Van Hulzen Asset Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Van Hulzen Asset 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 Q1	$377K	Sell	7,430 -300	-4%	-$15.2K	0.03%	266
2025 Q4	$392K	Sell	7,730 -400	-5%	-$20.3K	0.03%	247
2025 Q3	$413K	Buy	+8,130	New	+$413K	0.03%	243
2025 Q2	–	Sell	-4,730	Closed	-$240K	–	331
2025 Q1	$240K	Sell	4,730 -1,000	-17%	-$50.7K	0.02%	277
2024 Q4	$290K	Buy	5,730 +730	+15%	+$37K	0.02%	267
2024 Q3	$254K	Sell	5,000 -150	-3%	-$7.61K	0.02%	281
2024 Q2	$261K	Buy	5,150 +1,150	+29%	+$58.2K	0.02%	270
2024 Q1	$202K	Buy	+4,000	New	+$202K	0.01%	305

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

Van Hulzen Asset Management's DUSB Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 3.9% in Q1 2026, selling an estimated $15.2K and leaving 7,430 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #266.

Van Hulzen Asset Management first reported a position in DUSB in Q1 2024 and has held it in 8 quarters since. The position peaked at $413K in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Van Hulzen Asset Management held 7,430 shares of Dimensional Ultrashort Fixed Income ETF worth $377K as of Q1 2026.
Van Hulzen Asset Management sold 300 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $15.2K.
Dimensional Ultrashort Fixed Income ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #266 holding.
Van Hulzen Asset Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
Van Hulzen Asset Management's Dimensional Ultrashort Fixed Income ETF position peaked at $413K in Q3 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.