Bright Financial Advisors
DUSB icon

Bright Financial Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Bright Financial 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
Q3 		$4.27M Buy
84,492
+6,447
+8% +$327K 1.78% 18
2026
Q2 		$3.96M Sell
78,045
-3,984
-5% -$202K 1.66% 18
2026
Q1 		$4.16M Buy
82,029
+2,571
+3% +$130K 1.91% 15
2025
Q4 		$4.02M Sell
79,458
-4,243
-5% -$215K 1.9% 15
2025
Q3 		$4.25M Buy
83,701
+15,742
+23% +$799K 2.08% 16
2025
Q2 		$3.45M Buy
67,959
+7,901
+13% +$401K 1.91% 16
2025
Q1 		$3.05M Buy
60,058
+4,915
+9% +$249K 1.87% 15
2024
Q4 		$2.79M Sell
55,143
-1,587
-3% -$80.5K 1.75% 16
2024
Q3 		$2.88M Buy
56,730
+16,367
+41% +$830K 1.83% 14
2024
Q2 		$2.05M Sell
40,363
-4,704
-10% -$238K 1.44% 17
2024
Q1 		$2.28M Buy
+45,067
New +$2.28M 1.7% 15

Other funds holding DUSB

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Pillar Financial Advisors
Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Bright Financial Advisors's DUSB Position: Q3 2026 in Review

Bright Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 8.3% in Q3 2026, buying an estimated $327K and bringing the position to 84,492 shares worth $4.27M. The position accounts for 1.78% of the portfolio, ranked #18.

Bright Financial Advisors first reported a position in DUSB in Q1 2024 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • Bright Financial Advisors held 84,492 shares of Dimensional Ultrashort Fixed Income ETF worth $4.27M as of Q3 2026.
  • Bright Financial Advisors bought 6,447 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $327K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.78% of Bright Financial Advisors's portfolio in Q3 2026, its #18 holding.
  • Bright Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Bright Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.