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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
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

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Cypress Point Wealth Management's DUSB Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.47% in Q2 2026, buying an estimated $2.18K and bringing the position to 9,149 shares worth $465K. The position accounts for 0.09% of the portfolio, ranked #81.

Cypress Point Wealth Management first reported a position in DUSB in Q1 2024 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Cypress Point Wealth Management held 9,149 shares of Dimensional Ultrashort Fixed Income ETF worth $465K as of Q2 2026.
  • Cypress Point Wealth Management bought 43 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $2.18K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.09% of Cypress Point Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Cypress Point Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.