SageOak Financial
DUSB icon

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
Q3 		$420K Sell
8,322
-3,196
-28% -$162K 0.27% 24
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

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Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Pillar Financial Advisors
Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SageOak Financial's DUSB Position: Q3 2026 in Review

SageOak Financial reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 28% in Q3 2026, selling an estimated $162K and leaving 8,322 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #24.

SageOak Financial first reported a position in DUSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.04M in Q1 2026. 66 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • SageOak Financial held 8,322 shares of Dimensional Ultrashort Fixed Income ETF worth $420K as of Q3 2026.
  • SageOak Financial sold 3,196 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $162K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.27% of SageOak Financial's portfolio in Q3 2026, its #24 holding.
  • SageOak Financial first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
  • SageOak Financial's Dimensional Ultrashort Fixed Income ETF position peaked at $1.04M in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.