Quantum Financial Advisors
DUSB icon

Quantum Financial Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Quantum Financial 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 		$3.17M Hold
62,455
– – 0.31% 44
2026
Q1 		$3.17M Sell
62,455
-6,531
-9% -$331K 0.36% 47
2025
Q4 		$3.49M Hold
68,986
– – 0.39% 45
2025
Q3 		$3.5M Hold
68,986
– – 0.43% 41
2025
Q2 		$3.5M Buy
+68,986
New +$3.5M 0.47% 38

Other funds holding DUSB

Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM

Quantum Financial Advisors's DUSB Position: Q2 2026 in Review

Quantum Financial Advisors held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q2 2026 at 62,455 shares worth $3.17M. The position accounts for 0.31% of the portfolio, ranked #44.

Quantum Financial Advisors first reported a position in DUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.5M in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Quantum Financial Advisors held 62,455 shares of Dimensional Ultrashort Fixed Income ETF worth $3.17M as of Q2 2026.
  • Quantum Financial Advisors left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Ultrashort Fixed Income ETF made up 0.31% of Quantum Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Quantum Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Quantum Financial Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $3.5M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.