Capital Analysts LLC
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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
Q2 		$15K Buy
292
+2
+0.7% +$102 ﹤0.01% 1220
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

Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Prudent Man Investment Management
Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM

Capital Analysts LLC's DUSB Position: Q2 2026 in Review

Capital Analysts LLC increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.69% in Q2 2026, buying an estimated $102 and bringing the position to 292 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Capital Analysts LLC first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $16K in Q3 2025. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Capital Analysts LLC held 292 shares of Dimensional Ultrashort Fixed Income ETF worth $15K as of Q2 2026.
  • Capital Analysts LLC bought 2 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $102.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1220 holding.
  • Capital Analysts LLC first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Capital Analysts LLC's Dimensional Ultrashort Fixed Income ETF position peaked at $16K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.