Integrated Wealth Concepts’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Integrated Wealth Concepts’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	$3K	Buy	+59	New	+$3K	﹤0.01%	5212

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

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

Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return

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

Financial Plan Inc Bellingham, Washington $1.05B AUM

Integrated Wealth Concepts's DUSB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026: 59 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #5212 among its holdings.

186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Integrated Wealth Concepts held 59 shares of Dimensional Ultrashort Fixed Income ETF worth $3K as of Q2 2026.
Dimensional Ultrashort Fixed Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5212 holding.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.