Porter White Investment Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Porter White Investment 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 Q2	$1.07M	Sell	21,007 -1,297	-6%	-$65.9K	0.41%	27
2026 Q1	$1.13M	Sell	22,304 -2,422	-10%	-$123K	0.45%	23
2025 Q4	$1.25M	Buy	24,726 +13,400	+118%	+$680K	0.51%	21
2025 Q3	$575K	Sell	11,326 -11,419	-50%	-$580K	0.25%	29
2025 Q2	$1.15M	Buy	22,745 +893	+4%	+$45.3K	0.54%	21
2025 Q1	$1.11M	Buy	21,852 +3,043	+16%	+$154K	0.55%	20
2024 Q4	$952K	Buy	18,809 +12,989	+223%	+$659K	0.48%	21
2024 Q3	$295K	Buy	5,820 +731	+14%	+$37.1K	0.15%	30
2024 Q2	$258K	Buy	+5,089	New	+$258K	0.14%	30

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

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

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

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

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Porter White Investment Advisors's DUSB Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 5.8% in Q2 2026, selling an estimated $65.9K and leaving 21,007 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #27.

Porter White Investment Advisors first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q4 2025. 124 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Porter White Investment Advisors held 21,007 shares of Dimensional Ultrashort Fixed Income ETF worth $1.07M as of Q2 2026.
Porter White Investment Advisors sold 1,297 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $65.9K.
Dimensional Ultrashort Fixed Income ETF made up 0.41% of Porter White Investment Advisors's portfolio in Q2 2026, its #27 holding.
Porter White Investment Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Porter White Investment Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $1.25M in Q4 2025.
124 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.