RWM
DUSB icon

Ruedi Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Ruedi Wealth 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
Q2 		$8.34M Buy
164,162
+13,141
+9% +$667K 1.96% 13
2026
Q1 		$7.66M Sell
151,021
-5,418
-3% -$275K 1.97% 13
2025
Q4 		$7.92M Buy
156,439
+12,686
+9% +$644K 2.08% 12
2025
Q3 		$7.3M Buy
143,753
+18,306
+15% +$930K 2.04% 13
2025
Q2 		$6.37M Buy
125,447
+2,404
+2% +$122K 1.89% 13
2025
Q1 		$6.24M Buy
123,043
+1,342
+1% +$68.1K 1.95% 13
2024
Q4 		$6.16M Buy
121,701
+8,524
+8% +$432K 1.94% 14
2024
Q3 		$5.75M Buy
113,177
+58,938
+109% +$2.99M 1.97% 14
2024
Q2 		$2.75M Buy
54,239
+15,637
+41% +$792K 1.08% 18
2024
Q1 		$1.95M Buy
38,602
+15,646
+68% +$790K 0.82% 19
2023
Q4 		$1.16M Buy
+22,956
New +$1.15M 0.55% 21

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

Ruedi Wealth Management's DUSB Position: Q2 2026 in Review

Ruedi Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 8.7% in Q2 2026, buying an estimated $667K and bringing the position to 164,162 shares worth $8.34M. The position accounts for 1.96% of the portfolio, ranked #13.

Ruedi Wealth Management first reported a position in DUSB in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Ruedi Wealth Management held 164,162 shares of Dimensional Ultrashort Fixed Income ETF worth $8.34M as of Q2 2026.
  • Ruedi Wealth Management bought 13,141 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $667K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.96% of Ruedi Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Ruedi Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.