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CPA Asset Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

CPA Asset 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 		– Sell
-4,930
Closed -$250K – 103
2025
Q4 		$250K Buy
+4,930
New +$250K 0.09% 95

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

CPA Asset Management's DUSB Position: Q1 2026 in Review

CPA Asset Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2026, closing a stake of 4,930 shares — an estimated $250K sold.

CPA Asset Management first reported a position in DUSB in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • CPA Asset Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • CPA Asset Management sold 4,930 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $250K.
  • CPA Asset Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • CPA Asset Management's Dimensional Ultrashort Fixed Income ETF position peaked at $250K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on CPA Asset Management's 13F filing for Q1 2026, filed 5 May 2026.