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

Financial Symmetry’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	$9.82M	Buy	193,362 +8,858	+5%	+$450K	3.28%	9
2026 Q1	$9.37M	Buy	184,504 +36,586	+25%	+$1.86M	3.33%	10
2025 Q4	$7.49M	Buy	147,918 +39,251	+36%	+$1.99M	3.06%	10
2025 Q3	$5.52M	Buy	108,667 +35,642	+49%	+$1.81M	2.47%	10
2025 Q2	$3.71M	Buy	73,025 +13,790	+23%	+$700K	1.91%	11
2025 Q1	$3M	Buy	59,235 +26,486	+81%	+$1.34M	1.85%	11
2024 Q4	$1.66M	Buy	32,749 +21,663	+195%	+$1.1M	1.12%	16
2024 Q3	$563K	Buy	11,086 +4,839	+77%	+$245K	0.39%	24
2024 Q2	$317K	Buy	+6,247	New	+$316K	0.25%	32

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

PMIM

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

ACA

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

SWM

Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

PFA

Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Financial Symmetry's DUSB Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.8% in Q2 2026, buying an estimated $450K and bringing the position to 193,362 shares worth $9.82M. The position accounts for 3.28% of the portfolio, ranked #9.

Financial Symmetry first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Financial Symmetry held 193,362 shares of Dimensional Ultrashort Fixed Income ETF worth $9.82M as of Q2 2026.
Financial Symmetry bought 8,858 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $450K.
Dimensional Ultrashort Fixed Income ETF made up 3.28% of Financial Symmetry's portfolio in Q2 2026, its #9 holding.
Financial Symmetry first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
91 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.