PWM
DUSB icon

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

PBMares 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
Q3 		$1.05M Buy
20,696
+139
+0.7% +$7.06K 0.17% 71
2025
Q2 		$1.04M Sell
20,557
-24,209
-54% -$1.23M 0.19% 63
2025
Q1 		$2.27M Buy
44,766
+12,725
+40% +$645K 0.45% 32
2024
Q4 		$1.62M Buy
+32,041
New +$1.63M 0.33% 47

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
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 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

PBMares Wealth Management's DUSB Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.68% in Q3 2025, buying an estimated $7.06K and bringing the position to 20,696 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #71.

PBMares Wealth Management first reported a position in DUSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.27M in Q1 2025. 139 funds tracked by Wall St. Rank hold DUSB as of Q3 2025.

  • PBMares Wealth Management held 20,696 shares of Dimensional Ultrashort Fixed Income ETF worth $1.05M as of Q3 2025.
  • PBMares Wealth Management bought 139 Dimensional Ultrashort Fixed Income ETF shares in Q3 2025, an estimated $7.06K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.17% of PBMares Wealth Management's portfolio in Q3 2025, its #71 holding.
  • PBMares Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 4 quarters since.
  • PBMares Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $2.27M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.