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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
Q2 		$3.18M Sell
62,620
-1,818
-3% -$92.3K 1.24% 18
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
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

Vestia Personal Wealth Advisors's DUSB Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 2.8% in Q2 2026, selling an estimated $92.3K and leaving 62,620 shares worth $3.18M. The position accounts for 1.24% of the portfolio, ranked #18.

Vestia Personal Wealth Advisors first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85M in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Vestia Personal Wealth Advisors held 62,620 shares of Dimensional Ultrashort Fixed Income ETF worth $3.18M as of Q2 2026.
  • Vestia Personal Wealth Advisors sold 1,818 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $92.3K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.24% of Vestia Personal Wealth Advisors's portfolio in Q2 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 7 quarters since.
  • Vestia Personal Wealth Advisors's Dimensional Ultrashort Fixed Income ETF position peaked at $3.85M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.