SIC
DFSD

SJS Investment Consulting’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

SJS Investment Consulting’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
2026
Q2 		$4.16M Sell
87,060
-368,248
-81% -$17.6M 0.45% 22
2026
Q1 		$21.8M Buy
455,308
+13,618
+3% +$655K 2.66% 5
2025
Q4 		$21.2M Buy
441,690
+34,544
+8% +$1.66M 2.68% 5
2025
Q3 		$19.6M Buy
407,146
+34,367
+9% +$1.65M 2.68% 5
2025
Q2 		$17.9M Buy
372,779
+11,666
+3% +$556K 2.84% 5
2025
Q1 		$17.2M Buy
361,113
+10,230
+3% +$483K 2.93% 4
2024
Q4 		$16.4M Buy
350,883
+22,522
+7% +$1.07M 2.84% 3
2024
Q3 		$15.7M Buy
328,361
+9,871
+3% +$468K 2.77% 4
2024
Q2 		$15M Buy
318,490
+23,134
+8% +$1.09M 2.9% 4
2024
Q1 		$13.9M Buy
295,356
+28,397
+11% +$1.33M 2.78% 5
2023
Q4 		$12.5M Sell
266,959
-29,518
-10% -$1.37M 2.84% 4
2023
Q3 		$13.8M Sell
296,477
-35,828
-11% -$1.67M 3.45% 4
2023
Q2 		$15.4M Buy
332,305
+11,824
+4% +$551K 3.87% 4
2023
Q1 		$15M Buy
320,481
+35,930
+13% +$1.67M 4.08% 4
2022
Q4 		$13.1M Sell
284,551
-35,078
-11% -$1.61M 3.9% 4
2022
Q3 		$14.7M Buy
+319,629
New +$15M 4.97% 3
2022
Q1 		$62K Buy
+1,296
New +$63.4K 0.02% 165

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SJS Investment Consulting's DFSD Position: Q2 2026 in Review

SJS Investment Consulting reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 81% in Q2 2026, selling an estimated $17.6M and leaving 87,060 shares worth $4.16M. The position accounts for 0.45% of the portfolio, ranked #22.

SJS Investment Consulting first reported a position in DFSD in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.8M in Q1 2026. 204 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • SJS Investment Consulting held 87,060 shares of Dimensional Short-Duration Fixed Income ETF worth $4.16M as of Q2 2026.
  • SJS Investment Consulting sold 368,248 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $17.6M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.45% of SJS Investment Consulting's portfolio in Q2 2026, its #22 holding.
  • SJS Investment Consulting first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Dimensional Short-Duration Fixed Income ETF position peaked at $21.8M in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.