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

Forum Financial 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
2025
Q3 		– Sell
-16,855
Closed -$855K – 1023
2025
Q2 		$855K Buy
16,855
+359
+2% +$18.2K 0.01% 247
2025
Q1 		$837K Buy
+16,496
New +$837K 0.01% 235

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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 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

Forum Financial Management's DUSB Position: Q3 2025 in Review

Forum Financial Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q3 2025, closing a stake of 16,855 shares — an estimated $855K sold.

Forum Financial Management first reported a position in DUSB in Q1 2025 and held it in 2 quarters. The position peaked at $855K in Q2 2025. 140 funds tracked by Wall St. Rank hold DUSB as of Q3 2025.

  • Forum Financial Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 16,855 Dimensional Ultrashort Fixed Income ETF shares in Q3 2025, an estimated $855K.
  • Forum Financial Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Forum Financial Management's Dimensional Ultrashort Fixed Income ETF position peaked at $855K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.