Chicago Partners Investment Group’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Chicago Partners Investment Group’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	$20.8M	Sell	409,458 -95,631	-19%	-$4.85M	0.46%	49
2025 Q4	$25.6M	Sell	505,089 -10,406	-2%	-$528K	0.63%	32
2025 Q3	$26.2M	Buy	515,495 +67,629	+15%	+$3.43M	0.68%	27
2025 Q2	$22.7M	Buy	447,866 +49,523	+12%	+$2.51M	0.65%	32
2025 Q1	$20.2M	Buy	398,343 +94,706	+31%	+$4.8M	0.67%	31
2024 Q4	$15.4M	Sell	303,637 -5,107	-2%	-$259K	0.51%	44
2024 Q3	$15.6M	Buy	308,744 +158,380	+105%	+$8.04M	0.56%	42
2024 Q2	$7.63M	Buy	150,364 +11,097	+8%	+$562K	0.3%	78
2024 Q1	$7.04M	Buy	139,267 +1,495	+1%	+$75.5K	0.3%	78
2023 Q4	$6.95M	Sell	137,772 -5,053	-4%	-$254K	0.32%	73
2023 Q3	$7.17M	Buy	+142,825	New	+$7.15M	0.39%	60

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

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

Chicago Partners Investment Group's DUSB Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 19% in Q1 2026, selling an estimated $4.85M and leaving 409,458 shares worth $20.8M. The position accounts for 0.46% of the portfolio, ranked #49.

Chicago Partners Investment Group first reported a position in DUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $26.2M in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Chicago Partners Investment Group held 409,458 shares of Dimensional Ultrashort Fixed Income ETF worth $20.8M as of Q1 2026.
Chicago Partners Investment Group sold 95,631 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $4.85M.
Dimensional Ultrashort Fixed Income ETF made up 0.46% of Chicago Partners Investment Group's portfolio in Q1 2026, its #49 holding.
Chicago Partners Investment Group first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
Chicago Partners Investment Group's Dimensional Ultrashort Fixed Income ETF position peaked at $26.2M in Q3 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.