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

DWR 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 		$3.6M Buy
70,991
+2,650
+4% +$135K 2.7% 13
2026
Q1 		$3.46M Buy
68,341
+21,802
+47% +$1.11M 3.01% 12
2025
Q4 		$2.36M Buy
+46,539
New +$2.36M 2.19% 14

Other funds holding DUSB

SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
PFA
Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $297M 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

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

DWR Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.9% in Q2 2026, buying an estimated $135K and bringing the position to 70,991 shares worth $3.6M. The position accounts for 2.7% of the portfolio, ranked #13.

DWR Wealth Management first reported a position in DUSB in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • DWR Wealth Management held 70,991 shares of Dimensional Ultrashort Fixed Income ETF worth $3.6M as of Q2 2026.
  • DWR Wealth Management bought 2,650 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $135K.
  • Dimensional Ultrashort Fixed Income ETF made up 2.7% of DWR Wealth Management's portfolio in Q2 2026, its #13 holding.
  • DWR Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.