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 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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

PCA Investment Advisory Services's DUSB Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 49% in Q2 2026, selling an estimated $735K and leaving 14,979 shares worth $761K. The position accounts for 0.21% of the portfolio, ranked #51.

PCA Investment Advisory Services first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.16M in Q2 2025. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

PCA Investment Advisory Services held 14,979 shares of Dimensional Ultrashort Fixed Income ETF worth $761K as of Q2 2026.
PCA Investment Advisory Services sold 14,479 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $735K.
Dimensional Ultrashort Fixed Income ETF made up 0.21% of PCA Investment Advisory Services's portfolio in Q2 2026, its #51 holding.
PCA Investment Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
PCA Investment Advisory Services's Dimensional Ultrashort Fixed Income ETF position peaked at $2.16M in Q2 2025.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.