Renaissance Technologies
DFSD

Renaissance Technologies’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Renaissance Technologies’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

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AC
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SC
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OIA
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BHWM
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PCI
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RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return