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

Curio 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 		$1.42M Sell
27,955
-521
-2% -$26.5K 0.44% 26
2026
Q1 		$1.44M Buy
28,476
+16,332
+134% +$829K 0.49% 26
2025
Q4 		$615K Buy
12,144
+1,856
+18% +$94.2K 0.22% 48
2025
Q3 		$522K Hold
10,288
– – 0.21% 46
2025
Q2 		$522K Buy
10,288
+10,285
+342,833% +$522K 0.23% 47
2025
Q1 		$520K Sell
3
-10,285
-100% -$522K 0.27% 48
2024
Q4 		$520K Buy
+10,288
New +$522K 0.28% 46

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
Vise Technologies
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
Savant Capital
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 $722M AUM 14.71% 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

Curio Wealth's DUSB Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1.8% in Q2 2026, selling an estimated $26.5K and leaving 27,955 shares worth $1.42M. The position accounts for 0.44% of the portfolio, ranked #26.

Curio Wealth first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2026. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Curio Wealth held 27,955 shares of Dimensional Ultrashort Fixed Income ETF worth $1.42M as of Q2 2026.
  • Curio Wealth sold 521 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $26.5K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.44% of Curio Wealth's portfolio in Q2 2026, its #26 holding.
  • Curio Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Curio Wealth's Dimensional Ultrashort Fixed Income ETF position peaked at $1.44M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.