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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
Q2 		$390K Buy
7,687
+1,564
+26% +$79.4K 0.09% 63
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 $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Legacy Financial Group (Oklahoma)'s DUSB Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 26% in Q2 2026, buying an estimated $79.4K and bringing the position to 7,687 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #63.

Legacy Financial Group (Oklahoma) first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $401K in Q3 2024. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 7,687 shares of Dimensional Ultrashort Fixed Income ETF worth $390K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 1,564 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $79.4K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.09% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #63 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Financial Group (Oklahoma)'s Dimensional Ultrashort Fixed Income ETF position peaked at $401K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.