PWP
DUSB icon

Parkwoods Wealth Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Parkwoods Wealth Partners’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 		$7.52M Sell
148,262
-2,593
-2% -$132K 1.84% 12
2025
Q4 		$7.64M Buy
150,855
+27,003
+22% +$1.37M 2.25% 9
2025
Q3 		$6.29M Buy
+123,852
New +$6.29M 2.15% 8

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 $919M AUM 23.4% 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

Parkwoods Wealth Partners's DUSB Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1.7% in Q1 2026, selling an estimated $132K and leaving 148,262 shares worth $7.52M. The position accounts for 1.84% of the portfolio, ranked #12.

Parkwoods Wealth Partners first reported a position in DUSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.64M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Parkwoods Wealth Partners held 148,262 shares of Dimensional Ultrashort Fixed Income ETF worth $7.52M as of Q1 2026.
  • Parkwoods Wealth Partners sold 2,593 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $132K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.84% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Parkwoods Wealth Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $7.64M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.