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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
Q2 		$4.77M Buy
93,936
+74,905
+394% +$3.8M 0.6% 56
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 $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

Live Oak Private Wealth's DUSB Position: Q2 2026 in Review

Live Oak Private Wealth increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 394% in Q2 2026, buying an estimated $3.8M and bringing the position to 93,936 shares worth $4.77M. The position accounts for 0.6% of the portfolio, ranked #56.

Live Oak Private Wealth first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Live Oak Private Wealth held 93,936 shares of Dimensional Ultrashort Fixed Income ETF worth $4.77M as of Q2 2026.
  • Live Oak Private Wealth bought 74,905 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $3.8M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.6% of Live Oak Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Live Oak Private Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.