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EverSource Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-2,724
Closed -$138K – 4437
2026
Q1 		$138K Sell
2,724
-1,464
-35% -$74.3K ﹤0.01% 1247
2025
Q4 		$212K Buy
+4,188
New +$213K 0.01% 919

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

EverSource Wealth Advisors's DUSB Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026, closing a stake of 2,724 shares — an estimated $138K sold.

EverSource Wealth Advisors first reported a position in DUSB in Q4 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,724 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $138K.
  • EverSource Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $212K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.