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

Navigoe 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 		$2.06M Sell
40,660
-2,444
-6% -$124K 1.56% 19
2025
Q1 		$2.19M Buy
43,104
+9,510
+28% +$482K 1.89% 17
2024
Q4 		$1.7M Buy
+33,594
New +$1.7M 1.66% 15