KSWWM
DUSB icon

Keyes Stange & Wooten Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Keyes Stange & Wooten Wealth Management’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
-12,128
Closed -$616K – 72
2024
Q3 		$616K Sell
12,128
-55,294
-82% -$2.81M 0.37% 39
2024
Q2 		$3.42M Buy
+67,422
New +$3.41M 2.38% 10

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

Keyes Stange & Wooten Wealth Management's DUSB Position: Q4 2024 in Review

Keyes Stange & Wooten Wealth Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q4 2024, closing a stake of 12,128 shares — an estimated $616K sold.

Keyes Stange & Wooten Wealth Management first reported a position in DUSB in Q2 2024 and held it in 2 quarters. The position peaked at $3.42M in Q2 2024. 90 funds tracked by Wall St. Rank hold DUSB as of Q4 2024.

  • Keyes Stange & Wooten Wealth Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 12,128 Dimensional Ultrashort Fixed Income ETF shares in Q4 2024, an estimated $616K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and held it in 2 quarters.
  • Keyes Stange & Wooten Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $3.42M in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q4 2024.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.