Wealth Enhancement Advisory Services
DUSB icon

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

Wealth Enhancement Advisory Services’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 		$10.2M Buy
199,906
+109,970
+122% +$5.59M 0.02% 669
2026
Q1 		$4.56M Sell
89,936
-9,011
-9% -$457K 0.01% 934
2025
Q4 		$5.02M Buy
98,947
+9,514
+11% +$483K 0.01% 1020
2025
Q3 		$4.54M Buy
89,433
+20,319
+29% +$1.03M 0.01% 997
2025
Q2 		$3.51M Buy
69,114
+452
+0.7% +$22.9K 0.01% 1067
2025
Q1 		$3.48M Buy
68,662
+3,023
+5% +$153K 0.01% 979
2024
Q4 		$3.32M Buy
65,639
+3,376
+5% +$171K 0.01% 949
2024
Q3 		$3.16M Buy
62,263
+2,966
+5% +$150K 0.01% 873
2024
Q2 		$3M Buy
+59,297
New +$3M 0.01% 847

Other funds holding DUSB

DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's DUSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 122% in Q2 2026, buying an estimated $5.59M and bringing the position to 199,906 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #669.

Wealth Enhancement Advisory Services first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 199,906 shares of Dimensional Ultrashort Fixed Income ETF worth $10.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 109,970 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $5.59M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #669 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.