Wealthspan Partners’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$658K | 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 |
|