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Live Oak Private Wealth’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Live Oak Private Wealth’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 		$965K Buy
19,031
+4,693
+33% +$238K 0.13% 103
2025
Q4 		$726K Hold
14,338
– – 0.1% 111
2025
Q3 		$728K Sell
14,338
-9,372
-40% -$476K 0.1% 111
2025
Q2 		$1.2M Buy
23,710
+11,132
+89% +$565K 0.18% 93
2025
Q1 		$638K Buy
+12,578
New +$638K 0.1% 111

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

Live Oak Private Wealth's DUSB Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 33% in Q1 2026, buying an estimated $238K and bringing the position to 19,031 shares worth $965K. The position accounts for 0.13% of the portfolio, ranked #103.

Live Oak Private Wealth first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Live Oak Private Wealth held 19,031 shares of Dimensional Ultrashort Fixed Income ETF worth $965K as of Q1 2026.
  • Live Oak Private Wealth bought 4,693 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $238K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.13% of Live Oak Private Wealth's portfolio in Q1 2026, its #103 holding.
  • Live Oak Private Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Private Wealth's Dimensional Ultrashort Fixed Income ETF position peaked at $1.2M in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.