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 Q3	$10.6M	Buy	210,421 +17,059	+9%	+$865K	3.39%	7
2026 Q2	$9.8M	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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Financial Symmetry's DUSB Position: Q3 2026 in Review

Financial Symmetry increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 8.8% in Q3 2026, buying an estimated $865K and bringing the position to 210,421 shares worth $10.6M. The position accounts for 3.39% of the portfolio, ranked #7.

Financial Symmetry first reported a position in DUSB in Q2 2024 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Financial Symmetry held 210,421 shares of Dimensional Ultrashort Fixed Income ETF worth $10.6M as of Q3 2026.
Financial Symmetry bought 17,059 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $865K.
Dimensional Ultrashort Fixed Income ETF made up 3.39% of Financial Symmetry's portfolio in Q3 2026, its #7 holding.
Financial Symmetry first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
132 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.