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 Q3	$2.4M	Buy	47,586 +4,014	+9%	+$204K	0.26%	83
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 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

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's DUSB Position: Q3 2026 in Review

XY Planning Network increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 9.2% in Q3 2026, buying an estimated $204K and bringing the position to 47,586 shares worth $2.4M. The position accounts for 0.26% of the portfolio, ranked #83.

XY Planning Network first reported a position in DUSB in Q1 2025 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

XY Planning Network held 47,586 shares of Dimensional Ultrashort Fixed Income ETF worth $2.4M as of Q3 2026.
XY Planning Network bought 4,014 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $204K.
Dimensional Ultrashort Fixed Income ETF made up 0.26% of XY Planning Network's portfolio in Q3 2026, its #83 holding.
XY Planning Network first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.