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Core Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Core Wealth Management’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 		$2.37M Buy
46,795
+24,962
+114% +$1.27M 0.73% 9
2025
Q4 		$1.11M Sell
21,833
-3,036
-12% -$154K 0.34% 12
2025
Q3 		$1.26M Buy
24,869
+1,586
+7% +$80.5K 0.41% 10
2025
Q2 		$1.18M Buy
23,283
+585
+3% +$29.7K 0.42% 10
2025
Q1 		$1.15M Buy
22,698
+11,139
+96% +$565K 0.44% 10
2024
Q4 		$585K Sell
11,559
-40,813
-78% -$2.07M 0.23% 17
2024
Q3 		$2.65M Hold
52,372
– – 1.08% 7
2024
Q2 		$2.65M Buy
52,372
+38,356
+274% +$1.94M 1.08% 7
2024
Q1 		$709K Buy
+14,016
New +$708K 0.31% 10

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

Core Wealth Management's DUSB Position: Q1 2026 in Review

Core Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 114% in Q1 2026, buying an estimated $1.27M and bringing the position to 46,795 shares worth $2.37M. The position accounts for 0.73% of the portfolio, ranked #9.

Core Wealth Management first reported a position in DUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q3 2024. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Core Wealth Management held 46,795 shares of Dimensional Ultrashort Fixed Income ETF worth $2.37M as of Q1 2026.
  • Core Wealth Management bought 24,962 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $1.27M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.73% of Core Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Core Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Core Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $2.65M in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.