FPI
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Financial Plan Inc’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Financial Plan Inc’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 		$41.5M Sell
817,942
-77,543
-9% -$3.94M 4.45% 6
2025
Q4 		$45.4M Buy
+895,485
New +$45.5M 5.21% 5

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Financial Plan Inc's DUSB Position: Q1 2026 in Review

Financial Plan Inc reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 8.7% in Q1 2026, selling an estimated $3.94M and leaving 817,942 shares worth $41.5M. The position accounts for 4.45% of the portfolio, ranked #6.

Financial Plan Inc first reported a position in DUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $45.4M in Q4 2025. 195 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Financial Plan Inc held 817,942 shares of Dimensional Ultrashort Fixed Income ETF worth $41.5M as of Q1 2026.
  • Financial Plan Inc sold 77,543 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $3.94M.
  • Dimensional Ultrashort Fixed Income ETF made up 4.45% of Financial Plan Inc's portfolio in Q1 2026, its #6 holding.
  • Financial Plan Inc first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Dimensional Ultrashort Fixed Income ETF position peaked at $45.4M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.