DAS
DUSB icon

Diversify Advisory Services’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-6,092
Closed -$309K – 395
2025
Q4 		$309K Buy
+6,092
New +$309K 0.01% 750

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RFP
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FPI
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SIC
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SHFA
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DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Diversify Advisory Services's DUSB Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2026, closing a stake of 6,092 shares — an estimated $309K sold.

Diversify Advisory Services first reported a position in DUSB in Q4 2025 and held it in 1 quarter. The position peaked at $309K in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Diversify Advisory Services reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 6,092 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $309K.
  • Diversify Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Dimensional Ultrashort Fixed Income ETF position peaked at $309K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.