Ruedi Wealth Management’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 | $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% | +$431K | 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% | +$791K | 0.82% | 19 |
|
|
2023
Q4 | $1.16M | Buy |
+22,956
| New | +$1.16M | 0.55% | 21 |
|