Farther Finance Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Farther Finance 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 Q3	$4.99M	Buy	98,897 +8,660	+10%	+$439K	0.04%	427
2026 Q2	$4.58M	Buy	90,237 +13,291	+17%	+$675K	0.04%	434
2026 Q1	$3.9M	Buy	76,946 +25,272	+49%	+$1.28M	0.04%	411
2025 Q4	$2.62M	Buy	51,674 +41,727	+419%	+$2.12M	0.03%	491
2025 Q3	$505K	Buy	9,947 +12	+0.1%	+$609	0.01%	1065
2025 Q2	$504K	Buy	9,935 +3,869	+64%	+$196K	0.01%	904
2025 Q1	$308K	Buy	+6,066	New	+$308K	0.01%	1024

Other funds holding DUSB

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Farther Finance Advisors's DUSB Position: Q3 2026 in Review

Farther Finance Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 9.6% in Q3 2026, buying an estimated $439K and bringing the position to 98,897 shares worth $4.99M. The position accounts for 0.04% of the portfolio, ranked #427.

Farther Finance Advisors first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Farther Finance Advisors held 98,897 shares of Dimensional Ultrashort Fixed Income ETF worth $4.99M as of Q3 2026.
Farther Finance Advisors bought 8,660 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $439K.
Dimensional Ultrashort Fixed Income ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #427 holding.
Farther Finance Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.