Fidelity Investments
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Fidelity Investments’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-19
Closed -$956 – 5447
2023
Q4 		$956 Buy
+19
New +$956 ﹤0.01% 4755

Other funds holding DUSB

MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments's DUSB Position: Q1 2024 in Review

Fidelity Investments sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2024, closing a stake of 19 shares — an estimated $956 sold.

Fidelity Investments first reported a position in DUSB in Q4 2023 and held it in 1 quarter. The position peaked at $956 in Q4 2023. 32 funds tracked by Wall St. Rank hold DUSB as of Q1 2024.

  • Fidelity Investments reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 19 Dimensional Ultrashort Fixed Income ETF shares in Q1 2024, an estimated $956.
  • Fidelity Investments first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Fidelity Investments's Dimensional Ultrashort Fixed Income ETF position peaked at $956 in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.