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Diversify Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Diversify Wealth Management’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 		$354K Buy
6,986
+241
+4% +$12.2K 0.01% 995
2026
Q1 		$342K Buy
+6,745
New +$342K 0.01% 922
2024
Q4 		– Sell
-4,122
Closed -$209K – 521
2024
Q3 		$209K Buy
+4,122
New +$209K 0.02% 448

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Diversify Wealth Management's DUSB Position: Q2 2026 in Review

Diversify Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,986 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #995.

Diversify Wealth Management first reported a position in DUSB in Q3 2024 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Diversify Wealth Management held 6,986 shares of Dimensional Ultrashort Fixed Income ETF worth $354K as of Q2 2026.
  • Diversify Wealth Management bought 241 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $12.2K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #995 holding.
  • Diversify Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.