BFA
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
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

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

Bright Financial Advisors's DUSB Position: Q2 2026 in Review

Bright Financial Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.9% in Q2 2026, selling an estimated $202K and leaving 78,045 shares worth $3.96M. The position accounts for 1.66% of the portfolio, ranked #18.

Bright Financial Advisors first reported a position in DUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.25M in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Bright Financial Advisors held 78,045 shares of Dimensional Ultrashort Fixed Income ETF worth $3.96M as of Q2 2026.
  • Bright Financial Advisors sold 3,984 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $202K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.66% of Bright Financial Advisors's portfolio in Q2 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 10 quarters since.
  • Bright Financial Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $4.25M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.