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Wealthspan Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Wealthspan Partners’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 		$8.71M Buy
171,441
+12,258
+8% +$623K 2.74% 7
2026
Q1 		$8.07M Sell
159,183
-12,489
-7% -$634K 2.84% 6
2025
Q4 		$8.7M Sell
171,672
-28,617
-14% -$1.45M 3.16% 6
2025
Q3 		$10.2M Buy
200,289
+21,380
+12% +$1.09M 3.88% 4
2025
Q2 		$9.08M Buy
178,909
+38,350
+27% +$1.95M 3.75% 4
2025
Q1 		$7.13M Buy
140,559
+68,090
+94% +$3.45M 3.29% 5
2024
Q4 		$3.67M Buy
72,469
+13,009
+22% +$660K 1.75% 15
2024
Q3 		$3.02M Buy
59,460
+8,531
+17% +$433K 1.49% 19
2024
Q2 		$2.58M Buy
50,929
+29,079
+133% +$1.47M 1.42% 18
2024
Q1 		$1.1M Buy
+21,850
New +$1.1M 0.65% 29

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

Wealthspan Partners's DUSB Position: Q2 2026 in Review

Wealthspan Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 7.7% in Q2 2026, buying an estimated $623K and bringing the position to 171,441 shares worth $8.71M. The position accounts for 2.74% of the portfolio, ranked #7.

Wealthspan Partners first reported a position in DUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.2M in Q3 2025. 185 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Wealthspan Partners held 171,441 shares of Dimensional Ultrashort Fixed Income ETF worth $8.71M as of Q2 2026.
  • Wealthspan Partners bought 12,258 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $623K.
  • Dimensional Ultrashort Fixed Income ETF made up 2.74% of Wealthspan Partners's portfolio in Q2 2026, its #7 holding.
  • Wealthspan Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealthspan Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $10.2M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.