SC&H Financial Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

SC&H Financial Advisors’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	$30.8M	Buy	607,348 +68,198	+13%	+$3.46M	4.64%	7
2025 Q4	$27.3M	Buy	539,150 +5,007	+0.9%	+$254K	4.22%	9
2025 Q3	$27.1M	Sell	534,143 -28,359	-5%	-$1.44M	4.42%	7
2025 Q2	$28.5M	Buy	562,502 +124,833	+29%	+$6.33M	4.88%	4
2025 Q1	$22.2M	Buy	437,669 +256,748	+142%	+$13M	4.37%	8
2024 Q4	$9.15M	Buy	180,921 +148,415	+457%	+$7.53M	1.89%	13
2024 Q3	$1.65M	Buy	+32,506	New	+$1.65M	0.36%	40

Other funds holding DUSB

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return

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

Financial Plan Inc Bellingham, Washington $933M AUM

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $247M AUM 21.64% 1-Year Est. Return