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Planning Center Inc’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Planning Center Inc’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 		$187M Buy
3,678,554
+125,927
+4% +$6.4M 17.63% 1
2026
Q1 		$180M Buy
3,552,627
+135,805
+4% +$6.89M 18.25% 1
2025
Q4 		$173M Buy
3,416,822
+346,870
+11% +$17.6M 17.67% 1
2025
Q3 		$156M Buy
3,069,952
+140,752
+5% +$7.15M 16.36% 1
2025
Q2 		$149M Buy
2,929,200
+127,761
+5% +$6.48M 16.44% 1
2025
Q1 		$142M Buy
2,801,439
+305,829
+12% +$15.5M 16.82% 1
2024
Q4 		$126M Buy
2,495,610
+24,926
+1% +$1.26M 16.02% 1
2024
Q3 		$125M Buy
2,470,684
+81,817
+3% +$4.15M 15.45% 1
2024
Q2 		$121M Buy
+2,388,867
New +$121M 15.82% 1

Other funds holding DUSB

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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 $275M AUM 22.21% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
PFA
Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Planning Center Inc's DUSB Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.5% in Q2 2026, buying an estimated $6.4M and bringing the position to 3,678,554 shares worth $187M. The position accounts for 17.63% of the portfolio, ranked #1.

Planning Center Inc first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Planning Center Inc held 3,678,554 shares of Dimensional Ultrashort Fixed Income ETF worth $187M as of Q2 2026.
  • Planning Center Inc bought 125,927 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $6.4M.
  • Dimensional Ultrashort Fixed Income ETF made up 17.63% of Planning Center Inc's portfolio in Q2 2026, its #1 holding.
  • Planning Center Inc first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 95 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.