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New Capital Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

New Capital 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
2025
Q4 		– Sell
-4,470
Closed -$227K – 56
2025
Q3 		$227K Buy
+4,470
New +$227K 0.06% 54

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

New Capital Management's DUSB Position: Q4 2025 in Review

New Capital Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q4 2025, closing a stake of 4,470 shares — an estimated $227K sold.

New Capital Management first reported a position in DUSB in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 170 funds tracked by Wall St. Rank hold DUSB as of Q4 2025.

  • New Capital Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • New Capital Management sold 4,470 Dimensional Ultrashort Fixed Income ETF shares in Q4 2025, an estimated $227K.
  • New Capital Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • New Capital Management's Dimensional Ultrashort Fixed Income ETF position peaked at $227K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q4 2025.

Based on New Capital Management's 13F filing for Q4 2025, filed 20 Jan 2026.