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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
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

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

Bright Financial Advisors's DUSB Position: Q1 2026 in Review

Bright Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.2% in Q1 2026, buying an estimated $130K and bringing the position to 82,029 shares worth $4.16M. The position accounts for 1.91% of the portfolio, ranked #15.

Bright Financial Advisors first reported a position in DUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.25M in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Bright Financial Advisors held 82,029 shares of Dimensional Ultrashort Fixed Income ETF worth $4.16M as of Q1 2026.
  • Bright Financial Advisors bought 2,571 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $130K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.91% of Bright Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Bright Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $4.25M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.