ShankerValleau Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$876K	Sell	17,254 -20,406	-54%	-$1.04M	0.25%	19
2025 Q1	$1.91M	Sell	37,660 -144,297	-79%	-$7.32M	0.62%	17
2024 Q4	$9.21M	Buy	+181,957	New	+$9.21M	2.96%	11