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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
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
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

Wealthspan Partners's DUSB Position: Q1 2026 in Review

Wealthspan Partners reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 7.3% in Q1 2026, selling an estimated $634K and leaving 159,183 shares worth $8.07M. The position accounts for 2.84% of the portfolio, ranked #6.

Wealthspan Partners first reported a position in DUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q3 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Wealthspan Partners held 159,183 shares of Dimensional Ultrashort Fixed Income ETF worth $8.07M as of Q1 2026.
  • Wealthspan Partners sold 12,489 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $634K.
  • Dimensional Ultrashort Fixed Income ETF made up 2.84% of Wealthspan Partners's portfolio in Q1 2026, its #6 holding.
  • Wealthspan Partners first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Wealthspan Partners's Dimensional Ultrashort Fixed Income ETF position peaked at $10.2M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.