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

HighTower 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	$1.79M	Buy	35,310 +6,868	+24%	+$349K	﹤0.01%	1795
2025 Q4	$1.44M	Sell	28,442 -4,737	-14%	-$240K	﹤0.01%	1870
2025 Q3	$1.68M	Buy	33,179 +10,562	+47%	+$536K	﹤0.01%	1735
2025 Q2	$1.15M	Sell	22,617 -978	-4%	-$49.6K	﹤0.01%	1923
2025 Q1	$1.2M	Sell	23,595 -6,322	-21%	-$321K	﹤0.01%	1842
2024 Q4	$1.51M	Buy	29,917 +23,874	+395%	+$1.21M	﹤0.01%	1689
2024 Q3	$307K	Buy	+6,043	New	+$307K	﹤0.01%	2803

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

HighTower Advisors's DUSB Position: Q1 2026 in Review

HighTower Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 24% in Q1 2026, buying an estimated $349K and bringing the position to 35,310 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

HighTower Advisors first reported a position in DUSB in Q3 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

HighTower Advisors held 35,310 shares of Dimensional Ultrashort Fixed Income ETF worth $1.79M as of Q1 2026.
HighTower Advisors bought 6,868 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $349K.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1795 holding.
HighTower Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.