Stratos Investment Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Stratos Investment 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
2025 Q3	–	Sell	-26,519	Closed	-$1.35M	–	366
2025 Q2	$1.35M	Buy	+26,519	New	+$1.35M	0.06%	167

Other funds holding DUSB

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

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

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return