Essential Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Essential Planning’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	$1M	Buy	19,764 +5,273	+36%	+$268K	0.28%	35
2026 Q1	$735K	Buy	14,491 +5,322	+58%	+$270K	0.23%	39
2025 Q4	$464K	Buy	9,169 +3,675	+67%	+$187K	0.15%	51
2025 Q3	$279K	Buy	5,494 +1,373	+33%	+$69.7K	0.1%	75
2025 Q2	$209K	Buy	4,121 +36	+0.9%	+$1.83K	0.08%	79
2025 Q1	$207K	Sell	4,085 -100,867	-96%	-$5.12M	0.08%	80
2024 Q4	$5.32M	Buy	+104,952	New	+$5.33M	0.03%	115

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Essential Planning's DUSB Position: Q2 2026 in Review

Essential Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 36% in Q2 2026, buying an estimated $268K and bringing the position to 19,764 shares worth $1M. The position accounts for 0.28% of the portfolio, ranked #35.

Essential Planning first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q4 2024. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Essential Planning held 19,764 shares of Dimensional Ultrashort Fixed Income ETF worth $1M as of Q2 2026.
Essential Planning bought 5,273 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $268K.
Dimensional Ultrashort Fixed Income ETF made up 0.28% of Essential Planning's portfolio in Q2 2026, its #35 holding.
Essential Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Essential Planning's Dimensional Ultrashort Fixed Income ETF position peaked at $5.32M in Q4 2024.
185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.