Kings Path Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Kings Path Partners’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 Q3	$2.78M	Sell	54,983 -2,430	-4%	-$123K	0.73%	27
2026 Q2	$2.92M	Buy	57,413 +32,548	+131%	+$1.65M	0.78%	28
2026 Q1	$1.26M	Sell	24,865 -3,042	-11%	-$154K	0.43%	31
2025 Q4	$1.41M	Sell	27,907 -3,569	-11%	-$181K	0.5%	30
2025 Q3	$1.6M	Sell	31,476 -2,268	-7%	-$115K	0.59%	27
2025 Q2	$1.71M	Sell	33,744 -10,656	-24%	-$541K	0.69%	24
2025 Q1	$2.25M	Buy	44,400 +20,784	+88%	+$1.05M	1.1%	21
2024 Q4	$1.19M	Sell	23,616 -23,917	-50%	-$1.21M	0.51%	43
2024 Q3	$2.41M	Buy	47,533 +45,048	+1,813%	+$2.29M	1.01%	19
2024 Q2	$126K	Buy	+2,485	New	+$126K	0.06%	126

Other funds holding DUSB

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Kings Path Partners's DUSB Position: Q3 2026 in Review

Kings Path Partners reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.2% in Q3 2026, selling an estimated $123K and leaving 54,983 shares worth $2.78M. The position accounts for 0.73% of the portfolio, ranked #27.

Kings Path Partners first reported a position in DUSB in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.92M in Q2 2026. 72 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Kings Path Partners held 54,983 shares of Dimensional Ultrashort Fixed Income ETF worth $2.78M as of Q3 2026.
Kings Path Partners sold 2,430 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $123K.
Dimensional Ultrashort Fixed Income ETF made up 0.73% of Kings Path Partners's portfolio in Q3 2026, its #27 holding.
Kings Path Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $2.92M in Q2 2026.
72 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.