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

Cahill 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
2025 Q1	$504K	Buy	+9,933	New	+$504K	0.26%	38

Other funds holding DUSB

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

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

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

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

SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Cahill Wealth Management's DUSB Position: Q1 2025 in Review

Cahill Wealth Management opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2025: 9,933 shares worth $504K. The stake represents 0.26% of the portfolio and ranks #38 among its holdings.

112 funds tracked by Wall St. Rank hold DUSB as of Q1 2025.

Cahill Wealth Management held 9,933 shares of Dimensional Ultrashort Fixed Income ETF worth $504K as of Q1 2025.
Dimensional Ultrashort Fixed Income ETF was a new Cahill Wealth Management position in Q1 2025.
Dimensional Ultrashort Fixed Income ETF made up 0.26% of Cahill Wealth Management's portfolio in Q1 2025, its #38 holding.
112 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.