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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
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 $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
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

Essential Planning's DUSB Position: Q1 2026 in Review

Essential Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 58% in Q1 2026, buying an estimated $270K and bringing the position to 14,491 shares worth $735K. The position accounts for 0.23% of the portfolio, ranked #39.

Essential Planning first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.32M in Q4 2024. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Essential Planning held 14,491 shares of Dimensional Ultrashort Fixed Income ETF worth $735K as of Q1 2026.
  • Essential Planning bought 5,322 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $270K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.23% of Essential Planning's portfolio in Q1 2026, its #39 holding.
  • Essential Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Essential Planning's Dimensional Ultrashort Fixed Income ETF position peaked at $5.32M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.