Claris Financial
DUSB icon

Claris Financial’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Claris Financial’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 		$1.71M Buy
33,692
+176
+0.5% +$8.93K 0.93% 20
2025
Q4 		$1.7M Buy
33,516
+25,364
+311% +$1.29M 0.9% 19
2025
Q3 		$414K Buy
+8,152
New +$414K 0.24% 95

Other funds holding DUSB

Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Prudent Man Investment Management
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 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 $8.83B AUM 27.11% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Claris Financial's DUSB Position: Q1 2026 in Review

Claris Financial increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.53% in Q1 2026, buying an estimated $8.93K and bringing the position to 33,692 shares worth $1.71M. The position accounts for 0.93% of the portfolio, ranked #20.

Claris Financial first reported a position in DUSB in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Claris Financial held 33,692 shares of Dimensional Ultrashort Fixed Income ETF worth $1.71M as of Q1 2026.
  • Claris Financial bought 176 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $8.93K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.93% of Claris Financial's portfolio in Q1 2026, its #20 holding.
  • Claris Financial first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.