Clune & Associates’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Clune & Associates’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	$2.92M	Buy	57,870 +9,350	+19%	+$474K	0.45%	45
2026 Q2	$2.46M	Sell	48,520 -42,732	-47%	-$2.17M	0.37%	50
2026 Q1	$4.63M	Sell	91,252 -16,315	-15%	-$828K	0.87%	33
2025 Q4	$5.45M	Buy	107,567 +10,599	+11%	+$538K	1.18%	24
2025 Q3	$4.92M	Buy	96,968 +8,987	+10%	+$456K	1.23%	23
2025 Q2	$4.47M	Sell	87,981 -3,646	-4%	-$185K	1.22%	23
2025 Q1	$4.65M	Buy	91,627 +12,541	+16%	+$636K	1.43%	19
2024 Q4	$4M	Buy	+79,086	New	+$4.01M	1.33%	19

Other funds holding DUSB

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

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Clune & Associates's DUSB Position: Q3 2026 in Review

Clune & Associates increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 19% in Q3 2026, buying an estimated $474K and bringing the position to 57,870 shares worth $2.92M. The position accounts for 0.45% of the portfolio, ranked #45.

Clune & Associates first reported a position in DUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.45M in Q4 2025. 48 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Clune & Associates held 57,870 shares of Dimensional Ultrashort Fixed Income ETF worth $2.92M as of Q3 2026.
Clune & Associates bought 9,350 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $474K.
Dimensional Ultrashort Fixed Income ETF made up 0.45% of Clune & Associates's portfolio in Q3 2026, its #45 holding.
Clune & Associates first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional Ultrashort Fixed Income ETF position peaked at $5.45M in Q4 2025.
48 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.