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Pinney & Scofield’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Pinney & Scofield’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 		$3.75K Buy
74
+30
+68% +$1.52K ﹤0.01% 203
2026
Q1 		$2.24K Hold
44
– – ﹤0.01% 219
2025
Q4 		$2.22K Buy
44
+1
+2% +$51 ﹤0.01% 194
2025
Q3 		$2.2K Buy
+43
New +$2.18K ﹤0.01% 201

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

Pinney & Scofield's DUSB Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 68% in Q2 2026, buying an estimated $1.52K and bringing the position to 74 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Pinney & Scofield first reported a position in DUSB in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Pinney & Scofield held 74 shares of Dimensional Ultrashort Fixed Income ETF worth $3.75K as of Q2 2026.
  • Pinney & Scofield bought 30 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.52K.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Pinney & Scofield's portfolio in Q2 2026, its #203 holding.
  • Pinney & Scofield first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.