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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
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

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
VT
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Meredith Wealth Planning's DUSB Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.1% in Q2 2026, buying an estimated $75K and bringing the position to 37,778 shares worth $1.92M. The position accounts for 0.45% of the portfolio, ranked #26.

Meredith Wealth Planning first reported a position in DUSB in Q1 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Meredith Wealth Planning held 37,778 shares of Dimensional Ultrashort Fixed Income ETF worth $1.92M as of Q2 2026.
  • Meredith Wealth Planning bought 1,476 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $75K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.45% of Meredith Wealth Planning's portfolio in Q2 2026, its #26 holding.
  • Meredith Wealth Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.