CFP
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Cypress Financial Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Cypress Financial 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 		$625K Sell
12,311
-1,671
-12% -$84.9K 0.15% 57
2026
Q1 		$709K Buy
13,982
+2,204
+19% +$112K 0.2% 45
2025
Q4 		$597K Buy
11,778
+5,046
+75% +$256K 0.16% 58
2025
Q3 		$342K Buy
+6,732
New +$342K 0.1% 64

Other funds holding DUSB

DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Financial Planning's DUSB Position: Q2 2026 in Review

Cypress Financial Planning reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 12% in Q2 2026, selling an estimated $84.9K and leaving 12,311 shares worth $625K. The position accounts for 0.15% of the portfolio, ranked #57.

Cypress Financial Planning first reported a position in DUSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $709K in Q1 2026. 40 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Cypress Financial Planning held 12,311 shares of Dimensional Ultrashort Fixed Income ETF worth $625K as of Q2 2026.
  • Cypress Financial Planning sold 1,671 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $84.9K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.15% of Cypress Financial Planning's portfolio in Q2 2026, its #57 holding.
  • Cypress Financial Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Cypress Financial Planning's Dimensional Ultrashort Fixed Income ETF position peaked at $709K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.