Meredith Wealth Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$591K | 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 |
|