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 Q3	$214K	Sell	4,247 -8,064	-66%	-$409K	0.06%	100
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

Financial Harvest Winter Park, Florida $213M AUM 16.17% 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

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Cypress Financial Planning's DUSB Position: Q3 2026 in Review

Cypress Financial Planning reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 66% in Q3 2026, selling an estimated $409K and leaving 4,247 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #100.

Cypress Financial Planning first reported a position in DUSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $709K in Q1 2026. 47 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Cypress Financial Planning held 4,247 shares of Dimensional Ultrashort Fixed Income ETF worth $214K as of Q3 2026.
Cypress Financial Planning sold 8,064 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $409K.
Dimensional Ultrashort Fixed Income ETF made up 0.06% of Cypress Financial Planning's portfolio in Q3 2026, its #100 holding.
Cypress Financial Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Cypress Financial Planning's Dimensional Ultrashort Fixed Income ETF position peaked at $709K in Q1 2026.
47 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.