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Legacy Wealth Management (Idaho)’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,813
Closed -$91.9K – 396
2026
Q1 		$91.9K Hold
1,813
– – 0.05% 195
2025
Q4 		$91.8K Hold
1,813
– – 0.04% 158
2025
Q3 		$92.1K Hold
1,813
– – 0.04% 132
2025
Q2 		$92K Hold
1,813
– – 0.05% 114
2025
Q1 		$92K Buy
+1,813
New +$92K 0.07% 101

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 Wealth Management (Idaho)'s DUSB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026, closing a stake of 1,813 shares — an estimated $91.9K sold.

Legacy Wealth Management (Idaho) first reported a position in DUSB in Q1 2025 and held it in 5 quarters. The position peaked at $92.1K in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,813 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $91.9K.
  • Legacy Wealth Management (Idaho) first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s Dimensional Ultrashort Fixed Income ETF position peaked at $92.1K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.