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

Cary Street Partners’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 		$826K Sell
16,262
-2,186
-12% -$111K 0.02% 540
2026
Q1 		$935K Buy
18,448
+3,207
+21% +$163K 0.02% 452
2025
Q4 		$772K Sell
15,241
-14,845
-49% -$754K 0.02% 500
2025
Q3 		$1.53M Buy
30,086
+375
+1% +$19K 0.04% 348
2025
Q2 		$1.51M Buy
29,711
+5,033
+20% +$255K 0.04% 353
2025
Q1 		$1.25M Buy
+24,678
New +$1.25M 0.04% 351

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

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

Cary Street Partners reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 12% in Q2 2026, selling an estimated $111K and leaving 16,262 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #540.

Cary Street Partners first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q3 2025. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Cary Street Partners held 16,262 shares of Dimensional Ultrashort Fixed Income ETF worth $826K as of Q2 2026.
  • Cary Street Partners sold 2,186 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $111K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #540 holding.
  • Cary Street Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Cary Street Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $1.53M in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

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