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Capital Analysts LLC’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Capital Analysts LLC’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 		$15K Buy
290
+3
+1% +$152 ﹤0.01% 1176
2025
Q4 		$15K Sell
287
-22
-7% -$1.12K ﹤0.01% 1155
2025
Q3 		$16K Buy
309
+4
+1% +$203 ﹤0.01% 1113
2025
Q2 		$16K Buy
305
+3
+1% +$152 ﹤0.01% 1059
2025
Q1 		$15K Buy
+302
New +$15.3K ﹤0.01% 1051

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

Capital Analysts LLC's DUSB Position: Q1 2026 in Review

Capital Analysts LLC increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1% in Q1 2026, buying an estimated $152 and bringing the position to 290 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Capital Analysts LLC first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $16K in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Capital Analysts LLC held 290 shares of Dimensional Ultrashort Fixed Income ETF worth $15K as of Q1 2026.
  • Capital Analysts LLC bought 3 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $152.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1176 holding.
  • Capital Analysts LLC first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's Dimensional Ultrashort Fixed Income ETF position peaked at $16K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.