White Wing Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

White Wing Wealth Management’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	$1.03M	Sell	20,350 -3,979	-16%	-$202K	0.54%	21
2026 Q1	$1.23M	Buy	24,329 +3,995	+20%	+$203K	0.74%	17
2025 Q4	$1.03M	Buy	20,334 +3,357	+20%	+$170K	0.61%	16
2025 Q3	$862K	Buy	16,977 +5,556	+49%	+$282K	0.54%	17
2025 Q2	$580K	Sell	11,421 -4,649	-29%	-$236K	0.39%	17
2025 Q1	$816K	Sell	16,070 -9,233	-36%	-$468K	0.64%	16
2024 Q4	$1.28M	Sell	25,303 -1,438	-5%	-$73K	0.95%	16
2024 Q3	$1.36M	Sell	26,741 -6,335	-19%	-$321K	1.05%	16
2024 Q2	$1.68M	Buy	+33,076	New	+$1.67M	1.34%	13

Other funds holding DUSB

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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 $293M AUM 17.46% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 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

Financial Plan Inc Bellingham, Washington $1.05B AUM

White Wing Wealth Management's DUSB Position: Q2 2026 in Review

White Wing Wealth Management reduced its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 16% in Q2 2026, selling an estimated $202K and leaving 20,350 shares worth $1.03M. The position accounts for 0.54% of the portfolio, ranked #21.

White Wing Wealth Management first reported a position in DUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q2 2024. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

White Wing Wealth Management held 20,350 shares of Dimensional Ultrashort Fixed Income ETF worth $1.03M as of Q2 2026.
White Wing Wealth Management sold 3,979 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $202K.
Dimensional Ultrashort Fixed Income ETF made up 0.54% of White Wing Wealth Management's portfolio in Q2 2026, its #21 holding.
White Wing Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
White Wing Wealth Management's Dimensional Ultrashort Fixed Income ETF position peaked at $1.68M in Q2 2024.
186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.