SIMC
DFSD

Squire Investment Management Company’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Squire Investment Management Company’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 		$7.86M Buy
164,537
+9,272
+6% +$444K 1.89% 13
2026
Q1 		$7.43M Buy
155,265
+20,133
+15% +$969K 2.07% 13
2025
Q4 		$6.48M Buy
135,132
+12,984
+11% +$626K 1.96% 13
2025
Q3 		$5.89M Buy
122,148
+16,860
+16% +$811K 1.92% 13
2025
Q2 		$5.05M Sell
105,288
-1,797
-2% -$85.6K 1.86% 13
2025
Q1 		$5.09M Buy
107,085
+10,638
+11% +$502K 2.12% 12
2024
Q4 		$4.52M Buy
96,447
+21,441
+29% +$1.01M 1.99% 13
2024
Q3 		$3.58M Buy
75,006
+19,380
+35% +$920K 1.7% 13
2024
Q2 		$2.61M Buy
55,626
+22,169
+66% +$1.04M 1.48% 13
2024
Q1 		$1.57M Buy
33,457
+19,198
+135% +$902K 0.99% 18
2023
Q4 		$670K Buy
+14,259
New +$664K 0.55% 30

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Squire Investment Management Company's DFSD Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6% in Q2 2026, buying an estimated $444K and bringing the position to 164,537 shares worth $7.86M. The position accounts for 1.89% of the portfolio, ranked #13.

Squire Investment Management Company first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Squire Investment Management Company held 164,537 shares of Dimensional Short-Duration Fixed Income ETF worth $7.86M as of Q2 2026.
  • Squire Investment Management Company bought 9,272 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $444K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.89% of Squire Investment Management Company's portfolio in Q2 2026, its #13 holding.
  • Squire Investment Management Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.