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

IFP 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 		$19K Sell
374
-186
-33% -$9.45K ﹤0.01% 3008
2026
Q1 		$28.4K Buy
560
+38
+7% +$1.93K ﹤0.01% 2576
2025
Q4 		$26.4K Buy
522
+102
+24% +$5.18K ﹤0.01% 2575
2025
Q3 		$21.3K Buy
+420
New +$21.3K ﹤0.01% 2541

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

IFP Advisors's DUSB Position: Q2 2026 in Review

IFP Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 33% in Q2 2026, selling an estimated $9.45K and leaving 374 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

IFP Advisors first reported a position in DUSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.4K in Q1 2026. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • IFP Advisors held 374 shares of Dimensional Ultrashort Fixed Income ETF worth $19K as of Q2 2026.
  • IFP Advisors sold 186 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $9.45K.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3008 holding.
  • IFP Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $28.4K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.