EAM
DUSB icon

Evanson Asset Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Evanson Asset 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
Q1 		$376K Buy
7,408
+995
+16% +$50.5K 0.02% 226
2025
Q4 		$325K Sell
6,413
-66
-1% -$3.35K 0.02% 249
2025
Q3 		$329K Buy
6,479
+8
+0.1% +$406 0.02% 241
2025
Q2 		$328K Buy
6,471
+53
+0.8% +$2.69K 0.02% 244
2025
Q1 		$326K Buy
6,418
+39
+0.6% +$1.98K 0.02% 226
2024
Q4 		$323K Sell
6,379
-292
-4% -$14.8K 0.02% 227
2024
Q3 		$339K Buy
6,671
+292
+5% +$14.8K 0.02% 227
2024
Q2 		$323K Hold
6,379
– – 0.02% 221
2024
Q1 		$323K Buy
+6,379
New +$322K 0.02% 232

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

Evanson Asset Management's DUSB Position: Q1 2026 in Review

Evanson Asset Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 16% in Q1 2026, buying an estimated $50.5K and bringing the position to 7,408 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #226.

Evanson Asset Management first reported a position in DUSB in Q1 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Evanson Asset Management held 7,408 shares of Dimensional Ultrashort Fixed Income ETF worth $376K as of Q1 2026.
  • Evanson Asset Management bought 995 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $50.5K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #226 holding.
  • Evanson Asset Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.