Onyx Financial Advisors
DUSB icon

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
Q3 		$13.5M Buy
266,427
+12,620
+5% +$640K 4.8% 4
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Prudent Man Investment Management
Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Onyx Financial Advisors's DUSB Position: Q3 2026 in Review

Onyx Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 5% in Q3 2026, buying an estimated $640K and bringing the position to 266,427 shares worth $13.5M. The position accounts for 4.8% of the portfolio, ranked #4.

Onyx Financial Advisors first reported a position in DUSB in Q4 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • Onyx Financial Advisors held 266,427 shares of Dimensional Ultrashort Fixed Income ETF worth $13.5M as of Q3 2026.
  • Onyx Financial Advisors bought 12,620 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $640K.
  • Dimensional Ultrashort Fixed Income ETF made up 4.8% of Onyx Financial Advisors's portfolio in Q3 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 12 quarters since.
  • 124 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Onyx Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.