Sterling Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
+460,476
| New | +$23.4M | 7.96% | 2 |
|
|
2024
Q4 | $25.3M | Buy |
499,124
+833
| +0.2% | +$42.1K | 9.33% | 2 |
|
|
2024
Q3 | $25.3M | Buy |
498,291
+9,036
| +2% | +$459K | 9.44% | 2 |
|
|
2024
Q2 | $24.8M | Buy |
489,255
+13,979
| +3% | +$708K | 11.77% | 2 |
|
|
2024
Q1 | $24M | Buy |
475,276
+44,049
| +10% | +$2.23M | 11.96% | 2 |
|
|
2023
Q4 | $21.7M | Buy |
+431,227
| New | +$21.7M | 12.21% | 2 |
|