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

Vance Wealth’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	$4.35M	Sell	85,761 -9,814	-10%	-$498K	0.98%	26
2026 Q1	$4.85M	Buy	95,575 +29,513	+45%	+$1.5M	1.4%	15
2025 Q4	$3.35M	Buy	66,062 +8,698	+15%	+$442K	0.99%	25
2025 Q3	$2.91M	Buy	57,364 +38,080	+197%	+$1.93M	0.9%	27
2025 Q2	$979K	Sell	19,284 -1,690	-8%	-$85.7K	0.33%	52
2025 Q1	$1.06M	Buy	+20,974	New	+$1.06M	0.4%	45

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Vance Wealth's DUSB Position: Q2 2026 in Review

Vance Wealth reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 10% in Q2 2026, selling an estimated $498K and leaving 85,761 shares worth $4.35M. The position accounts for 0.98% of the portfolio, ranked #26.

Vance Wealth first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.85M in Q1 2026. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

Vance Wealth held 85,761 shares of Dimensional Ultrashort Fixed Income ETF worth $4.35M as of Q2 2026.
Vance Wealth sold 9,814 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $498K.
Dimensional Ultrashort Fixed Income ETF made up 0.98% of Vance Wealth's portfolio in Q2 2026, its #26 holding.
Vance Wealth first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
Vance Wealth's Dimensional Ultrashort Fixed Income ETF position peaked at $4.85M in Q1 2026.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.