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LRI Investments’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

LRI Investments’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 		$2.73M Buy
53,750
+14,496
+37% +$736K 0.22% 57
2026
Q1 		$1.99M Buy
39,254
+6,406
+20% +$325K 0.18% 69
2025
Q4 		$1.66M Buy
32,848
+8,580
+35% +$436K 0.13% 75
2025
Q3 		$1.23M Buy
24,268
+12,533
+107% +$636K 0.1% 98
2025
Q2 		$596K Hold
11,735
– – 0.05% 158
2025
Q1 		$595K Buy
+11,735
New +$595K 0.06% 148

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

LRI Investments's DUSB Position: Q2 2026 in Review

LRI Investments increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 37% in Q2 2026, buying an estimated $736K and bringing the position to 53,750 shares worth $2.73M. The position accounts for 0.22% of the portfolio, ranked #57.

LRI Investments first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • LRI Investments held 53,750 shares of Dimensional Ultrashort Fixed Income ETF worth $2.73M as of Q2 2026.
  • LRI Investments bought 14,496 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $736K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.22% of LRI Investments's portfolio in Q2 2026, its #57 holding.
  • LRI Investments first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.