Outbound Financial Inc’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Outbound Financial Inc’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	$3.85M	Buy	76,341 +663	+0.9%	+$33.6K	2.45%	10
2026 Q2	$3.84M	Buy	75,678 +36,181	+92%	+$1.84M	2.49%	9
2026 Q1	$2M	Sell	39,497 -3,066	-7%	-$156K	1.5%	16
2025 Q4	$2.16M	Buy	42,563 +4,452	+12%	+$226K	1.68%	14
2025 Q3	$1.94M	Buy	38,111 +4,595	+14%	+$233K	1.58%	17
2025 Q2	$1.7M	Buy	+33,516	New	+$1.7M	1.55%	14

Other funds holding DUSB

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Outbound Financial Inc's DUSB Position: Q3 2026 in Review

Outbound Financial Inc increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.88% in Q3 2026, buying an estimated $33.6K and bringing the position to 76,341 shares worth $3.85M. The position accounts for 2.45% of the portfolio, ranked #10.

Outbound Financial Inc first reported a position in DUSB in Q2 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Outbound Financial Inc held 76,341 shares of Dimensional Ultrashort Fixed Income ETF worth $3.85M as of Q3 2026.
Outbound Financial Inc bought 663 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $33.6K.
Dimensional Ultrashort Fixed Income ETF made up 2.45% of Outbound Financial Inc's portfolio in Q3 2026, its #10 holding.
Outbound Financial Inc first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.