Mills Wealth Advisors’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 | $824K | Sell |
16,236
-5,491
| -25% | -$279K | 0.38% | 36 |
|
|
2025
Q1 | $1.1M | Sell |
21,727
-11,767
| -35% | -$597K | 0.59% | 27 |
|
|
2024
Q4 | $1.69M | Sell |
33,494
-22,609
| -40% | -$1.14M | 0.96% | 23 |
|
|
2024
Q3 | $2.85M | Sell |
56,103
-4,694
| -8% | -$238K | 1.96% | 15 |
|
|
2024
Q2 | $3.08M | Buy |
60,797
+8,028
| +15% | +$407K | 2.2% | 12 |
|
|
2024
Q1 | $2.67M | Buy |
52,769
+20,711
| +65% | +$1.05M | 1.96% | 13 |
|
|
2023
Q4 | $1.61M | Buy |
+32,058
| New | +$1.61M | 1.23% | 17 |
|