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 Q3	$4.8K	Buy	95 +10	+12%	+$507	﹤0.01%	111
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

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

Vise Technologies New York $12B AUM 18.78% 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

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 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

LAM Group's DUSB Position: Q3 2026 in Review

LAM Group increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 12% in Q3 2026, buying an estimated $507 and bringing the position to 95 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #111.

LAM Group first reported a position in DUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $158K in Q4 2024. 87 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

LAM Group held 95 shares of Dimensional Ultrashort Fixed Income ETF worth $4.8K as of Q3 2026.
LAM Group bought 10 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $507.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #111 holding.
LAM Group first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 8 quarters since.
LAM Group's Dimensional Ultrashort Fixed Income ETF position peaked at $158K in Q4 2024.
87 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.