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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
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

DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Clune & Associates's DUSB Position: Q2 2026 in Review

Clune & Associates reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 47% in Q2 2026, selling an estimated $2.17M and leaving 48,520 shares worth $2.46M. The position accounts for 0.37% of the portfolio, ranked #50.

Clune & Associates first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q4 2025. 45 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Clune & Associates held 48,520 shares of Dimensional Ultrashort Fixed Income ETF worth $2.46M as of Q2 2026.
  • Clune & Associates sold 42,732 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $2.17M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.37% of Clune & Associates's portfolio in Q2 2026, its #50 holding.
  • Clune & Associates first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Dimensional Ultrashort Fixed Income ETF position peaked at $5.45M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.