Burk Holdings’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Burk Holdings’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	$2.54M	Hold	50,057	–	–	0.94%	28
2026 Q1	$2.54M	Buy	50,057 +1	+0%	+$51	1.09%	24
2025 Q4	$2.54M	Buy	+50,056	New	+$2.54M	1.21%	24

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Burk Holdings's DUSB Position: Q2 2026 in Review

Burk Holdings held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q2 2026 at 50,057 shares worth $2.54M. The position accounts for 0.94% of the portfolio, ranked #28.

Burk Holdings first reported a position in DUSB in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Burk Holdings held 50,057 shares of Dimensional Ultrashort Fixed Income ETF worth $2.54M as of Q2 2026.
Burk Holdings left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Ultrashort Fixed Income ETF made up 0.94% of Burk Holdings's portfolio in Q2 2026, its #28 holding.
Burk Holdings first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.