MWP
DUSB icon

Meredith Wealth Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Meredith Wealth Planning’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 		$1.84M Buy
36,302
+17,410
+92% +$884K 0.5% 24
2025
Q4 		$957K Sell
18,892
-56
-0.3% -$2.84K 0.28% 34
2025
Q3 		$962K Sell
18,948
-6,846
-27% -$348K 0.31% 32
2025
Q2 		$1.31M Buy
25,794
+6,404
+33% +$325K 0.48% 25
2025
Q1 		$984K Sell
19,390
-7,506
-28% -$381K 0.43% 30
2024
Q4 		$1.36M Buy
26,896
+11,684
+77% +$593K 0.61% 23
2024
Q3 		$772K Buy
+15,212
New +$772K 0.37% 28
2024
Q2 		– Sell
-4,365
Closed -$221K – 45
2024
Q1 		$221K Buy
+4,365
New +$221K 0.12% 40

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

Meredith Wealth Planning's DUSB Position: Q1 2026 in Review

Meredith Wealth Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 92% in Q1 2026, buying an estimated $884K and bringing the position to 36,302 shares worth $1.84M. The position accounts for 0.5% of the portfolio, ranked #24.

Meredith Wealth Planning first reported a position in DUSB in Q1 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Meredith Wealth Planning held 36,302 shares of Dimensional Ultrashort Fixed Income ETF worth $1.84M as of Q1 2026.
  • Meredith Wealth Planning bought 17,410 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $884K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.5% of Meredith Wealth Planning's portfolio in Q1 2026, its #24 holding.
  • Meredith Wealth Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.