SJS Investment Consulting Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), SJS Investment Consulting Inc. reported 1,657 stock positions worth $566.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 54.6% of the portfolio, followed by Dimensional International (DFIC, 8.1%) and Eli Lilly (LLY, 3.0%). Compared with Q2 2024, it opened 70 new positions, sold out of 75, added to 419 and reduced 426. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +729%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $566.7M (Q3 2024)
- SEC Filing
- 0001894302-24-000006 ↗ filed Oct 16, 2024
Holdings Value
Holdings 1,657 stocks · $566.7M
| DFAC Dimensional US Core Equity 2 | 54.60% | 9,024,258 | $309.4M | Reduce -0.4% |
| DFIC Dimensional International Co. | 8.14% | 1,639,488 | $46.1M | Add +6.4% |
| LLY Eli Lilly & Co. | 3.00% | 19,159 | $17.0M | Add +0.3% |
| DFSD Dimensional Short Duration | 2.77% | 328,361 | $15.7M | Add +3.1% |
| HRL Hormel Foods Corp. | 2.58% | 461,783 | $14.6M | Add +0.9% |
| AAPL Apple Inc. | 2.44% | 59,402 | $13.8M | Add +1.8% |
| VCRB Vanguard Core Bond ETF | 1.83% | 130,739 | $10.4M | Add +77.5% |
| DFAX Dimensional World Ex US Core | 1.59% | 333,054 | $9.0M | Reduce -0.6% |
| DFCF Dimensional Core Fixed Inc. | 1.58% | 206,838 | $8.9M | Add +11.3% |
| AVEM Avantis Emerging Markets Eq | 1.43% | 125,657 | $8.1M | Add +13.6% |
| DUSB Dimension Ultrashort Fi ETF | 1.30% | 144,980 | $7.4M | Add +729.1% |
| DFSU Dimensional US Sus CORE1 ETF | 1.10% | 168,092 | $6.2M | Add +11.4% |
| VTIP Vanguard Short-Term Tips | 1.08% | 123,901 | $6.1M | Add +19.6% |
| NVDA Nvidia Corp. | 1.05% | 49,146 | $6.0M | Reduce -1.7% |
| DFGR Dim Global Real Estate ETF | 0.92% | 180,767 | $5.2M | Add +6.9% |
| DFEM Dimensional Emrg MRKT Core | 0.61% | 122,097 | $3.4M | Reduce -1.2% |
| MSFT Microsoft Corp. | 0.60% | 7,867 | $3.4M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.55% | 10,183 | $3.1M | Add +0.7% |
| V Visa Inc. Class A | 0.52% | 10,652 | $2.9M | Add +0.0% |
| PFC Premier Financial Corp. | 0.44% | 106,622 | $2.5M | Add +222.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 31,649 | $2.3M | Add +5.5% |
| GOOG Alphabet Inc. Class C | 0.41% | 13,730 | $2.3M | Add +0.9% |
| AVDE Avantis International Equity | 0.40% | 34,157 | $2.3M | Add +1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 39,638 | $2.0M | Add +17.8% |
| ANDE The Andersons Inc. | 0.35% | 39,921 | $2.0M | No change |
| PEP Pepsico Inc. | 0.35% | 11,641 | $2.0M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.33% | 10,010 | $1.9M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.33% | 11,220 | $1.9M | Reduce -2.2% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 27,330 | $1.7M | No change |
| SYY Sysco Corp. | 0.30% | 21,497 | $1.7M | Add +1.5% |
| BND Vanguard Total Bond Market | 0.30% | 22,275 | $1.7M | Reduce -49.2% |
| DFUV Dimensional US Marketwide Va | 0.25% | 34,519 | $1.4M | Reduce -0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.24% | 27,453 | $1.4M | No change |
| ETHE Grayscale Ethereum Staking E | 0.18% | 46,387 | $1.0M | New |
| COST Costco Wholesale Corp. | 0.17% | 1,095 | $971K | Add +6.1% |
| XOM Exxon Mobil Corp. | 0.16% | 7,837 | $919K | Add +8.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.13% | 15,800 | $741K | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.13% | 1,291 | $739K | Add +20.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 1,285 | $737K | Add +11.8% |
| DFAS Dimensional US Small Cap ETF | 0.12% | 10,529 | $683K | No change |
| SCHW Schwab (charles) Corp. | 0.12% | 10,275 | $666K | Add +1748.0% |
| PG The Procter & Gamble Co. | 0.11% | 3,729 | $646K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 2,152 | $609K | Reduce -12.1% |
| YUM Yum! Brands Inc. | 0.11% | 4,337 | $606K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 3,400 | $594K | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,761 | $582K | Add +5.6% |
| ICF iShares Select U.S. REIT ETF | 0.10% | 8,550 | $564K | Reduce -10.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.10% | 7,000 | $556K | No change |
| HD Home Depot Inc. | 0.10% | 1,341 | $543K | Add +8.2% |
| CAT Caterpillar Inc. | 0.09% | 1,368 | $535K | Reduce -0.1% |
| FSLR First Solar Inc. | 0.09% | 2,074 | $517K | No change |
| JNJ Johnson & Johnson | 0.09% | 3,162 | $512K | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 0.09% | 861 | $497K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.08% | 7,807 | $477K | No change |
| DTE DTE Energy Company | 0.08% | 3,669 | $471K | Add +0.0% |
| TSLA Tesla Inc. | 0.08% | 1,713 | $448K | Reduce -22.4% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 16,010 | $439K | Add +0.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.08% | 8,672 | $433K | Add +2.4% |
| MPC Marathon Petroleum Corp. | 0.07% | 2,535 | $413K | Reduce -0.0% |
| SMH Vaneck Semiconductor ETF | 0.07% | 1,584 | $389K | Reduce -26.6% |
| VXUS Vanguard Total Intl Stock | 0.07% | 6,000 | $388K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 657 | $384K | No change |
| MAS Masco Corp. | 0.07% | 4,391 | $369K | Add +3.7% |
| AVUS Avantis U.S. Equity ETF | 0.06% | 3,852 | $367K | Reduce -2.5% |
| ELV Elevance Health Inc. | 0.06% | 690 | $359K | Reduce -0.1% |
| C Citigroup Inc. | 0.06% | 5,498 | $344K | Add +1.2% |
| KR Kroger Co. | 0.06% | 5,843 | $335K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 314 | $326K | Add +3.6% |
| SHW The Sherwin-Williams Co. | 0.06% | 847 | $323K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.06% | 1,631 | $322K | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,448 | $320K | Add +9.7% |
| MNST Monster Beverage Corp. | 0.06% | 6,057 | $316K | Add +0.2% |
| BP BP PLC-Spons ADR | 0.05% | 9,523 | $299K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,239 | $294K | No change |
| DFAT Dimensional US Target Value | 0.05% | 5,117 | $285K | No change |
| FCN Fti Consulting Inc. | 0.05% | 1,208 | $275K | Reduce -0.1% |
| BA The Boeing Co. | 0.04% | 1,637 | $249K | Add +0.9% |
| ITW Illinois Tool Works | 0.04% | 949 | $249K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 6,179 | $245K | No change |
| SYK Stryker Corp. | 0.04% | 675 | $244K | No change |
| ADBE Adobe Inc. | 0.04% | 466 | $241K | Add +7.1% |
| ACN Accenture PLC Class A | 0.04% | 670 | $237K | Reduce -6.7% |
| ABT Abbott Laboratories | 0.04% | 2,051 | $234K | Add +5.3% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,054 | $233K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,800 | $231K | Add +374.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,354 | $226K | Add +3.3% |
| NKE Nike Inc. Class B | 0.04% | 2,558 | $226K | Add +4.8% |
| VEEV Veeva Systems Inc. Class A | 0.04% | 1,073 | $225K | Add +0.3% |
| COR Cencora Inc. | 0.04% | 999 | $225K | Add +5.9% |
| ET Energy Transfer LP | 0.04% | 13,983 | $224K | Add +3648.8% |
| KO The Coca-Cola Co. | 0.04% | 3,081 | $221K | Add +14.0% |
| NOBL Proshares S&P 500 Dividend A | 0.04% | 2,070 | $221K | No change |
| ORCL Oracle Corp. | 0.04% | 1,295 | $221K | Add +26.0% |
| CSCO Cisco Systems Inc. | 0.04% | 4,080 | $217K | Add +1.5% |
| GLD SPDR Gold Shares | 0.04% | 890 | $216K | Add +6.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 1,769 | $210K | Add +10.6% |
| TGT Target Corp. | 0.04% | 1,319 | $206K | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 5,502 | $205K | Add +203.5% |
| SCHB Schwab US Broad Market ETF | 0.04% | 3,067 | $204K | Add +11.3% |
| YUMC Yum China Holdings Inc. | 0.03% | 4,320 | $194K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| DFAC Dimensional US Core Equity 2 | Reduce -0.4% | 54.60% | −2.00 |
| BND Vanguard Total Bond Market | Reduce -49.2% | 0.30% | −0.32 |
| NVDA Nvidia Corp. | Reduce -1.7% | 1.05% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.60% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 0.33% | −0.08 |
| DFAX Dimensional World Ex US Core | Reduce -0.6% | 1.59% | −0.06 |
| ARCH Arch Resources Inc. | Reduce -99.8% | 0.00% | −0.06 |
| SMH Vaneck Semiconductor ETF | Reduce -26.6% | 0.07% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.2% | 0.61% | −0.03 |
| DELL Dell Technologies -C | Reduce -68.2% | 0.01% | −0.03 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −0.03 |
| ALKT Alkami Technology Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.35% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -92.7% | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.1% | 0.11% | −0.02 |
| NFLX Netflix Inc. | Reduce -37.7% | 0.03% | −0.02 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -0.0% | 0.07% | −0.01 |
| LRCX Lam Research Corp. | Reduce -73.4% | 0.00% | −0.01 |
| MU Micron Technology Inc. | Reduce -80.2% | 0.00% | −0.01 |
| ELV Elevance Health Inc. | Reduce -0.1% | 0.06% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -30.9% | 0.03% | −0.01 |
| PINS Pinterest Inc. Class A | Reduce -0.1% | 0.02% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -30.5% | 0.02% | −0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -0.1% | 0.25% | −0.01 |
| AFL Aflac Inc. | Reduce -34.7% | 0.02% | −0.01 |
| DHR Danaher Corp. | Reduce -89.7% | 0.00% | −0.01 |
| CPRT Copart Inc. | Reduce -26.8% | 0.01% | −0.01 |
| INTC Intel Corp. | Reduce -47.4% | 0.00% | −0.01 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -36.1% | 0.01% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -9.7% | 0.02% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -10.0% | 0.10% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -34.5% | 0.01% | −0.01 |
| TSLA Tesla Inc. | Reduce -22.4% | 0.08% | −0.01 |
| USFD US Foods Holding Corp. | Reduce -90.3% | 0.00% | −0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −0.00 |
| GM General Motors Co. | Reduce -59.9% | 0.00% | −0.00 |
| PROSHARES TR II | Sold out | 0.00% | −0.00 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.5% | 0.06% | −0.00 |
| COP Conocophillips | Reduce -5.6% | 0.02% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -55.5% | 0.00% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.9% | 0.10% | −0.00 |
| CRSP Crispr Therapeutics AG | Reduce -85.3% | 0.00% | −0.00 |
| XLE SS Energy Select Sector | Reduce -41.5% | 0.00% | −0.00 |
| ADP Automatic Data Processing | Reduce -16.4% | 0.02% | −0.00 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.00 |
| STN Stantec Inc. | Reduce -4.2% | 0.02% | −0.00 |
| SNPS Synopsys Inc. | Reduce -86.7% | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| DUSB Dimension Ultrashort Fi ETF | Add +729.1% | 1.30% | +1.13 |
| VCRB Vanguard Core Bond ETF | Add +77.5% | 1.83% | +0.74 |
| PFC Premier Financial Corp. | Add +222.4% | 0.44% | +0.31 |
| DFIC Dimensional International Co. | Add +6.4% | 8.14% | +0.30 |
| ETHE Grayscale Ethereum Staking E | New | 0.18% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +13.6% | 1.43% | +0.12 |
| SCHW Schwab (charles) Corp. | Add +1748.0% | 0.12% | +0.11 |
| VTIP Vanguard Short-Term Tips | Add +19.6% | 1.08% | +0.10 |
| DFGR Dim Global Real Estate ETF | Add +6.9% | 0.92% | +0.10 |
| DFSU Dimensional US Sus CORE1 ETF | Add +11.4% | 1.10% | +0.08 |
| DFCF Dimensional Core Fixed Inc. | Add +11.3% | 1.58% | +0.08 |
| AAPL Apple Inc. | Add +1.8% | 2.44% | +0.06 |
| BP BP PLC-Spons ADR | New | 0.05% | +0.05 |
| MCD McDonald's Corp. | Add +0.7% | 0.55% | +0.05 |
| ET Energy Transfer LP | Add +3648.8% | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +374.9% | 0.04% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +17.8% | 0.36% | +0.03 |
| NOW ServiceNow Inc. | Add +430.0% | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +203.5% | 0.04% | +0.03 |
| WGS Genedx Holdings Corp. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +20.0% | 0.13% | +0.03 |
| HROW Harrow Inc. | New | 0.02% | +0.02 |
| INSW International Seaways Inc. | Add +20808.3% | 0.02% | +0.02 |
| SHF HOLDINGS INC | New | 0.02% | +0.02 |
| GRAYSCALE ETHEREUM MINI TR E | New | 0.02% | +0.02 |
| CAVA Cava Group Inc. | Add +44.7% | 0.03% | +0.01 |
| HD Home Depot Inc. | Add +8.2% | 0.10% | +0.01 |
| LUMN Lumen Technologies Inc. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +3285.7% | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +9.7% | 0.06% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +5.5% | 0.41% | +0.01 |
| T AT&T Inc. | Add +42.2% | 0.03% | +0.01 |
| CLF Cleveland-Cliffs Inc. | Add +4673.3% | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +26.0% | 0.04% | +0.01 |
| MAS Masco Corp. | Add +3.7% | 0.07% | +0.01 |
| SRPT Sarepta Therapeutics Inc. | Add +23300.0% | 0.01% | +0.01 |
| IRM Iron Mountain Inc. | Add +10.6% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.8% | 0.13% | +0.01 |
| GEV GE Vernova Inc. | Add +253.5% | 0.01% | +0.01 |
| NSC Norfolk Southern Corp. | Add +2150.0% | 0.01% | +0.01 |
| WM Waste Management Inc. | Add +588.2% | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +152.9% | 0.01% | +0.01 |
| KEY Keycorp | Add +29.7% | 0.02% | +0.01 |
| KO The Coca-Cola Co. | Add +14.0% | 0.04% | +0.01 |
| MA Mastercard Inc. Class A | Add +68.1% | 0.01% | +0.01 |
| F Ford Motor Co. | Add +127.8% | 0.01% | +0.01 |
| NUE Nucor Corp. | Add +417.4% | 0.01% | +0.00 |
| TTD Trade Desk Inc./the Class A | Add +1095.7% | 0.01% | +0.00 |
| B Barrick Gold Corp. | New | 0.00% | +0.00 |
| ORI Old Republic Intl Corp. | Add +833.0% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,883 | $918.7M | DFAC, DFIC, DUSB, VCRB, LLY |
| Q1 2026 | 2,472 | $818.6M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q4 2025 | 2,087 | $790.4M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q3 2025 | 1,634 | $730.9M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q2 2025 | 1,548 | $630.4M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q1 2025 | 1,601 | $586.4M | DFAC, DFIC, DUSB, DFSD, LLY |
| Q4 2024 | 1,599 | $579.1M | DFAC, DFIC, DFSD, AAPL, HRL |
| Q3 2024 | 1,657 | $566.7M | DFAC, DFIC, LLY, DFSD, HRL |
| Q2 2024 | 1,660 | $516.3M | DFAC, DFIC, LLY, DFSD, HRL |
| Q1 2024 | 1,645 | $500.6M | DFAC, DFIC, HRL, LLY, DFSD |