Commonwealth Equity Services’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Commonwealth Equity Services’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	$595K	Sell	11,743 -25	-0.2%	-$1.27K	﹤0.01%	3066
2025 Q4	$596K	Sell	11,768 -72,850	-86%	-$3.7M	﹤0.01%	3032
2025 Q3	$4.3M	Buy	84,618 +2,273	+3%	+$115K	0.01%	1455
2025 Q2	$4.18M	Buy	82,345 +6,949	+9%	+$353K	0.01%	1450
2025 Q1	$3.83M	Buy	75,396 +227	+0.3%	+$11.5K	0.01%	1452
2024 Q4	$3.8M	Buy	75,169 +9,028	+14%	+$458K	0.01%	1418
2024 Q3	$3.36M	Buy	66,141 +11,503	+21%	+$584K	0.01%	1496
2024 Q2	$2.77M	Buy	54,638 +25,174	+85%	+$1.27M	﹤0.01%	1577
2024 Q1	$1.49M	Buy	29,464 +19,028	+182%	+$961K	﹤0.01%	1969
2023 Q4	$525K	Buy	+10,436	New	+$525K	﹤0.01%	2662

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

Commonwealth Equity Services's DUSB Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.21% in Q1 2026, selling an estimated $1.27K and leaving 11,743 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Commonwealth Equity Services first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.3M in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Commonwealth Equity Services held 11,743 shares of Dimensional Ultrashort Fixed Income ETF worth $595K as of Q1 2026.
Commonwealth Equity Services sold 25 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $1.27K.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3066 holding.
Commonwealth Equity Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's Dimensional Ultrashort Fixed Income ETF position peaked at $4.3M in Q3 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.