Shore Point Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Shore Point 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 Q3	$8.33M	Buy	167,514 +12,565	+8%	+$637K	2.64%	9
2026 Q2	$7.73M	Buy	154,949 +6,669	+4%	+$339K	2.65%	10
2026 Q1	$7.39M	Buy	148,280 +8,780	+6%	+$446K	2.92%	7
2025 Q4	$7.07M	Buy	139,500 +6,902	+5%	+$350K	2.99%	10
2025 Q3	$6.73M	Buy	132,598 +11,285	+9%	+$573K	2.98%	10
2025 Q2	$6.16M	Buy	121,313 +5,460	+5%	+$277K	2.96%	10
2025 Q1	$5.88M	Buy	+115,853	New	+$5.88M	3.11%	10

Other funds holding DUSB

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return

Shore Point Advisors's DUSB Position: Q3 2026 in Review

Shore Point Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 8.1% in Q3 2026, buying an estimated $637K and bringing the position to 167,514 shares worth $8.33M. The position accounts for 2.64% of the portfolio, ranked #9.

Shore Point Advisors first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Shore Point Advisors held 167,514 shares of Dimensional Ultrashort Fixed Income ETF worth $8.33M as of Q3 2026.
Shore Point Advisors bought 12,565 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $637K.
Dimensional Ultrashort Fixed Income ETF made up 2.64% of Shore Point Advisors's portfolio in Q3 2026, its #9 holding.
Shore Point Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.