Corient Private Wealth
DUSB icon

Corient Private Wealth’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Corient Private Wealth’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 		– Sell
-11,800
Closed -$598K – 3096
2026
Q1 		$598K Hold
11,800
– – ﹤0.01% 1938
2025
Q4 		$598K Hold
11,800
– – ﹤0.01% 1777
2025
Q3 		$599K Buy
+11,800
New +$599K ﹤0.01% 1698

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

Corient Private Wealth's DUSB Position: Q2 2026 in Review

Corient Private Wealth sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026, closing a stake of 11,800 shares — an estimated $598K sold.

Corient Private Wealth first reported a position in DUSB in Q3 2025 and held it in 3 quarters. The position peaked at $599K in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Corient Private Wealth reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 11,800 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $598K.
  • Corient Private Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and held it in 3 quarters.
  • Corient Private Wealth's Dimensional Ultrashort Fixed Income ETF position peaked at $599K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.