Forza Wealth Management
DUSB icon

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

Forza 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
Q3 		$2.09M Buy
41,370
+2,676
+7% +$136K 0.6% 48
2026
Q2 		$1.96M Buy
38,694
+494
+1% +$25.1K 0.6% 45
2026
Q1 		$1.94M Buy
38,200
+13,500
+55% +$685K 0.67% 44
2025
Q4 		$1.25M Buy
24,700
+19,700
+394% +$1M 0.45% 49
2025
Q3 		$254K Buy
+5,000
New +$254K 0.1% 173

Other funds holding DUSB

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Pillar Financial Advisors
Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forza Wealth Management's DUSB Position: Q3 2026 in Review

Forza Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.9% in Q3 2026, buying an estimated $136K and bringing the position to 41,370 shares worth $2.09M. The position accounts for 0.6% of the portfolio, ranked #48.

Forza Wealth Management first reported a position in DUSB in Q3 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • Forza Wealth Management held 41,370 shares of Dimensional Ultrashort Fixed Income ETF worth $2.09M as of Q3 2026.
  • Forza Wealth Management bought 2,676 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $136K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.6% of Forza Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Forza Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.