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Bullock Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Bullock Wealth Management’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 		$1.96M Sell
38,542
-17,290
-31% -$878K 0.85% 18
2026
Q1 		$2.83M Buy
55,832
+16,220
+41% +$823K 1.42% 11
2025
Q4 		$2.01M Buy
39,612
+7,517
+23% +$382K 0.98% 17
2025
Q3 		$1.63M Sell
32,095
-12,823
-29% -$651K 0.81% 22
2025
Q2 		$2.28M Sell
44,918
-49,404
-52% -$2.51M 1.21% 13
2025
Q1 		$4.78M Buy
94,322
+72,330
+329% +$3.67M 2.67% 6
2024
Q4 		$1.11M Buy
+21,992
New +$1.12M 0.65% 29

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

Bullock Wealth Management's DUSB Position: Q2 2026 in Review

Bullock Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 31% in Q2 2026, selling an estimated $878K and leaving 38,542 shares worth $1.96M. The position accounts for 0.85% of the portfolio, ranked #18.

Bullock Wealth Management first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q1 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Bullock Wealth Management held 38,542 shares of Dimensional Ultrashort Fixed Income ETF worth $1.96M as of Q2 2026.
  • Bullock Wealth Management sold 17,290 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $878K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.85% of Bullock Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Bullock Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Bullock Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $4.78M in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.