DPW
DUSB icon

DiNuzzo Private Wealth’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

DiNuzzo Private Wealth’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 		$31.7M Buy
623,822
+55,550
+10% +$2.82M 3.13% 11
2026
Q1 		$28.8M Buy
568,272
+2,418
+0.4% +$123K 3.1% 11
2025
Q4 		$28.7M Buy
565,854
+117,927
+26% +$5.99M 3.12% 11
2025
Q3 		$22.7M Buy
447,927
+43,127
+11% +$2.19M 2.58% 13
2025
Q2 		$20.5M Buy
404,800
+16,111
+4% +$817K 2.44% 13
2025
Q1 		$19.7M Buy
388,689
+37,496
+11% +$1.9M 2.48% 14
2024
Q4 		$17.8M Buy
351,193
+61,305
+21% +$3.11M 2.25% 14
2024
Q3 		$14.7M Buy
289,888
+25,307
+10% +$1.28M 1.81% 17
2024
Q2 		$13.4M Buy
264,581
+28,264
+12% +$1.43M 1.81% 17
2024
Q1 		$12M Buy
236,317
+32,559
+16% +$1.64M 1.61% 18
2023
Q4 		$10.3M Buy
+203,758
New +$10.2M 1.46% 19

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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

DiNuzzo Private Wealth's DUSB Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 9.8% in Q2 2026, buying an estimated $2.82M and bringing the position to 623,822 shares worth $31.7M. The position accounts for 3.13% of the portfolio, ranked #11.

DiNuzzo Private Wealth first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • DiNuzzo Private Wealth held 623,822 shares of Dimensional Ultrashort Fixed Income ETF worth $31.7M as of Q2 2026.
  • DiNuzzo Private Wealth bought 55,550 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $2.82M.
  • Dimensional Ultrashort Fixed Income ETF made up 3.13% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #11 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.