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
Q2 		$2.49M Buy
48,972
+26,655
+119% +$1.35M 1.56% 17
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 $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

SpringVest Wealth Management's DUSB Position: Q2 2026 in Review

SpringVest Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 119% in Q2 2026, buying an estimated $1.35M and bringing the position to 48,972 shares worth $2.49M. The position accounts for 1.56% of the portfolio, ranked #17.

SpringVest Wealth Management first reported a position in DUSB in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • SpringVest Wealth Management held 48,972 shares of Dimensional Ultrashort Fixed Income ETF worth $2.49M as of Q2 2026.
  • SpringVest Wealth Management bought 26,655 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $1.35M.
  • Dimensional Ultrashort Fixed Income ETF made up 1.56% of SpringVest Wealth Management's portfolio in Q2 2026, its #17 holding.
  • SpringVest Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.