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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

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

Strategic Investment Solutions's DUSB Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 5.2% in Q2 2026, buying an estimated $290K and bringing the position to 114,748 shares worth $5.83M. The position accounts for 1.33% of the portfolio, ranked #14.

Strategic Investment Solutions first reported a position in DUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.49M in Q2 2025. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Strategic Investment Solutions held 114,748 shares of Dimensional Ultrashort Fixed Income ETF worth $5.83M as of Q2 2026.
  • Strategic Investment Solutions bought 5,716 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $290K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.33% of Strategic Investment Solutions's portfolio in Q2 2026, its #14 holding.
  • Strategic Investment Solutions first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Strategic Investment Solutions's Dimensional Ultrashort Fixed Income ETF position peaked at $7.49M in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.