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Plancorp LLC’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Plancorp LLC’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
2025
Q2 		– Sell
-4,932
Closed -$250K – 378
2025
Q1 		$250K Buy
+4,932
New +$250K 0.01% 312

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Plancorp LLC's DUSB Position: Q2 2025 in Review

Plancorp LLC sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q2 2025, closing a stake of 4,932 shares — an estimated $250K sold.

Plancorp LLC first reported a position in DUSB in Q1 2025 and held it in 1 quarter. The position peaked at $250K in Q1 2025. 127 funds tracked by Wall St. Rank hold DUSB as of Q2 2025.

  • Plancorp LLC reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Plancorp LLC sold 4,932 Dimensional Ultrashort Fixed Income ETF shares in Q2 2025, an estimated $250K.
  • Plancorp LLC first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Plancorp LLC's Dimensional Ultrashort Fixed Income ETF position peaked at $250K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2025.

Based on Plancorp LLC's 13F filing for Q2 2025, filed 16 Jul 2025.