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
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 $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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

Ruedi Wealth Management's DUSB Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.5% in Q1 2026, selling an estimated $275K and leaving 151,021 shares worth $7.66M. The position accounts for 1.97% of the portfolio, ranked #13.

Ruedi Wealth Management first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.92M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Ruedi Wealth Management held 151,021 shares of Dimensional Ultrashort Fixed Income ETF worth $7.66M as of Q1 2026.
  • Ruedi Wealth Management sold 5,418 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $275K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.97% of Ruedi Wealth Management's portfolio in Q1 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 10 quarters since.
  • Ruedi Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $7.92M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.