LWM
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LJI Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

LJI Wealth Management’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 		– Sell
-18,763
Closed -$950K – 200
2025
Q4 		$950K Buy
+18,763
New +$953K 0.14% 69

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

LJI Wealth Management's DUSB Position: Q1 2026 in Review

LJI Wealth Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2026, closing a stake of 18,763 shares — an estimated $950K sold.

LJI Wealth Management first reported a position in DUSB in Q4 2025 and held it in 1 quarter. The position peaked at $950K in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • LJI Wealth Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • LJI Wealth Management sold 18,763 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $950K.
  • LJI Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • LJI Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $950K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.