Strathmore Capital Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Strathmore Capital Advisors’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	$3.67M	Buy	72,337 +629	+0.9%	+$31.9K	1.04%	15
2025 Q4	$3.63M	Buy	71,708 +59,146	+471%	+$3M	1.19%	13
2025 Q3	$638K	Buy	12,562 +40	+0.3%	+$2.03K	0.26%	55
2025 Q2	$636K	Buy	+12,522	New	+$635K	0.28%	54
2024 Q4	$713K	Buy	+14,091	New	+$715K	0.52%	17

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

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

Strathmore Capital Advisors's DUSB Position: Q1 2026 in Review

Strathmore Capital Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 0.88% in Q1 2026, buying an estimated $31.9K and bringing the position to 72,337 shares worth $3.67M. The position accounts for 1.04% of the portfolio, ranked #15.

Strathmore Capital Advisors first reported a position in DUSB in Q4 2024 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Strathmore Capital Advisors held 72,337 shares of Dimensional Ultrashort Fixed Income ETF worth $3.67M as of Q1 2026.
Strathmore Capital Advisors bought 629 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $31.9K.
Dimensional Ultrashort Fixed Income ETF made up 1.04% of Strathmore Capital Advisors's portfolio in Q1 2026, its #15 holding.
Strathmore Capital Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.