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 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

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

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 $819M AUM 18.29% 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

PCA Investment Advisory Services's DUSB Position: Q1 2026 in Review

PCA Investment Advisory Services increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.68% in Q1 2026, buying an estimated $10K and bringing the position to 29,458 shares worth $1.49M. The position accounts for 0.5% of the portfolio, ranked #35.

PCA Investment Advisory Services first reported a position in DUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.16M in Q2 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

PCA Investment Advisory Services held 29,458 shares of Dimensional Ultrashort Fixed Income ETF worth $1.49M as of Q1 2026.
PCA Investment Advisory Services bought 198 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $10K.
Dimensional Ultrashort Fixed Income ETF made up 0.5% of PCA Investment Advisory Services's portfolio in Q1 2026, its #35 holding.
PCA Investment Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
PCA Investment Advisory Services's Dimensional Ultrashort Fixed Income ETF position peaked at $2.16M in Q2 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.