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

HHM 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
Q1 		– Sell
-109
Closed -$5.52K – 890
2025
Q4 		$5.52K Hold
109
– – ﹤0.01% 695
2025
Q3 		$5.54K Buy
+109
New +$5.54K ﹤0.01% 713

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 $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
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 $919M AUM 23.4% 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

HHM Wealth Advisors's DUSB Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2026, closing a stake of 109 shares — an estimated $5.52K sold.

HHM Wealth Advisors first reported a position in DUSB in Q3 2025 and held it in 2 quarters. The position peaked at $5.54K in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 109 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $5.52K.
  • HHM Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $5.54K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.