XY Planning Network’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

XY Planning Network’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	$2.21M	Buy	43,572 +14,549	+50%	+$739K	0.28%	82
2026 Q1	$1.47M	Sell	29,023 -3,638	-11%	-$185K	0.24%	99
2025 Q4	$1.65M	Sell	32,661 -2,164	-6%	-$110K	0.29%	86
2025 Q3	$1.77M	Hold	34,825	–	–	0.6%	46
2025 Q2	$1.77M	Buy	34,825 +21,475	+161%	+$1.09M	0.6%	46
2025 Q1	$677K	Buy	+13,350	New	+$677K	0.45%	54

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

XY Planning Network's DUSB Position: Q2 2026 in Review

XY Planning Network increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 50% in Q2 2026, buying an estimated $739K and bringing the position to 43,572 shares worth $2.21M. The position accounts for 0.28% of the portfolio, ranked #82.

XY Planning Network first reported a position in DUSB in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold DUSB as of Q2 2026.

XY Planning Network held 43,572 shares of Dimensional Ultrashort Fixed Income ETF worth $2.21M as of Q2 2026.
XY Planning Network bought 14,549 Dimensional Ultrashort Fixed Income ETF shares in Q2 2026, an estimated $739K.
Dimensional Ultrashort Fixed Income ETF made up 0.28% of XY Planning Network's portfolio in Q2 2026, its #82 holding.
XY Planning Network first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.