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
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 $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return