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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
Q2 		$1.44M Buy
28,419
+612
+2% +$31.1K 0.56% 22
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 $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

Family CFO's DUSB Position: Q2 2026 in Review

Family CFO increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 2.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 28,419 shares worth $1.44M. The position accounts for 0.56% of the portfolio, ranked #22.

Family CFO first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.97M in Q4 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Family CFO held 28,419 shares of Dimensional Ultrashort Fixed Income ETF worth $1.44M as of Q2 2026.
  • Family CFO bought 612 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $31.1K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.56% of Family CFO's portfolio in Q2 2026, its #22 holding.
  • Family CFO first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Family CFO's Dimensional Ultrashort Fixed Income ETF position peaked at $1.97M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.