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Root Financial Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Root Financial Partners’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 		$94.8M Buy
1,866,250
+351,880
+23% +$17.9M 3.68% 8
2026
Q1 		$76.8M Buy
1,514,370
+229,096
+18% +$11.6M 3.55% 8
2025
Q4 		$65.1M Buy
1,285,274
+329,494
+34% +$16.7M 3.33% 8
2025
Q3 		$48.5M Buy
955,780
+347,155
+57% +$17.6M 2.99% 8
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% +$7.63M 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% +$3.68M 1.16% 15
2023
Q4 		$212K Buy
+4,208
New +$212K 0.08% 73

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
VT
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Root Financial Partners's DUSB Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 23% in Q2 2026, buying an estimated $17.9M and bringing the position to 1,866,250 shares worth $94.8M. The position accounts for 3.68% of the portfolio, ranked #8.

Root Financial Partners first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Root Financial Partners held 1,866,250 shares of Dimensional Ultrashort Fixed Income ETF worth $94.8M as of Q2 2026.
  • Root Financial Partners bought 351,880 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $17.9M.
  • Dimensional Ultrashort Fixed Income ETF made up 3.68% of Root Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Root Financial Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.