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Prudent Man Investment Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Prudent Man Investment Management’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 		$80.9M Sell
1,597,198
-185
-0% -$9.39K 27.22% 2
2025
Q4 		$80.9M Buy
1,597,383
+463,237
+41% +$23.5M 27.21% 2
2025
Q3 		$57.4M Sell
1,134,146
-20
-0% -$1.02K 31.86% 1
2025
Q2 		$57.4M Sell
1,134,166
-3,369
-0.3% -$171K 31.85% 1
2025
Q1 		$57.5M Sell
1,137,535
-1,665
-0.1% -$84.5K 31.88% 1
2024
Q4 		$57.6M Buy
+1,139,200
New +$57.8M 31.89% 1

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 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
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Prudent Man Investment Management's DUSB Position: Q1 2026 in Review

Prudent Man Investment Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.01% in Q1 2026, selling an estimated $9.39K and leaving 1,597,198 shares worth $80.9M. The position accounts for 27.22% of the portfolio, ranked #2.

Prudent Man Investment Management first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.9M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Prudent Man Investment Management held 1,597,198 shares of Dimensional Ultrashort Fixed Income ETF worth $80.9M as of Q1 2026.
  • Prudent Man Investment Management sold 185 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $9.39K.
  • Dimensional Ultrashort Fixed Income ETF made up 27.22% of Prudent Man Investment Management's portfolio in Q1 2026, its #2 holding.
  • Prudent Man Investment Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Prudent Man Investment Management's Dimensional Ultrashort Fixed Income ETF position peaked at $80.9M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Prudent Man Investment Management's 13F filing for Q1 2026, filed 4 May 2026.