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 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

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return