Savant Capital’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Savant Capital’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	$20.7M	Sell	409,013 -5,509	-1%	-$280K	0.1%	119
2025 Q4	$21M	Buy	414,522 +30,005	+8%	+$1.52M	0.12%	116
2025 Q3	$19.5M	Buy	384,517 +85,707	+29%	+$4.35M	0.12%	120
2025 Q2	$15.2M	Buy	298,810 +16,359	+6%	+$830K	0.11%	117
2025 Q1	$14.3M	Buy	282,451 +159,909	+130%	+$8.11M	0.12%	109
2024 Q4	$6.2M	Buy	+122,542	New	+$6.22M	0.05%	212

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

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

Savant Capital's DUSB Position: Q1 2026 in Review

Savant Capital reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 1.3% in Q1 2026, selling an estimated $280K and leaving 409,013 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #119.

Savant Capital first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $21M in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Savant Capital held 409,013 shares of Dimensional Ultrashort Fixed Income ETF worth $20.7M as of Q1 2026.
Savant Capital sold 5,509 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $280K.
Dimensional Ultrashort Fixed Income ETF made up 0.1% of Savant Capital's portfolio in Q1 2026, its #119 holding.
Savant Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Savant Capital's Dimensional Ultrashort Fixed Income ETF position peaked at $21M in Q4 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.