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Legacy Financial Group (Oklahoma)’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Legacy Financial Group (Oklahoma)’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
Q1 		$310K Buy
6,123
+1,341
+28% +$68.1K 0.08% 67
2025
Q4 		$242K Buy
4,782
+656
+16% +$33.3K 0.06% 78
2025
Q3 		$210K Sell
4,126
-527
-11% -$26.8K 0.06% 84
2025
Q2 		$236K Sell
4,653
-1,465
-24% -$74.3K 0.07% 74
2025
Q1 		$310K Sell
6,118
-570
-9% -$28.9K 0.1% 62
2024
Q4 		$338K Sell
6,688
-1,229
-16% -$62.4K 0.11% 62
2024
Q3 		$401K Buy
7,917
+1,212
+18% +$61.5K 0.14% 52
2024
Q2 		$340K Buy
6,705
+2,581
+63% +$131K 0.13% 53
2024
Q1 		$209K Sell
4,124
-459
-10% -$23.2K 0.08% 70
2023
Q4 		$231K Buy
+4,583
New +$230K 0.1% 64

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
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DUSB Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 28% in Q1 2026, buying an estimated $68.1K and bringing the position to 6,123 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #67.

Legacy Financial Group (Oklahoma) first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $401K in Q3 2024. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 6,123 shares of Dimensional Ultrashort Fixed Income ETF worth $310K as of Q1 2026.
  • Legacy Financial Group (Oklahoma) bought 1,341 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $68.1K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.08% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #67 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Oklahoma)'s Dimensional Ultrashort Fixed Income ETF position peaked at $401K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.