Market Street Wealth Management Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Market Street Wealth Management Advisors’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	$17.8M	Buy	350,343 +22,205	+7%	+$1.13M	2.53%	15
2026 Q1	$16.6M	Sell	328,138 -23,407	-7%	-$1.19M	2.62%	14
2025 Q4	$17.8M	Sell	351,545 -135,882	-28%	-$6.9M	2.77%	15
2025 Q3	$24.8M	Sell	487,427 -186,209	-28%	-$9.46M	3.93%	9
2025 Q2	$34.2M	Sell	673,636 -174,189	-21%	-$8.84M	5.58%	5
2025 Q1	$43M	Sell	847,825 -124,357	-13%	-$6.31M	7.31%	3
2024 Q4	$49.2M	Sell	972,182 -92,194	-9%	-$4.68M	8.26%	2
2024 Q3	$54M	Sell	1,064,376 -91,253	-8%	-$4.63M	8.89%	1
2024 Q2	$58.6M	Sell	1,155,629 -48,369	-4%	-$2.45M	10.04%	1
2024 Q1	$60.9M	Buy	1,203,998 +1,044,176	+653%	+$52.8M	10.69%	1
2023 Q4	$8.04M	Buy	+159,822	New	+$8.04M	1.68%	17

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

PMIM

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 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

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

SWM

Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Market Street Wealth Management Advisors's DUSB Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.8% in Q2 2026, buying an estimated $1.13M and bringing the position to 350,343 shares worth $17.8M. The position accounts for 2.53% of the portfolio, ranked #15.

Market Street Wealth Management Advisors first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.9M in Q1 2024. 126 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Market Street Wealth Management Advisors held 350,343 shares of Dimensional Ultrashort Fixed Income ETF worth $17.8M as of Q2 2026.
Market Street Wealth Management Advisors bought 22,205 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.13M.
Dimensional Ultrashort Fixed Income ETF made up 2.53% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #15 holding.
Market Street Wealth Management Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Market Street Wealth Management Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $60.9M in Q1 2024.
126 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.