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Concord Wealth Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Concord Wealth Partners’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 		$4.07M Buy
80,255
+320
+0.4% +$16.2K 0.53% 46
2025
Q4 		$4.05M Buy
79,935
+17,950
+29% +$911K 0.53% 40
2025
Q3 		$3.15M Sell
61,985
-6,718
-10% -$341K 0.43% 49
2025
Q2 		$3.49M Buy
68,703
+854
+1% +$43.3K 0.51% 41
2025
Q1 		$3.44M Buy
67,849
+31,592
+87% +$1.6M 0.57% 41
2024
Q4 		$1.83M Sell
36,257
-16,861
-32% -$855K 0.3% 73
2024
Q3 		$2.7M Sell
53,118
-8,721
-14% -$442K 0.45% 54
2024
Q2 		$3.13M Buy
61,839
+11,189
+22% +$567K 0.55% 46
2024
Q1 		$2.56M Buy
50,650
+10,241
+25% +$517K 0.46% 52
2023
Q4 		$2.03M Buy
+40,409
New +$2.03M 0.41% 54

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
VT
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

Concord Wealth Partners's DUSB Position: Q1 2026 in Review

Concord Wealth Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.4% in Q1 2026, buying an estimated $16.2K and bringing the position to 80,255 shares worth $4.07M. The position accounts for 0.53% of the portfolio, ranked #46.

Concord Wealth Partners first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Concord Wealth Partners held 80,255 shares of Dimensional Ultrashort Fixed Income ETF worth $4.07M as of Q1 2026.
  • Concord Wealth Partners bought 320 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $16.2K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.53% of Concord Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Concord Wealth Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.