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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
Q2 		$4.11M Buy
80,989
+734
+0.9% +$37.3K 0.47% 50
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 $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Concord Wealth Partners's DUSB Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.91% in Q2 2026, buying an estimated $37.3K and bringing the position to 80,989 shares worth $4.11M. The position accounts for 0.47% of the portfolio, ranked #50.

Concord Wealth Partners first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Concord Wealth Partners held 80,989 shares of Dimensional Ultrashort Fixed Income ETF worth $4.11M as of Q2 2026.
  • Concord Wealth Partners bought 734 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $37.3K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.47% of Concord Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Concord Wealth Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.