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 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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

PMIM

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Harvest Winter Park, Florida $242M AUM 23.25% 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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Hartmann Taylor Wealth Management's DUSB Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q2 2026 at 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 6 quarters since. The position peaked at $755K in Q1 2025. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Hartmann Taylor Wealth Management held 9,001 shares of Dimensional Ultrashort Fixed Income ETF worth $456K as of Q2 2026.
Hartmann Taylor Wealth Management left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Ultrashort Fixed Income ETF made up 0.3% of Hartmann Taylor Wealth Management's portfolio in Q2 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 6 quarters since.
Hartmann Taylor Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $755K in Q1 2025.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.