TWM
DUSB icon

Tumwater Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Tumwater Wealth 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
2026
Q2 		$9.82M Buy
193,333
+8,913
+5% +$453K 3.55% 6
2026
Q1 		$9.35M Buy
184,420
+28,210
+18% +$1.43M 3.76% 6
2025
Q4 		$7.91M Buy
+156,210
New +$7.93M 3.22% 6

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

Tumwater Wealth Management's DUSB Position: Q2 2026 in Review

Tumwater Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.8% in Q2 2026, buying an estimated $453K and bringing the position to 193,333 shares worth $9.82M. The position accounts for 3.55% of the portfolio, ranked #6.

Tumwater Wealth Management first reported a position in DUSB in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Tumwater Wealth Management held 193,333 shares of Dimensional Ultrashort Fixed Income ETF worth $9.82M as of Q2 2026.
  • Tumwater Wealth Management bought 8,913 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $453K.
  • Dimensional Ultrashort Fixed Income ETF made up 3.55% of Tumwater Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Tumwater Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.