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Legacy Investment Solutions’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$92K Buy
+1,813
New +$92K 0.05% 114

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 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 $248M AUM 21.64% 1-Year Est. Return

Legacy Investment Solutions's DUSB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2025: 1,813 shares worth $92K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings.

127 funds tracked by Wall St. Rank hold DUSB as of Q2 2025.

  • Legacy Investment Solutions held 1,813 shares of Dimensional Ultrashort Fixed Income ETF worth $92K as of Q2 2025.
  • Dimensional Ultrashort Fixed Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Dimensional Ultrashort Fixed Income ETF made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #114 holding.
  • 127 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.