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
Q3 		$2.13M Buy
42,223
+4,445
+12% +$226K 0.53% 24
2026
Q2 		$1.92M Buy
37,778
+1,476
+4% +$75K 0.45% 26
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

FH
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
WC
Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return

Meredith Wealth Planning's DUSB Position: Q3 2026 in Review

Meredith Wealth Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 12% in Q3 2026, buying an estimated $226K and bringing the position to 42,223 shares worth $2.13M. The position accounts for 0.53% of the portfolio, ranked #24.

Meredith Wealth Planning first reported a position in DUSB in Q1 2024 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • Meredith Wealth Planning held 42,223 shares of Dimensional Ultrashort Fixed Income ETF worth $2.13M as of Q3 2026.
  • Meredith Wealth Planning bought 4,445 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $226K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.53% of Meredith Wealth Planning's portfolio in Q3 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 10 quarters since.
  • 40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.