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John A. Wolfe & Associates’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

John A. Wolfe & Associates’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
-141,511
Closed -$7.17M – 44
2025
Q4 		$7.17M Buy
+141,511
New +$7.18M 3.87% 5

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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 $8.83B AUM 27.11% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

John A. Wolfe & Associates's DUSB Position: Q1 2026 in Review

John A. Wolfe & Associates sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2026, closing a stake of 141,511 shares — an estimated $7.17M sold.

John A. Wolfe & Associates first reported a position in DUSB in Q4 2025 and held it in 1 quarter. The position peaked at $7.17M in Q4 2025. 196 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • John A. Wolfe & Associates reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • John A. Wolfe & Associates sold 141,511 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $7.17M.
  • John A. Wolfe & Associates first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • John A. Wolfe & Associates's Dimensional Ultrashort Fixed Income ETF position peaked at $7.17M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on John A. Wolfe & Associates's 13F filing for Q1 2026, filed 5 May 2026.