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

Financial Harvest’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 		$42.2M Buy
831,400
+757,182
+1,020% +$38.5M 17.45% 1
2026
Q1 		$3.76M Buy
74,218
+19,983
+37% +$1.01M 2.22% 10
2025
Q4 		$2.75M Sell
54,235
-5,401
-9% -$274K 1.7% 10
2025
Q3 		$3.03M Buy
59,636
+8,347
+16% +$424K 2.04% 9
2025
Q2 		$2.6M Buy
+51,289
New +$2.6M 1.95% 9
2025
Q1 		– Sell
-94,621
Closed -$4.79M – 77
2024
Q4 		$4.79M Buy
+94,621
New +$4.8M 4.04% 7

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
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
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Financial Harvest's DUSB Position: Q2 2026 in Review

Financial Harvest increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1,020% in Q2 2026, buying an estimated $38.5M and bringing the position to 831,400 shares worth $42.2M. The position accounts for 17.45% of the portfolio, ranked #1.

Financial Harvest first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Financial Harvest held 831,400 shares of Dimensional Ultrashort Fixed Income ETF worth $42.2M as of Q2 2026.
  • Financial Harvest bought 757,182 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $38.5M.
  • Dimensional Ultrashort Fixed Income ETF made up 17.45% of Financial Harvest's portfolio in Q2 2026, its #1 holding.
  • Financial Harvest first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.