SJS Investment Consulting
DUSB icon

SJS Investment Consulting’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

SJS Investment Consulting’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 		$43M Buy
851,435
+113,450
+15% +$5.76M 4.33% 4
2026
Q2 		$37.5M Buy
737,985
+279
+0% +$14.2K 4.08% 3
2026
Q1 		$37.4M Buy
737,706
+94,772
+15% +$4.81M 4.57% 3
2025
Q4 		$32.6M Buy
642,934
+41,724
+7% +$2.12M 4.12% 3
2025
Q3 		$30.5M Buy
601,210
+186,794
+45% +$9.49M 4.18% 3
2025
Q2 		$21M Buy
414,416
+33,768
+9% +$1.71M 3.34% 3
2025
Q1 		$19.3M Buy
380,648
+131,573
+53% +$6.67M 3.29% 3
2024
Q4 		$12.6M Buy
249,075
+104,095
+72% +$5.28M 2.18% 7
2024
Q3 		$7.36M Buy
144,980
+127,494
+729% +$6.47M 1.3% 11
2024
Q2 		$886K Buy
+17,486
New +$885K 0.17% 32

Other funds holding DUSB

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Pillar Financial Advisors
Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SJS Investment Consulting's DUSB Position: Q3 2026 in Review

SJS Investment Consulting increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 15% in Q3 2026, buying an estimated $5.76M and bringing the position to 851,435 shares worth $43M. The position accounts for 4.33% of the portfolio, ranked #4.

SJS Investment Consulting first reported a position in DUSB in Q2 2024 and has held it in 10 quarters since. 76 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • SJS Investment Consulting held 851,435 shares of Dimensional Ultrashort Fixed Income ETF worth $43M as of Q3 2026.
  • SJS Investment Consulting bought 113,450 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $5.76M.
  • Dimensional Ultrashort Fixed Income ETF made up 4.33% of SJS Investment Consulting's portfolio in Q3 2026, its #4 holding.
  • SJS Investment Consulting first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 76 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.