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

Moran Wealth Management’s Portfolio DUSB Stock Details DUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.41M Buy
+185,413
New +$9.41M 0.29% 107
2025
Q1 		– Sell
-103,679
Closed -$5.25M – 456
2024
Q4 		$5.25M Buy
+103,679
New +$5.25M 0.17% 162