Cypress Point Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Cypress Point Wealth Management’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	$464K	Buy	9,196 +47	+0.5%	+$2.38K	0.05%	84
2026 Q2	$465K	Buy	9,149 +43	+0.5%	+$2.18K	0.09%	81
2026 Q1	$462K	Buy	9,106 +1,485	+19%	+$75.4K	0.1%	67
2025 Q4	$386K	Buy	7,621 +59	+0.8%	+$3K	0.08%	66
2025 Q3	$384K	Sell	7,562 -1,072	-12%	-$54.4K	0.08%	61
2025 Q2	$438K	Buy	8,634 +55	+0.6%	+$2.79K	0.11%	58
2025 Q1	$435K	Buy	8,579 +42	+0.5%	+$2.13K	0.14%	52
2024 Q4	$432K	Sell	8,537 -377	-4%	-$19.1K	0.13%	53
2024 Q3	$453K	Buy	8,914 +3,074	+53%	+$156K	0.18%	57
2024 Q2	$296K	Buy	5,840 +70	+1%	+$3.54K	0.14%	65
2024 Q1	$292K	Buy	+5,770	New	+$292K	0.15%	62

Other funds holding DUSB

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

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

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Cypress Point Wealth Management's DUSB Position: Q3 2026 in Review

Cypress Point Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.51% in Q3 2026, buying an estimated $2.38K and bringing the position to 9,196 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #84.

Cypress Point Wealth Management first reported a position in DUSB in Q1 2024 and has held it in 11 quarters since. The position peaked at $465K in Q2 2026. 122 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Cypress Point Wealth Management held 9,196 shares of Dimensional Ultrashort Fixed Income ETF worth $464K as of Q3 2026.
Cypress Point Wealth Management bought 47 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $2.38K.
Dimensional Ultrashort Fixed Income ETF made up 0.05% of Cypress Point Wealth Management's portfolio in Q3 2026, its #84 holding.
Cypress Point Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
Cypress Point Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $465K in Q2 2026.
122 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Cypress Point Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.