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

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

3FI

3 Factor Indexing Sacramento, California $118M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 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. 38 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.
38 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.