Financial Plan, Inc.
Position in DUSB — Dimensional Ultrashort Fixed Income ETF
CIK 2107584
BELLINGHAM, WA
All Filings in DUSB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DUSB | $41,477,838 | 817,942 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 DUSB | $45,356,315 | 895,485 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||