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

ShankerValleau Wealth 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	$303K	Sell	5,973 -3,607	-38%	-$183K	0.08%	33
2026 Q1	$486K	Buy	9,580 +70	+0.7%	+$3.55K	0.14%	24
2025 Q4	$482K	Sell	9,510 -2,458	-21%	-$125K	0.13%	23
2025 Q3	$608K	Sell	11,968 -5,286	-31%	-$268K	0.16%	23
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	+$9.23M	2.96%	11

Other funds holding DUSB

DPW

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

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

3FI

3 Factor Indexing Sacramento, California $118M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ShankerValleau Wealth Advisors's DUSB Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 38% in Q2 2026, selling an estimated $183K and leaving 5,973 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #33.

ShankerValleau Wealth Advisors first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.21M in Q4 2024. 40 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

ShankerValleau Wealth Advisors held 5,973 shares of Dimensional Ultrashort Fixed Income ETF worth $303K as of Q2 2026.
ShankerValleau Wealth Advisors sold 3,607 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $183K.
Dimensional Ultrashort Fixed Income ETF made up 0.08% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #33 holding.
ShankerValleau Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
ShankerValleau Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $9.21M in Q4 2024.
40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.