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Onyx Financial Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Onyx Financial Advisors’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 		$12.9M Buy
253,807
+26,695
+12% +$1.36M 4.64% 4
2026
Q1 		$11.5M Buy
227,112
+22,446
+11% +$1.14M 4.78% 4
2025
Q4 		$10.4M Buy
204,666
+36,668
+22% +$1.86M 4.39% 4
2025
Q3 		$8.53M Buy
167,998
+9,324
+6% +$474K 3.77% 4
2025
Q2 		$8.05M Buy
158,674
+5,837
+4% +$296K 3.82% 4
2025
Q1 		$7.75M Buy
152,837
+26,617
+21% +$1.35M 4.1% 4
2024
Q4 		$6.39M Buy
126,220
+14,621
+13% +$742K 3.5% 5
2024
Q3 		$5.67M Buy
111,599
+13,753
+14% +$698K 3.11% 5
2024
Q2 		$4.96M Buy
97,846
+26,192
+37% +$1.33M 2.97% 5
2024
Q1 		$3.62M Buy
71,654
+39,775
+125% +$2.01M 2.24% 5
2023
Q4 		$1.6M Buy
+31,879
New +$1.6M 1.17% 6

Other funds holding DUSB

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
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
PFA
Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $297M AUM
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
WC
Wolfstich Capital Medfield, Massachusetts $130M AUM 16.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

Onyx Financial Advisors's DUSB Position: Q2 2026 in Review

Onyx Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 12% in Q2 2026, buying an estimated $1.36M and bringing the position to 253,807 shares worth $12.9M. The position accounts for 4.64% of the portfolio, ranked #4.

Onyx Financial Advisors first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Onyx Financial Advisors held 253,807 shares of Dimensional Ultrashort Fixed Income ETF worth $12.9M as of Q2 2026.
  • Onyx Financial Advisors bought 26,695 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.36M.
  • Dimensional Ultrashort Fixed Income ETF made up 4.64% of Onyx Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Onyx Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.