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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
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

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Shore Point Advisors's DUSB Position: Q2 2026 in Review

Shore Point Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.5% in Q2 2026, buying an estimated $339K and bringing the position to 154,949 shares worth $7.73M. The position accounts for 2.65% of the portfolio, ranked #10.

Shore Point Advisors first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Shore Point Advisors held 154,949 shares of Dimensional Ultrashort Fixed Income ETF worth $7.73M as of Q2 2026.
  • Shore Point Advisors bought 6,669 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $339K.
  • Dimensional Ultrashort Fixed Income ETF made up 2.65% of Shore Point Advisors's portfolio in Q2 2026, its #10 holding.
  • Shore Point Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.