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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
Q2 		$32.8M Buy
645,927
+38,579
+6% +$1.96M 4.35% 8
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

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

SC&H Financial Advisors's DUSB Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.4% in Q2 2026, buying an estimated $1.96M and bringing the position to 645,927 shares worth $32.8M. The position accounts for 4.35% of the portfolio, ranked #8.

SC&H Financial Advisors first reported a position in DUSB in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • SC&H Financial Advisors held 645,927 shares of Dimensional Ultrashort Fixed Income ETF worth $32.8M as of Q2 2026.
  • SC&H Financial Advisors bought 38,579 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.96M.
  • Dimensional Ultrashort Fixed Income ETF made up 4.35% of SC&H Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • SC&H Financial Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.