SWM
DUSB icon

SpringVest Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

SpringVest Wealth Management’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
Q1 		$1.13M Buy
22,317
+3,136
+16% +$159K 0.77% 23
2025
Q4 		$972K Sell
19,181
-2,371
-11% -$120K 0.68% 24
2025
Q3 		$1.09M Buy
+21,552
New +$1.09M 0.8% 21

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

SpringVest Wealth Management's DUSB Position: Q1 2026 in Review

SpringVest Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 16% in Q1 2026, buying an estimated $159K and bringing the position to 22,317 shares worth $1.13M. The position accounts for 0.77% of the portfolio, ranked #23.

SpringVest Wealth Management first reported a position in DUSB in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • SpringVest Wealth Management held 22,317 shares of Dimensional Ultrashort Fixed Income ETF worth $1.13M as of Q1 2026.
  • SpringVest Wealth Management bought 3,136 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $159K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.77% of SpringVest Wealth Management's portfolio in Q1 2026, its #23 holding.
  • SpringVest Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.