NDWM
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New Dimensions Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

New Dimensions 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
Q1 		$10M Buy
197,755
+6,828
+4% +$347K 8.53% 5
2025
Q4 		$9.67M Buy
190,927
+5,711
+3% +$290K 8.27% 5
2025
Q3 		$9.41M Buy
185,216
+2,011
+1% +$102K 8.24% 5
2025
Q2 		$9.33M Buy
183,205
+5,745
+3% +$291K 8.52% 5
2025
Q1 		$9M Buy
+177,460
New +$9M 9% 5

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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 $819M AUM 18.29% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

New Dimensions Wealth Management's DUSB Position: Q1 2026 in Review

New Dimensions Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.6% in Q1 2026, buying an estimated $347K and bringing the position to 197,755 shares worth $10M. The position accounts for 8.53% of the portfolio, ranked #5.

New Dimensions Wealth Management first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • New Dimensions Wealth Management held 197,755 shares of Dimensional Ultrashort Fixed Income ETF worth $10M as of Q1 2026.
  • New Dimensions Wealth Management bought 6,828 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $347K.
  • Dimensional Ultrashort Fixed Income ETF made up 8.53% of New Dimensions Wealth Management's portfolio in Q1 2026, its #5 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.