DecisionPoint Financial’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

DecisionPoint Financial’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	$40.9K	Buy	+809	New	+$41K	0.01%	146
2026 Q2	–	Sell	-1,091	Closed	-$55.3K	–	1431
2026 Q1	$55.3K	Buy	+1,091	New	+$55.4K	0.01%	87

Other funds holding DUSB

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

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

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 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

DecisionPoint Financial's DUSB Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q3 2026: 809 shares worth $40.9K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in DUSB as recently as Q1 2026.

DecisionPoint Financial first reported a position in DUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $55.3K in Q1 2026. 76 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

DecisionPoint Financial held 809 shares of Dimensional Ultrashort Fixed Income ETF worth $40.9K as of Q3 2026.
Dimensional Ultrashort Fixed Income ETF was a new DecisionPoint Financial position in Q3 2026.
Dimensional Ultrashort Fixed Income ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #146 holding.
DecisionPoint Financial first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
DecisionPoint Financial's Dimensional Ultrashort Fixed Income ETF position peaked at $55.3K in Q1 2026.
76 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.