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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

DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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. 40 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.
  • 40 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.