Jim Simons
DFSD

Jim Simons’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Jim Simons’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-165,641
Closed -$7.98M – 3345
2025
Q3 		$7.98M Sell
165,641
-46,480
-22% -$2.24M 0.01% 1203
2025
Q2 		$10.2M Sell
212,121
-153,779
-42% -$7.32M 0.01% 1047
2025
Q1 		$17.4M Buy
365,900
+96,228
+36% +$4.54M 0.03% 719
2024
Q4 		$12.6M Sell
269,672
-123,531
-31% -$5.84M 0.02% 872
2024
Q3 		$18.8M Buy
393,203
+179,686
+84% +$8.53M 0.03% 702
2024
Q2 		$10M Buy
213,517
+78,838
+59% +$3.7M 0.02% 922
2024
Q1 		$6.33M Buy
134,679
+54,979
+69% +$2.58M 0.01% 1261
2023
Q4 		$3.75M Buy
+79,700
New +$3.71M 0.01% 1538
2023
Q2 		– Sell
-19,200
Closed -$896K – 3990
2023
Q1 		$896K Buy
19,200
+3,198
+20% +$149K ﹤0.01% 2548
2022
Q4 		$738K Buy
+16,002
New +$735K ﹤0.01% 2713

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Jim Simons's DFSD Position: Q4 2025 in Review

Jim Simons sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 165,641 shares — an estimated $7.98M sold.

Jim Simons first reported a position in DFSD in Q4 2022 and held it in 10 quarters. The position peaked at $18.8M in Q3 2024. 409 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Jim Simons reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 165,641 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $7.98M.
  • Jim Simons first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 10 quarters.
  • Jim Simons's Dimensional Short-Duration Fixed Income ETF position peaked at $18.8M in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.