SJS Investment Consulting
DFSD icon

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
Q3 		$2.89M Sell
62,143
-24,917
-29% -$1.18M 0.29% 27
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

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

SJS Investment Consulting reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 29% in Q3 2026, selling an estimated $1.18M and leaving 62,143 shares worth $2.89M. The position accounts for 0.29% of the portfolio, ranked #27.

SJS Investment Consulting first reported a position in DFSD in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.8M in Q1 2026. 185 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • SJS Investment Consulting held 62,143 shares of Dimensional Short-Duration Fixed Income ETF worth $2.89M as of Q3 2026.
  • SJS Investment Consulting sold 24,917 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.18M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.29% of SJS Investment Consulting's portfolio in Q3 2026, its #27 holding.
  • SJS Investment Consulting first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
  • SJS Investment Consulting's Dimensional Short-Duration Fixed Income ETF position peaked at $21.8M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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