LAM Group’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

LAM Group’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	$4.32K	Sell	85 -745	-90%	-$37.8K	﹤0.01%	114
2026 Q1	$42.1K	Buy	+830	New	+$42.1K	0.02%	90
2025 Q1	–	Sell	-3,130	Closed	-$158K	–	94
2024 Q4	$158K	Buy	3,130 +1,050	+50%	+$53.3K	0.11%	76
2024 Q3	$106K	Sell	2,080 -450	-18%	-$22.8K	0.07%	77
2024 Q2	$128K	Buy	2,530 +110	+5%	+$5.57K	0.11%	73
2024 Q1	$122K	Hold	2,420	–	–	0.1%	71
2023 Q4	$122K	Buy	+2,420	New	+$122K	0.11%	67

Other funds holding DUSB

PCI

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

RFP

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

PMIM

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

SIC

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

DPW

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

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

SWM

Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

PFA

Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

LAM Group's DUSB Position: Q2 2026 in Review

LAM Group reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 90% in Q2 2026, selling an estimated $37.8K and leaving 85 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #114.

LAM Group first reported a position in DUSB in Q4 2023 and has held it in 7 quarters since. The position peaked at $158K in Q4 2024. 94 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

LAM Group held 85 shares of Dimensional Ultrashort Fixed Income ETF worth $4.32K as of Q2 2026.
LAM Group sold 745 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $37.8K.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #114 holding.
LAM Group first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 7 quarters since.
LAM Group's Dimensional Ultrashort Fixed Income ETF position peaked at $158K in Q4 2024.
94 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.