Vise Technologies
DUSB icon

Vise Technologies’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Vise Technologies’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 		$90.7M Buy
1,786,825
+624,554
+54% +$31.7M 1.03% 13
2026
Q1 		$58.9M Hold
1,162,271
– – 1.16% 13
2025
Q4 		$58.9M Buy
1,162,271
+866,921
+294% +$44M 1.15% 13
2025
Q3 		$15M Buy
+295,350
New +$15M 0.56% 33

Other funds holding DUSB

Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Vise Technologies's DUSB Position: Q2 2026 in Review

Vise Technologies increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 54% in Q2 2026, buying an estimated $31.7M and bringing the position to 1,786,825 shares worth $90.7M. The position accounts for 1.03% of the portfolio, ranked #13.

Vise Technologies first reported a position in DUSB in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Vise Technologies held 1,786,825 shares of Dimensional Ultrashort Fixed Income ETF worth $90.7M as of Q2 2026.
  • Vise Technologies bought 624,554 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $31.7M.
  • Dimensional Ultrashort Fixed Income ETF made up 1.03% of Vise Technologies's portfolio in Q2 2026, its #13 holding.
  • Vise Technologies first reported a position in Dimensional Ultrashort Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.