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SageOak Financial’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

SageOak Financial’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 		$585K Sell
11,518
-9,033
-44% -$459K 0.38% 24
2026
Q1 		$1.04M Buy
+20,551
New +$1.04M 0.73% 15

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

SageOak Financial's DUSB Position: Q2 2026 in Review

SageOak Financial reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 44% in Q2 2026, selling an estimated $459K and leaving 11,518 shares worth $585K. The position accounts for 0.38% of the portfolio, ranked #24.

SageOak Financial first reported a position in DUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.04M in Q1 2026. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • SageOak Financial held 11,518 shares of Dimensional Ultrashort Fixed Income ETF worth $585K as of Q2 2026.
  • SageOak Financial sold 9,033 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $459K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.38% of SageOak Financial's portfolio in Q2 2026, its #24 holding.
  • SageOak Financial first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • SageOak Financial's Dimensional Ultrashort Fixed Income ETF position peaked at $1.04M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.