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Wolfstich Capital’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Wolfstich Capital’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 		$10.9M Buy
214,072
+74,841
+54% +$3.8M 8.39% 5
2026
Q1 		$7.05M Sell
139,231
-4,204
-3% -$213K 6.17% 4
2025
Q4 		$7.26M Buy
+143,435
New +$7.28M 6.69% 4
2025
Q2 		– Sell
-41,915
Closed -$2.13M – 18
2025
Q1 		$2.13M Hold
41,915
– – 1.92% 11
2024
Q4 		$2.12M Buy
+41,915
New +$2.13M 1.88% 11

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $242M AUM 23.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Wolfstich Capital's DUSB Position: Q2 2026 in Review

Wolfstich Capital increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 54% in Q2 2026, buying an estimated $3.8M and bringing the position to 214,072 shares worth $10.9M. The position accounts for 8.39% of the portfolio, ranked #5.

Wolfstich Capital first reported a position in DUSB in Q4 2024 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

  • Wolfstich Capital held 214,072 shares of Dimensional Ultrashort Fixed Income ETF worth $10.9M as of Q2 2026.
  • Wolfstich Capital bought 74,841 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $3.8M.
  • Dimensional Ultrashort Fixed Income ETF made up 8.39% of Wolfstich Capital's portfolio in Q2 2026, its #5 holding.
  • Wolfstich Capital first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on Wolfstich Capital's 13F filing for Q2 2026, filed 24 Jul 2026.