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 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

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

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

Creative Planning's DUSB Position: Q1 2026 in Review

Creative Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 48% in Q1 2026, buying an estimated $2.5M and bringing the position to 152,697 shares worth $7.74M. The position accounts for 0.01% of the portfolio, ranked #865.

Creative Planning first reported a position in DUSB in Q1 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Creative Planning held 152,697 shares of Dimensional Ultrashort Fixed Income ETF worth $7.74M as of Q1 2026.
Creative Planning bought 49,324 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $2.5M.
Dimensional Ultrashort Fixed Income ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #865 holding.
Creative Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.