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Blue Oak Capital’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Blue Oak Capital’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
2025
Q2 		$1.15M Sell
22,678
-11,747
-34% -$596K 0.6% 33
2025
Q1 		$1.75M Buy
+34,425
New +$1.75M 0.96% 25

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Blue Oak Capital's DUSB Position: Q2 2025 in Review

Blue Oak Capital reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 34% in Q2 2025, selling an estimated $596K and leaving 22,678 shares worth $1.15M. The position accounts for 0.6% of the portfolio, ranked #33.

Blue Oak Capital first reported a position in DUSB in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.75M in Q1 2025. 127 funds tracked by Wall St. Rank hold DUSB as of Q2 2025.

  • Blue Oak Capital held 22,678 shares of Dimensional Ultrashort Fixed Income ETF worth $1.15M as of Q2 2025.
  • Blue Oak Capital sold 11,747 Dimensional Ultrashort Fixed Income ETF shares in Q2 2025, an estimated $596K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.6% of Blue Oak Capital's portfolio in Q2 2025, its #33 holding.
  • Blue Oak Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 2 quarters since.
  • Blue Oak Capital's Dimensional Ultrashort Fixed Income ETF position peaked at $1.75M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.