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 Q3	$1.59M	Buy	31,404 +2,985	+11%	+$151K	0.62%	23
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

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

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 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

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Family CFO's DUSB Position: Q3 2026 in Review

Family CFO increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 11% in Q3 2026, buying an estimated $151K and bringing the position to 31,404 shares worth $1.59M. The position accounts for 0.62% of the portfolio, ranked #23.

Family CFO first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2025. 110 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Family CFO held 31,404 shares of Dimensional Ultrashort Fixed Income ETF worth $1.59M as of Q3 2026.
Family CFO bought 2,985 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $151K.
Dimensional Ultrashort Fixed Income ETF made up 0.62% of Family CFO's portfolio in Q3 2026, its #23 holding.
Family CFO first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Family CFO's Dimensional Ultrashort Fixed Income ETF position peaked at $1.97M in Q4 2025.
110 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Family CFO's 13F filing for Q3 2026, filed 30 Oct 2026.