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

Hobbs Group 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
2024
Q4 		– Sell
-2,000
Closed -$102K – 279
2024
Q3 		$102K Buy
+2,000
New +$101K 0.04% 202

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Hobbs Group Advisors's DUSB Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q4 2024, closing a stake of 2,000 shares — an estimated $102K sold.

Hobbs Group Advisors first reported a position in DUSB in Q3 2024 and held it in 1 quarter. The position peaked at $102K in Q3 2024. 90 funds tracked by Wall St. Rank hold DUSB as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 2,000 Dimensional Ultrashort Fixed Income ETF shares in Q4 2024, an estimated $102K.
  • Hobbs Group Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • Hobbs Group Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $102K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.