Creative Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Creative Planning’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	$9M	Buy	177,152 +24,455	+16%	+$1.24M	0.01%	962
2026 Q1	$7.74M	Buy	152,697 +49,324	+48%	+$2.5M	0.01%	865
2025 Q4	$5.24M	Buy	103,373 +6,293	+6%	+$319K	﹤0.01%	980
2025 Q3	$4.93M	Buy	97,080 +29,429	+44%	+$1.49M	﹤0.01%	892
2025 Q2	$3.43M	Buy	67,651 +35,926	+113%	+$1.82M	﹤0.01%	956
2025 Q1	$1.61M	Buy	31,725 +5,434	+21%	+$276K	﹤0.01%	1352
2024 Q4	$1.33M	Buy	26,291 +268	+1%	+$13.6K	﹤0.01%	1428
2024 Q3	$1.32M	Sell	26,023 -1,162	-4%	-$59K	﹤0.01%	1316
2024 Q2	$1.38M	Buy	27,185 +12,077	+80%	+$612K	﹤0.01%	1197
2024 Q1	$764K	Buy	+15,108	New	+$763K	﹤0.01%	1539

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Creative Planning's DUSB Position: Q2 2026 in Review

Creative Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 16% in Q2 2026, buying an estimated $1.24M and bringing the position to 177,152 shares worth $9M. The position accounts for 0.01% of the portfolio, ranked #962.

Creative Planning first reported a position in DUSB in Q1 2024 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Creative Planning held 177,152 shares of Dimensional Ultrashort Fixed Income ETF worth $9M as of Q2 2026.
Creative Planning bought 24,455 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.24M.
Dimensional Ultrashort Fixed Income ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #962 holding.
Creative Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.