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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
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 $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
VT
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

Pinney & Scofield's DUSB Position: Q1 2026 in Review

Pinney & Scofield held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q1 2026 at 44 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Pinney & Scofield first reported a position in DUSB in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Pinney & Scofield held 44 shares of Dimensional Ultrashort Fixed Income ETF worth $2.24K as of Q1 2026.
  • Pinney & Scofield left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Pinney & Scofield's portfolio in Q1 2026, its #219 holding.
  • Pinney & Scofield first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.