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Cary Street Partners Investment Advisory’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-100
Closed -$5.08K – 758
2026
Q1 		$5.09K Sell
100
-387
-79% -$19.6K ﹤0.01% 655
2025
Q4 		$24.7K Buy
+487
New +$24.7K 0.01% 573

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

Cary Street Partners Investment Advisory's DUSB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026, closing a stake of 100 shares — an estimated $5.08K sold.

Cary Street Partners Investment Advisory first reported a position in DUSB in Q4 2025 and held it in 2 quarters. The position peaked at $24.7K in Q4 2025. 154 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Cary Street Partners Investment Advisory reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 100 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $5.08K.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Dimensional Ultrashort Fixed Income ETF position peaked at $24.7K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.