PCA Investment Advisory Services’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

PCA Investment Advisory Services’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	$566K	Sell	11,215 -3,764	-25%	-$191K	0.15%	55
2026 Q2	$761K	Sell	14,979 -14,479	-49%	-$735K	0.21%	51
2026 Q1	$1.49M	Buy	29,458 +198	+0.7%	+$10K	0.5%	35
2025 Q4	$1.48M	Sell	29,260 -10,999	-27%	-$558K	0.52%	32
2025 Q3	$2.04M	Sell	40,259 -2,238	-5%	-$114K	0.76%	28
2025 Q2	$2.16M	Buy	42,497 +1,997	+5%	+$101K	0.91%	26
2025 Q1	$2.05M	Buy	+40,500	New	+$2.05M	1.09%	23

Other funds holding DUSB

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 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

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

PCA Investment Advisory Services's DUSB Position: Q3 2026 in Review

PCA Investment Advisory Services reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 25% in Q3 2026, selling an estimated $191K and leaving 11,215 shares worth $566K. The position accounts for 0.15% of the portfolio, ranked #55.

PCA Investment Advisory Services first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.16M in Q2 2025. 133 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

PCA Investment Advisory Services held 11,215 shares of Dimensional Ultrashort Fixed Income ETF worth $566K as of Q3 2026.
PCA Investment Advisory Services sold 3,764 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $191K.
Dimensional Ultrashort Fixed Income ETF made up 0.15% of PCA Investment Advisory Services's portfolio in Q3 2026, its #55 holding.
PCA Investment Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
PCA Investment Advisory Services's Dimensional Ultrashort Fixed Income ETF position peaked at $2.16M in Q2 2025.
133 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on PCA Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.