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 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	+$9.52M	7.27%	5

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

Pillar Financial Advisors's DUSB Position: Q1 2026 in Review

Pillar Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 5.2% in Q1 2026, buying an estimated $849K and bringing the position to 340,234 shares worth $17.3M. The position accounts for 10.08% of the portfolio, ranked #4.

Pillar Financial Advisors first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Pillar Financial Advisors held 340,234 shares of Dimensional Ultrashort Fixed Income ETF worth $17.3M as of Q1 2026.
Pillar Financial Advisors bought 16,731 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $849K.
Dimensional Ultrashort Fixed Income ETF made up 10.08% of Pillar Financial Advisors's portfolio in Q1 2026, its #4 holding.
Pillar Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Pillar Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.