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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-65,525
Closed -$3.32M – 510
2026
Q1 		$3.32M Sell
65,525
-110,401
-63% -$5.6M 0.1% 253
2025
Q4 		$8.91M Buy
175,926
+51,559
+41% +$2.62M 0.27% 116
2025
Q3 		$6.32M Sell
124,367
-61,046
-33% -$3.1M 0.19% 143
2025
Q2 		$9.41M Buy
+185,413
New +$9.41M 0.29% 108
2025
Q1 		– Sell
-103,679
Closed -$5.25M – 456
2024
Q4 		$5.25M Buy
+103,679
New +$5.26M 0.17% 162

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

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

Moran Wealth Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2026, closing a stake of 65,525 shares — an estimated $3.32M sold.

Moran Wealth Management first reported a position in DUSB in Q4 2024 and held it in 5 quarters. The position peaked at $9.41M in Q2 2025. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Moran Wealth Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 65,525 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $3.32M.
  • Moran Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and held it in 5 quarters.
  • Moran Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $9.41M in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.