Pillar Financial Advisors
DUSB icon

Pillar Financial Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Pillar Financial Advisors’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 		$25.7M Buy
508,190
+121,805
+32% +$6.18M 14.04% 1
2026
Q2 		$19.6M Buy
386,385
+46,151
+14% +$2.34M 10.26% 4
2026
Q1 		$17.3M Buy
340,234
+16,731
+5% +$849K 10.08% 4
2025
Q4 		$16.4M Buy
323,503
+42,238
+15% +$2.14M 9.88% 4
2025
Q3 		$14.3M Buy
281,265
+58,583
+26% +$2.98M 8.97% 5
2025
Q2 		$11.3M Buy
222,682
+13,308
+6% +$675K 7.8% 5
2025
Q1 		$10.6M Buy
209,374
+21,760
+12% +$1.1M 7.92% 5
2024
Q4 		$9.49M Buy
+187,614
New +$9.5M 7.27% 5

Other funds holding DUSB

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hiley Hunt Wealth Management
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Pillar Financial Advisors's DUSB Position: Q3 2026 in Review

Pillar Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 32% in Q3 2026, buying an estimated $6.18M and bringing the position to 508,190 shares worth $25.7M. The position accounts for 14.04% of the portfolio, ranked #1.

Pillar Financial Advisors first reported a position in DUSB in Q4 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • Pillar Financial Advisors held 508,190 shares of Dimensional Ultrashort Fixed Income ETF worth $25.7M as of Q3 2026.
  • Pillar Financial Advisors bought 121,805 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $6.18M.
  • Dimensional Ultrashort Fixed Income ETF made up 14.04% of Pillar Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Pillar Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 66 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Pillar Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.