MASECO Private Wealth’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

MASECO Private Wealth’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	$1.44M	Buy	28,419 +21,767	+327%	+$1.11M	0.04%	56
2026 Q1	$337K	Buy	6,652 +3,440	+107%	+$175K	0.01%	91
2025 Q4	$163K	Buy	3,212 +22	+0.7%	+$1.12K	0.01%	99
2025 Q3	$162K	Sell	3,190 -21,950	-87%	-$1.11M	0.01%	53
2025 Q2	$1.28M	Buy	+25,140	New	+$1.28M	0.05%	57

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

MASECO Private Wealth's DUSB Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 327% in Q2 2026, buying an estimated $1.11M and bringing the position to 28,419 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #56.

MASECO Private Wealth first reported a position in DUSB in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

MASECO Private Wealth held 28,419 shares of Dimensional Ultrashort Fixed Income ETF worth $1.44M as of Q2 2026.
MASECO Private Wealth bought 21,767 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.11M.
Dimensional Ultrashort Fixed Income ETF made up 0.04% of MASECO Private Wealth's portfolio in Q2 2026, its #56 holding.
MASECO Private Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.