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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

3FI

3 Factor Indexing Sacramento, California $118M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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. 40 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.
40 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.