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

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

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 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. 197 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.
197 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.