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Running Point Capital Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$10.1K Hold
199
– – ﹤0.01% 172
2025
Q3 		$10.1K Buy
+199
New +$10.1K ﹤0.01% 175

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Running Point Capital Advisors's DUSB Position: Q4 2025 in Review

Running Point Capital Advisors held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q4 2025 at 199 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Running Point Capital Advisors first reported a position in DUSB in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.1K in Q3 2025. 170 funds tracked by Wall St. Rank hold DUSB as of Q4 2025.

  • Running Point Capital Advisors held 199 shares of Dimensional Ultrashort Fixed Income ETF worth $10.1K as of Q4 2025.
  • Running Point Capital Advisors left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q4 2025.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #172 holding.
  • Running Point Capital Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Running Point Capital Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $10.1K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.