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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

3FI

3 Factor Indexing Sacramento, California $118M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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. 40 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.
40 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.