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Mills Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Mills Wealth Advisors’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
2025
Q3 		– Sell
-16,236
Closed -$824K – 73
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% -$1.15M 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

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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 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

Mills Wealth Advisors's DUSB Position: Q3 2025 in Review

Mills Wealth Advisors sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q3 2025, closing a stake of 16,236 shares — an estimated $824K sold.

Mills Wealth Advisors first reported a position in DUSB in Q4 2023 and held it in 7 quarters. The position peaked at $3.08M in Q2 2024. 139 funds tracked by Wall St. Rank hold DUSB as of Q3 2025.

  • Mills Wealth Advisors reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Mills Wealth Advisors sold 16,236 Dimensional Ultrashort Fixed Income ETF shares in Q3 2025, an estimated $824K.
  • Mills Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and held it in 7 quarters.
  • Mills Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $3.08M in Q2 2024.
  • 139 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2025.

Based on Mills Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.