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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

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

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. 186 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.
  • 186 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.