SJS Investment Consulting
DFCF icon

SJS Investment Consulting’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

SJS Investment Consulting’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.58M Sell
139,142
-7,056
-5% -$292K 0.56% 17
2026
Q2 		$6.17M Sell
146,198
-46,005
-24% -$1.94M 0.67% 17
2026
Q1 		$8.11M Buy
192,203
+307
+0.2% +$13.1K 0.99% 18
2025
Q4 		$8.17M Buy
191,896
+559
+0.3% +$23.9K 1.03% 16
2025
Q3 		$8.18M Sell
191,337
-1,985
-1% -$84.2K 1.12% 15
2025
Q2 		$8.17M Sell
193,322
-3,618
-2% -$151K 1.3% 13
2025
Q1 		$8.28M Sell
196,940
-4,137
-2% -$172K 1.41% 10
2024
Q4 		$8.3M Sell
201,077
-5,761
-3% -$243K 1.43% 9
2024
Q3 		$8.93M Buy
206,838
+20,935
+11% +$892K 1.58% 9
2024
Q2 		$7.72M Buy
185,903
+6,330
+4% +$262K 1.5% 8
2024
Q1 		$7.53M Buy
179,573
+12,117
+7% +$509K 1.5% 9
2023
Q4 		$7.1M Buy
+167,456
New +$6.85M 1.61% 8

Other funds holding DFCF

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

SJS Investment Consulting's DFCF Position: Q3 2026 in Review

SJS Investment Consulting reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 4.8% in Q3 2026, selling an estimated $292K and leaving 139,142 shares worth $5.58M. The position accounts for 0.56% of the portfolio, ranked #17.

SJS Investment Consulting first reported a position in DFCF in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.93M in Q3 2024. 208 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • SJS Investment Consulting held 139,142 shares of Dimensional Core Fixed Income ETF worth $5.58M as of Q3 2026.
  • SJS Investment Consulting sold 7,056 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $292K.
  • Dimensional Core Fixed Income ETF made up 0.56% of SJS Investment Consulting's portfolio in Q3 2026, its #17 holding.
  • SJS Investment Consulting first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
  • SJS Investment Consulting's Dimensional Core Fixed Income ETF position peaked at $8.93M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.