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Penserra Capital Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Penserra Capital 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
2024
Q3 		– Sell
-157
Closed -$8K – 1155
2024
Q2 		$8K Buy
+157
New +$7.95K ﹤0.01% 956

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Penserra Capital Management's DUSB Position: Q3 2024 in Review

Penserra Capital Management sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q3 2024, closing a stake of 157 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in DUSB in Q2 2024 and held it in 1 quarter. The position peaked at $8K in Q2 2024. 58 funds tracked by Wall St. Rank hold DUSB as of Q3 2024.

  • Penserra Capital Management reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 157 Dimensional Ultrashort Fixed Income ETF shares in Q3 2024, an estimated $8K.
  • Penserra Capital Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Penserra Capital Management's Dimensional Ultrashort Fixed Income ETF position peaked at $8K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.