Modera Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Modera Wealth Management’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	$455K	Buy	+8,960	New	+$455K	﹤0.01%	478

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Modera Wealth Management's DUSB Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026: 8,960 shares worth $455K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Modera Wealth Management held 8,960 shares of Dimensional Ultrashort Fixed Income ETF worth $455K as of Q2 2026.
Dimensional Ultrashort Fixed Income ETF was a new Modera Wealth Management position in Q2 2026.
Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #478 holding.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.