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 Q3	$870K	Buy	17,239 +977	+6%	+$49.6K	0.02%	538
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

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Cary Street Partners's DUSB Position: Q3 2026 in Review

Cary Street Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6% in Q3 2026, buying an estimated $49.6K and bringing the position to 17,239 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #538.

Cary Street Partners first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 171 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Cary Street Partners held 17,239 shares of Dimensional Ultrashort Fixed Income ETF worth $870K as of Q3 2026.
Cary Street Partners bought 977 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $49.6K.
Dimensional Ultrashort Fixed Income ETF made up 0.02% of Cary Street Partners's portfolio in Q3 2026, its #538 holding.
Cary Street Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Cary Street Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $1.53M in Q3 2025.
171 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Cary Street Partners's 13F filing for Q3 2026, filed 12 Nov 2026.