FWM
DUSB icon

FMB Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

FMB Wealth Management’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 		$3.16M Sell
62,232
-341
-0.5% -$17.3K 1.31% 19
2025
Q4 		$3.17M Buy
62,573
+377
+0.6% +$19.1K 1.25% 21
2025
Q3 		$3.16M Buy
62,196
+8,859
+17% +$450K 1.34% 20
2025
Q2 		$2.71M Buy
53,337
+17,653
+49% +$896K 1.29% 21
2025
Q1 		$1.81M Sell
35,684
-769
-2% -$39K 1% 24
2024
Q4 		$1.84M Sell
36,453
-430
-1% -$21.8K 1.04% 24
2024
Q3 		$1.87M Buy
36,883
+6,992
+23% +$355K 1.06% 24
2024
Q2 		$1.51M Buy
29,891
+8,255
+38% +$418K 1.15% 22
2024
Q1 		$1.09M Buy
21,636
+17,549
+429% +$887K 0.87% 26
2023
Q4 		$206K Buy
+4,087
New +$206K 0.19% 60

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

FMB Wealth Management's DUSB Position: Q1 2026 in Review

FMB Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.54% in Q1 2026, selling an estimated $17.3K and leaving 62,232 shares worth $3.16M. The position accounts for 1.31% of the portfolio, ranked #19.

FMB Wealth Management first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.17M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • FMB Wealth Management held 62,232 shares of Dimensional Ultrashort Fixed Income ETF worth $3.16M as of Q1 2026.
  • FMB Wealth Management sold 341 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $17.3K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.31% of FMB Wealth Management's portfolio in Q1 2026, its #19 holding.
  • FMB Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • FMB Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $3.17M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.