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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
Q2 		$7.69M Buy
151,487
+3,225
+2% +$164K 1.24% 17
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 $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Parkwoods Wealth Partners's DUSB Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 2.2% in Q2 2026, buying an estimated $164K and bringing the position to 151,487 shares worth $7.69M. The position accounts for 1.24% of the portfolio, ranked #17.

Parkwoods Wealth Partners first reported a position in DUSB in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Parkwoods Wealth Partners held 151,487 shares of Dimensional Ultrashort Fixed Income ETF worth $7.69M as of Q2 2026.
  • Parkwoods Wealth Partners bought 3,225 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $164K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.24% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.