SAI
DUSB icon

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
Q2 		$3.04M Buy
59,802
+31,202
+109% +$1.58M 0.06% 238
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 $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

Savvy Advisors Inc's DUSB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 109% in Q2 2026, buying an estimated $1.58M and bringing the position to 59,802 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #238.

Savvy Advisors Inc first reported a position in DUSB in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Savvy Advisors Inc held 59,802 shares of Dimensional Ultrashort Fixed Income ETF worth $3.04M as of Q2 2026.
  • Savvy Advisors Inc bought 31,202 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.58M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #238 holding.
  • Savvy Advisors Inc first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.