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

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

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

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

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

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. 186 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.
186 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.