CX Institutional
DUSB icon

CX Institutional’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

CX Institutional’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
Q3 		– Sell
-2,544
Closed -$129K – 1694
2026
Q2 		$129K Buy
+2,544
New +$129K ﹤0.01% 819

Other funds holding DUSB

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Pillar Financial Advisors
Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hiley Hunt Wealth Management
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

CX Institutional's DUSB Position: Q3 2026 in Review

CX Institutional sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q3 2026, closing a stake of 2,544 shares — an estimated $129K sold.

CX Institutional first reported a position in DUSB in Q2 2026 and held it in 1 quarter. The position peaked at $129K in Q2 2026. 55 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • CX Institutional reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 2,544 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $129K.
  • CX Institutional first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's Dimensional Ultrashort Fixed Income ETF position peaked at $129K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.