SAI
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Savvy Advisors Inc’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Savvy Advisors Inc’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 		$1.45M Buy
28,600
+4,158
+17% +$211K 0.04% 343
2025
Q4 		$1.24M Buy
+24,442
New +$1.24M 0.04% 327

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 $919M AUM 23.4% 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

Savvy Advisors Inc's DUSB Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 17% in Q1 2026, buying an estimated $211K and bringing the position to 28,600 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #343.

Savvy Advisors Inc first reported a position in DUSB in Q4 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Savvy Advisors Inc held 28,600 shares of Dimensional Ultrashort Fixed Income ETF worth $1.45M as of Q1 2026.
  • Savvy Advisors Inc bought 4,158 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $211K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #343 holding.
  • Savvy Advisors Inc first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.