RLIM
DUSB icon

Red Lighthouse Investment Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Red Lighthouse 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 		$1.53M Buy
30,251
+4,832
+19% +$245K 0.52% 26
2025
Q4 		$1.29M Buy
25,419
+7,038
+38% +$357K 0.46% 26
2025
Q3 		$933K Buy
18,381
+5,935
+48% +$301K 0.33% 34
2025
Q2 		$632K Buy
+12,446
New +$631K 0.24% 43

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $919M AUM 23.4% 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 $402M AUM 20.65% 1-Year Est. Return

Red Lighthouse Investment Management's DUSB Position: Q1 2026 in Review

Red Lighthouse Investment Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 19% in Q1 2026, buying an estimated $245K and bringing the position to 30,251 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #26.

Red Lighthouse Investment Management first reported a position in DUSB in Q2 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Red Lighthouse Investment Management held 30,251 shares of Dimensional Ultrashort Fixed Income ETF worth $1.53M as of Q1 2026.
  • Red Lighthouse Investment Management bought 4,832 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $245K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.52% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #26 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.