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Prime Capital Investment Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Prime Capital 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 		$5.6M Sell
110,257
-19,124
-15% -$971K 0.05% 220
2026
Q1 		$6.56M Buy
129,381
+122,312
+1,730% +$6.21M 0.08% 192
2025
Q4 		$358K Hold
7,069
– – ﹤0.01% 751
2025
Q3 		$359K Hold
7,069
– – ﹤0.01% 746
2025
Q2 		$359K Hold
7,069
– – ﹤0.01% 708
2025
Q1 		$359K Buy
7,069
+651
+10% +$33K ﹤0.01% 779
2024
Q4 		$325K Buy
6,418
+573
+10% +$29.1K ﹤0.01% 702
2024
Q3 		$297K Hold
5,845
– – ﹤0.01% 733
2024
Q2 		$296K Buy
5,845
+1,043
+22% +$52.8K ﹤0.01% 724
2024
Q1 		$243K Buy
+4,802
New +$243K ﹤0.01% 849

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

Prime Capital Investment Advisors's DUSB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 15% in Q2 2026, selling an estimated $971K and leaving 110,257 shares worth $5.6M. The position accounts for 0.05% of the portfolio, ranked #220.

Prime Capital Investment Advisors first reported a position in DUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.56M in Q1 2026. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Prime Capital Investment Advisors held 110,257 shares of Dimensional Ultrashort Fixed Income ETF worth $5.6M as of Q2 2026.
  • Prime Capital Investment Advisors sold 19,124 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $971K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #220 holding.
  • Prime Capital Investment Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Prime Capital Investment Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $6.56M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.