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 Q3	$10.1M	Buy	200,511 +29,070	+17%	+$1.47M	3.05%	5
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

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudent Man Investment Management Louisville, Colorado $354M AUM 12.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Wealthspan Partners's DUSB Position: Q3 2026 in Review

Wealthspan Partners increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 17% in Q3 2026, buying an estimated $1.47M and bringing the position to 200,511 shares worth $10.1M. The position accounts for 3.05% of the portfolio, ranked #5.

Wealthspan Partners first reported a position in DUSB in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.2M in Q3 2025. 178 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Wealthspan Partners held 200,511 shares of Dimensional Ultrashort Fixed Income ETF worth $10.1M as of Q3 2026.
Wealthspan Partners bought 29,070 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $1.47M.
Dimensional Ultrashort Fixed Income ETF made up 3.05% of Wealthspan Partners's portfolio in Q3 2026, its #5 holding.
Wealthspan Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
Wealthspan Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $10.2M in Q3 2025.
178 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.