DiNuzzo Private Wealth
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
Q3 		$31.9M Buy
632,046
+8,224
+1% +$417K 3.17% 11
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

FH
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
WC
Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

DiNuzzo Private Wealth's DUSB Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1.3% in Q3 2026, buying an estimated $417K and bringing the position to 632,046 shares worth $31.9M. The position accounts for 3.17% of the portfolio, ranked #11.

DiNuzzo Private Wealth first reported a position in DUSB in Q4 2023 and has held it in 12 quarters since. 40 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • DiNuzzo Private Wealth held 632,046 shares of Dimensional Ultrashort Fixed Income ETF worth $31.9M as of Q3 2026.
  • DiNuzzo Private Wealth bought 8,224 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $417K.
  • Dimensional Ultrashort Fixed Income ETF made up 3.17% of DiNuzzo Private Wealth's portfolio in Q3 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 12 quarters since.
  • 40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.