Financial Engines Advisors
DUSB icon

Financial Engines Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Financial Engines 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
Q1 		$1.42M Sell
27,944
-3,629
-11% -$184K ﹤0.01% 261
2025
Q4 		$1.6M Buy
31,573
+3,526
+13% +$179K ﹤0.01% 262
2025
Q3 		$1.42M Buy
28,047
+13,373
+91% +$679K ﹤0.01% 268
2025
Q2 		$745K Buy
+14,674
New +$744K ﹤0.01% 333

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

Financial Engines Advisors's DUSB Position: Q1 2026 in Review

Financial Engines Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 11% in Q1 2026, selling an estimated $184K and leaving 27,944 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Financial Engines Advisors first reported a position in DUSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Financial Engines Advisors held 27,944 shares of Dimensional Ultrashort Fixed Income ETF worth $1.42M as of Q1 2026.
  • Financial Engines Advisors sold 3,629 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $184K.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #261 holding.
  • Financial Engines Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $1.6M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.