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Kiker Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Kiker 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
2025
Q4 		– Sell
-4,550
Closed -$231K – 40
2025
Q3 		$231K Sell
4,550
-1,350
-23% -$68.6K 0.12% 101
2025
Q2 		$299K Buy
+5,900
New +$299K 0.17% 80

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Kiker Wealth Management's DUSB Position: Q4 2025 in Review

Kiker Wealth Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q4 2025, closing a stake of 4,550 shares — an estimated $231K sold.

Kiker Wealth Management first reported a position in DUSB in Q2 2025 and held it in 2 quarters. The position peaked at $299K in Q2 2025. 170 funds tracked by Wall St. Rank hold DUSB as of Q4 2025.

  • Kiker Wealth Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 4,550 Dimensional Ultrashort Fixed Income ETF shares in Q4 2025, an estimated $231K.
  • Kiker Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $299K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.