FC
DUSB icon

Family CFO’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Family CFO’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 		$1.41M Sell
27,807
-11,114
-29% -$564K 0.63% 22
2025
Q4 		$1.97M Buy
38,921
+13,126
+51% +$666K 0.88% 19
2025
Q3 		$1.31M Buy
25,795
+10,335
+67% +$525K 0.6% 21
2025
Q2 		$785K Buy
15,460
+5,977
+63% +$303K 0.39% 25
2025
Q1 		$481K Buy
+9,483
New +$481K 0.26% 26

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

Family CFO's DUSB Position: Q1 2026 in Review

Family CFO reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 29% in Q1 2026, selling an estimated $564K and leaving 27,807 shares worth $1.41M. The position accounts for 0.63% of the portfolio, ranked #22.

Family CFO first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Family CFO held 27,807 shares of Dimensional Ultrashort Fixed Income ETF worth $1.41M as of Q1 2026.
  • Family CFO sold 11,114 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $564K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.63% of Family CFO's portfolio in Q1 2026, its #22 holding.
  • Family CFO first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Family CFO's Dimensional Ultrashort Fixed Income ETF position peaked at $1.97M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.