Vestia Personal Wealth Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Vestia Personal Wealth 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	$3.27M	Buy	64,438 +9,916	+18%	+$503K	1.54%	18
2025 Q4	$2.76M	Sell	54,522 -21,306	-28%	-$1.08M	1.4%	18
2025 Q3	$3.85M	Buy	75,828 +64,945	+597%	+$3.3M	2.23%	12
2025 Q2	$552K	Buy	10,883 +6,496	+148%	+$330K	0.38%	41
2025 Q1	$223K	Sell	4,387 -802	-15%	-$40.7K	0.18%	82
2024 Q4	$263K	Buy	+5,189	New	+$263K	0.22%	74

Other funds holding DUSB

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

PMIM

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $919M AUM 23.4% 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 $402M AUM 20.65% 1-Year Est. Return

Vestia Personal Wealth Advisors's DUSB Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 18% in Q1 2026, buying an estimated $503K and bringing the position to 64,438 shares worth $3.27M. The position accounts for 1.54% of the portfolio, ranked #18.

Vestia Personal Wealth Advisors first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.85M in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

Vestia Personal Wealth Advisors held 64,438 shares of Dimensional Ultrashort Fixed Income ETF worth $3.27M as of Q1 2026.
Vestia Personal Wealth Advisors bought 9,916 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $503K.
Dimensional Ultrashort Fixed Income ETF made up 1.54% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Vestia Personal Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $3.85M in Q3 2025.
194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.