PWM
DUSB icon

Parkworth Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$1.35M Sell
26,692
-12,614
-32% -$640K 0.98% 24
2025
Q1 		$1.99M Buy
39,306
+9,797
+33% +$497K 1.59% 18
2024
Q4 		$1.49M Buy
+29,509
New +$1.5M 1.24% 18

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
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
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Parkworth Wealth Management's DUSB Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 32% in Q2 2025, selling an estimated $640K and leaving 26,692 shares worth $1.35M. The position accounts for 0.98% of the portfolio, ranked #24.

Parkworth Wealth Management first reported a position in DUSB in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2025. 127 funds tracked by Wall St. Rank hold DUSB as of Q2 2025.

  • Parkworth Wealth Management held 26,692 shares of Dimensional Ultrashort Fixed Income ETF worth $1.35M as of Q2 2025.
  • Parkworth Wealth Management sold 12,614 Dimensional Ultrashort Fixed Income ETF shares in Q2 2025, an estimated $640K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.98% of Parkworth Wealth Management's portfolio in Q2 2025, its #24 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $1.99M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.