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 Q3	$313K	Sell	6,201 -2,800	-31%	-$142K	0.18%	49
2026 Q2	$456K	Hold	9,001	–	–	0.3%	42
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Hartmann Taylor Wealth Management's DUSB Position: Q3 2026 in Review

Hartmann Taylor Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 31% in Q3 2026, selling an estimated $142K and leaving 6,201 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #49.

Hartmann Taylor Wealth Management first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $755K in Q1 2025. 120 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Hartmann Taylor Wealth Management held 6,201 shares of Dimensional Ultrashort Fixed Income ETF worth $313K as of Q3 2026.
Hartmann Taylor Wealth Management sold 2,800 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $142K.
Dimensional Ultrashort Fixed Income ETF made up 0.18% of Hartmann Taylor Wealth Management's portfolio in Q3 2026, its #49 holding.
Hartmann Taylor Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Hartmann Taylor Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $755K in Q1 2025.
120 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.