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
Q3 		$19.3M Buy
381,432
+181,526
+91% +$9.21M 0.03% 489
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 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
Sterling Wealth Management
Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return
Pillar Financial Advisors
Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's DUSB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 91% in Q3 2026, buying an estimated $9.21M and bringing the position to 381,432 shares worth $19.3M. The position accounts for 0.03% of the portfolio, ranked #489.

Wealth Enhancement Advisory Services first reported a position in DUSB in Q2 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 381,432 shares of Dimensional Ultrashort Fixed Income ETF worth $19.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 181,526 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $9.21M.
  • Dimensional Ultrashort Fixed Income ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #489 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.