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

Hartmann Taylor 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	$456K	Sell	9,001 -1,500	-14%	-$76.1K	0.3%	42
2025 Q4	$532K	Sell	10,501 -1,094	-9%	-$55.5K	0.36%	37
2025 Q3	$589K	Sell	11,595 -2,695	-19%	-$137K	0.42%	35
2025 Q2	$725K	Sell	14,290 -600	-4%	-$30.4K	0.6%	28
2025 Q1	$755K	Buy	+14,890	New	+$755K	0.68%	27

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

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

Hartmann Taylor Wealth Management's DUSB Position: Q1 2026 in Review

Hartmann Taylor Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 14% in Q1 2026, selling an estimated $76.1K and leaving 9,001 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #42.

Hartmann Taylor Wealth Management first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $755K in Q1 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Hartmann Taylor Wealth Management held 9,001 shares of Dimensional Ultrashort Fixed Income ETF worth $456K as of Q1 2026.
Hartmann Taylor Wealth Management sold 1,500 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $76.1K.
Dimensional Ultrashort Fixed Income ETF made up 0.3% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #42 holding.
Hartmann Taylor Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $755K in Q1 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.