Position: Q2 2026 in Review

Berger Financial Group increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 84% in Q2 2026, buying an estimated $184K and bringing the position to 7,903 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #328.

Berger Financial Group first reported a position in DUSB in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Berger Financial Group held 7,903 shares of Dimensional Ultrashort Fixed Income ETF worth $401K as of Q2 2026.
  • Berger Financial Group bought 3,614 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $184K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #328 holding.
  • Berger Financial Group first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.