Root Financial Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
608,625
+78,618
| +15% | +$3.99M | 2.99% | 8 |
|
|
2025
Q1 | $26.9M | Buy |
530,007
+140,661
| +36% | +$7.14M | 2.87% | 8 |
|
|
2024
Q4 | $19.7M | Buy |
389,346
+150,334
| +63% | +$7.61M | 2.44% | 12 |
|
|
2024
Q3 | $12.1M | Buy |
239,012
+94,798
| +66% | +$4.81M | 1.94% | 13 |
|
|
2024
Q2 | $7.31M | Buy |
144,214
+67,103
| +87% | +$3.4M | 1.71% | 13 |
|
|
2024
Q1 | $3.9M | Buy |
77,111
+72,903
| +1,732% | +$3.69M | 1.16% | 15 |
|
|
2023
Q4 | $212K | Buy |
+4,208
| New | +$212K | 0.08% | 73 |
|