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 Q2	$51.8M	Buy	1,019,305 +610,292	+149%	+$31M	0.15%	96
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

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Savant Capital's DUSB Position: Q2 2026 in Review

Savant Capital increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 149% in Q2 2026, buying an estimated $31M and bringing the position to 1,019,305 shares worth $51.8M. The position accounts for 0.15% of the portfolio, ranked #96.

Savant Capital first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Savant Capital held 1,019,305 shares of Dimensional Ultrashort Fixed Income ETF worth $51.8M as of Q2 2026.
Savant Capital bought 610,292 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $31M.
Dimensional Ultrashort Fixed Income ETF made up 0.15% of Savant Capital's portfolio in Q2 2026, its #96 holding.
Savant Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.