Henrickson Nauta Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Henrickson Nauta Wealth Advisors’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	$957K	Buy	18,849 +9,514	+102%	+$483K	0.23%	39
2026 Q1	$473K	Buy	+9,335	New	+$474K	0.13%	53

Other funds holding DUSB

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

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DWR Wealth Management San Jose, California $134M AUM

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Torren Management San Diego, California $197M AUM