LPL Financial
DUSB icon

LPL Financial’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

LPL Financial’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 		$2.17M Buy
42,879
+28,582
+200% +$1.45M ﹤0.01% 3427
2025
Q4 		$724K Buy
14,297
+1,646
+13% +$83.6K ﹤0.01% 4383
2025
Q3 		$642K Sell
12,651
-8,697
-41% -$442K ﹤0.01% 4418
2025
Q2 		$1.08M Buy
21,348
+15,943
+295% +$809K ﹤0.01% 3679
2025
Q1 		$274K Buy
5,405
+43
+0.8% +$2.18K ﹤0.01% 4647
2024
Q4 		$271K Buy
+5,362
New +$272K ﹤0.01% 4616

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

LPL Financial's DUSB Position: Q1 2026 in Review

LPL Financial increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 200% in Q1 2026, buying an estimated $1.45M and bringing the position to 42,879 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

LPL Financial first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • LPL Financial held 42,879 shares of Dimensional Ultrashort Fixed Income ETF worth $2.17M as of Q1 2026.
  • LPL Financial bought 28,582 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $1.45M.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3427 holding.
  • LPL Financial first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.