Strategic Investment Solutions’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Strategic Investment Solutions’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	$5.83M	Buy	114,748 +5,716	+5%	+$290K	1.33%	14
2026 Q1	$5.52M	Sell	109,032 -4,469	-4%	-$227K	1.33%	18
2025 Q4	$5.75M	Sell	113,501 -2,772	-2%	-$141K	1.38%	16
2025 Q3	$5.9M	Sell	116,273 -31,595	-21%	-$1.6M	1.56%	15
2025 Q2	$7.49M	Buy	147,868 +3,201	+2%	+$162K	2.27%	9
2025 Q1	$7.34M	Buy	144,667 +19,805	+16%	+$1M	2.13%	12
2024 Q4	$6.29M	Buy	124,862 +1,803	+1%	+$91.5K	2.1%	14
2024 Q3	$6.26M	Buy	123,059 +1,479	+1%	+$75K	1.88%	14
2024 Q2	$6.17M	Buy	+121,580	New	+$6.16M	1.99%	14
2023 Q4	$4.1M	Buy	+81,560	New	+$4.1M	0.71%	32

Other funds holding DUSB

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DWR Wealth Management San Jose, California $134M AUM

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return