PFM
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Phillips Financial Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Phillips Financial 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
2026
Q2 		$18.4M Sell
361,664
-153,379
-30% -$7.79M 1.35% 18
2026
Q1 		$26.1M Buy
515,043
+60,565
+13% +$3.07M 1.89% 17
2025
Q4 		$23M Buy
454,478
+44,940
+11% +$2.28M 1.48% 19
2025
Q3 		$20.8M Buy
409,538
+118,091
+41% +$6M 1.37% 21
2025
Q2 		$14.8M Sell
291,447
-3,241
-1% -$164K 1.07% 23
2025
Q1 		$14.9M Buy
294,688
+69,792
+31% +$3.54M 1.16% 23
2024
Q4 		$11.4M Buy
224,896
+75,140
+50% +$3.81M 0.89% 30
2024
Q3 		$7.6M Buy
149,756
+27,412
+22% +$1.39M 0.59% 39
2024
Q2 		$6.2M Buy
122,344
+8,836
+8% +$447K 0.51% 44
2024
Q1 		$5.74M Buy
113,508
+66,732
+143% +$3.37M 0.47% 48
2023
Q4 		$2.35M Buy
46,776
+46,476
+15,492% +$2.34M 0.2% 77
2023
Q3 		$15K Buy
+300
New +$15K ﹤0.01% 215

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

Phillips Financial Management's DUSB Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 30% in Q2 2026, selling an estimated $7.79M and leaving 361,664 shares worth $18.4M. The position accounts for 1.35% of the portfolio, ranked #18.

Phillips Financial Management first reported a position in DUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.1M in Q1 2026. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Phillips Financial Management held 361,664 shares of Dimensional Ultrashort Fixed Income ETF worth $18.4M as of Q2 2026.
  • Phillips Financial Management sold 153,379 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $7.79M.
  • Dimensional Ultrashort Fixed Income ETF made up 1.35% of Phillips Financial Management's portfolio in Q2 2026, its #18 holding.
  • Phillips Financial Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Phillips Financial Management's Dimensional Ultrashort Fixed Income ETF position peaked at $26.1M in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.