Betterment LLC
DUSB icon

Betterment LLC’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Betterment LLC’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 		$5.56M Buy
109,524
+6,411
+6% +$326K 0.01% 168
2026
Q1 		$5.23M Buy
103,113
+10,128
+11% +$514K 0.01% 169
2025
Q4 		$4.71M Buy
92,985
+17,947
+24% +$911K 0.01% 169
2025
Q3 		$3.81M Buy
75,038
+39,277
+110% +$1.99M 0.01% 174
2025
Q2 		$1.81M Buy
35,761
+8,221
+30% +$417K ﹤0.01% 222
2025
Q1 		$1.4M Buy
27,540
+1,957
+8% +$99.3K ﹤0.01% 235
2024
Q4 		$1.29M Buy
25,583
+8,872
+53% +$450K ﹤0.01% 235
2024
Q3 		$848K Buy
+16,711
New +$848K ﹤0.01% 254

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

Betterment LLC's DUSB Position: Q2 2026 in Review

Betterment LLC increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.2% in Q2 2026, buying an estimated $326K and bringing the position to 109,524 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #168.

Betterment LLC first reported a position in DUSB in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Betterment LLC held 109,524 shares of Dimensional Ultrashort Fixed Income ETF worth $5.56M as of Q2 2026.
  • Betterment LLC bought 6,411 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $326K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #168 holding.
  • Betterment LLC first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.