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

VSM Wealth Advisory’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 		$329K Buy
6,470
+253
+4% +$12.8K 0.09% 93
2026
Q1 		$315K Buy
6,217
+592
+11% +$30K 0.09% 88
2025
Q4 		$285K Buy
5,625
+138
+3% +$7.01K 0.09% 82
2025
Q3 		$279K Buy
5,487
+646
+13% +$32.8K 0.09% 73
2025
Q2 		$246K Sell
4,841
-217
-4% -$11K 0.08% 83
2025
Q1 		$257K Buy
5,058
+121
+2% +$6.14K 0.09% 78
2024
Q4 		$250K Buy
+4,937
New +$250K 0.09% 79

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

VSM Wealth Advisory's DUSB Position: Q2 2026 in Review

VSM Wealth Advisory increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 4.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 6,470 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #93.

VSM Wealth Advisory first reported a position in DUSB in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • VSM Wealth Advisory held 6,470 shares of Dimensional Ultrashort Fixed Income ETF worth $329K as of Q2 2026.
  • VSM Wealth Advisory bought 253 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $12.8K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.09% of VSM Wealth Advisory's portfolio in Q2 2026, its #93 holding.
  • VSM Wealth Advisory first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.