FMB Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 |
|