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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
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 $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 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 $819M AUM 18.29% 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 $364M AUM 16.6% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Root Financial Partners's DUSB Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 18% in Q1 2026, buying an estimated $11.6M and bringing the position to 1,514,370 shares worth $76.8M. The position accounts for 3.55% of the portfolio, ranked #8.

Root Financial Partners first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Root Financial Partners held 1,514,370 shares of Dimensional Ultrashort Fixed Income ETF worth $76.8M as of Q1 2026.
  • Root Financial Partners bought 229,096 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $11.6M.
  • Dimensional Ultrashort Fixed Income ETF made up 3.55% of Root Financial Partners's portfolio in Q1 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 10 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.