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Dimensional Short-Duration Fixed Income ETF (DFSD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Number of
Institutional Buyers
(last 12 months)
356
Total
Institutional Inflows
(last 12 months)
$2.03B
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$639.62M
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DFSD Institutional Buying and Selling by Quarter

Dimensional Short-Duration Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Heffernan Advisory Inc.191,280$8.89M6.0%N/A0.123%
10/13/2026Sax Wealth Advisors LLC197,358$9.17M0.3%-78.4%0.127%
10/10/2026Friday Financial318,461$14.83M2.9%+16.0%0.204%
10/9/2026CogentBlue Wealth Advisors LLC109,766$5.10M4.7%+9.0%0.070%
10/9/2026Williams & Novak Wealth Management LLC18,756$872K0.5%+29.5%0.012%
10/9/2026Cypress Financial Planning LLC30,020$1.40M0.4%+4.8%0.019%
10/9/2026BOS Asset Management LLC142,824$6.64M1.5%+2.4%0.092%
10/9/2026Graves Light Lenhart Wealth Inc.71,240$3.31M0.3%-32.6%0.046%
10/9/2026Eclectic Associates Inc. ADV873,006$40.57M4.6%N/A0.560%
10/9/2026Market Street Wealth Management Advisors LLC555,735$25.83M3.7%-77.7%0.356%
10/9/2026Acropolis Investment Management LLC6,315$293K0.0%N/A0.004%
10/8/2026Factor Wealth Management LTD437,367$20.33M3.2%-16.1%0.280%
10/8/2026Farther Finance Advisors LLC624,004$29.00M0.2%+7.6%0.400%
10/8/2026Apella Capital LLC5,830,255$271.98M3.5%-41.9%3.737%
10/7/2026Venture Visionary Partners LLC6,657$309K0.0%-90.0%0.004%
10/7/2026Great Waters Wealth Management2,114,712$98.28M8.8%+8.5%1.356%
10/7/2026Nautilus Advisors LLC13,124$610K0.4%-7.5%0.008%
10/6/2026Financial Symmetry Inc16,998$790K0.3%-10.2%0.011%
10/5/2026Ballew Advisors Inc5,321$247K0.1%N/A0.003%
10/5/2026Baker Tilly Wealth Management LLC68,711$3.19M0.6%+18.6%0.044%
9/23/2026Envestnet Portfolio Solutions Inc.113,761$5.43M0.0%+8.4%0.076%
9/23/2026Envestnet Asset Management Inc.2,683,166$128.12M0.0%+10.9%1.782%
9/9/2026Integrated Wealth Concepts LLC288,828$13.79M0.1%+1.5%0.192%
9/9/2026RFG Advisory LLC81,272$3.88M0.1%+6.9%0.054%
9/9/2026IFP Advisors Inc47,352$2.26M0.0%+1.3%0.031%
9/9/2026XY Planning Network Inc.104,472$4.99M0.6%+1,906.0%0.069%
9/8/2026Allworth Financial LP498,269$23.79M0.1%-46.7%0.331%
9/8/2026Powerhouse Assets LLC63,824$3.05M2.5%-6.5%0.042%
9/8/2026Waverly Advisors LLC276,647$13.21M0.1%+1.4%0.184%
9/2/2026Citadel Advisors LLC16,012$765K0.0%+125.4%0.011%
8/27/2026Corient Private Wealth LP106,566$5.09M0.0%+0.5%0.071%
8/25/2026Tobias Financial Advisors Inc.461,103$22.02M2.7%N/A0.306%
8/23/2026Studio Investment Management LLC328,907$15.71M2.7%+7.6%0.218%
8/23/2026Straight Path Wealth Management37,638$1.80M0.4%+151.1%0.025%
8/23/2026Henrickson Nauta Wealth Advisors Inc.59,382$2.84M0.7%-4.7%0.039%
8/23/2026Andrews Lucia Wealth Management LLC6,580$314K0.2%N/A0.004%
8/23/2026Hutchens & Kramer Investment Management Group LLC6,760$323K0.1%-31.4%0.004%
8/22/2026Beacon Hill Wealth Management LTD.284,950$13.61M9.4%N/A0.189%
8/22/2026SeedSafe Financial LLC79,477$3.80M2.7%N/A0.053%
8/22/2026Montgomery Financial Services LLC3,380$161K0.1%N/A0.002%
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8/22/2026Wheelhouse Advisory Group LLC771,244$36.83M10.4%+24.9%0.512%
8/22/2026Tassel Capital Management Inc.46,483$2.22M1.0%-2.7%0.031%
8/22/2026Concurrent Investment Advisors LLC29,795$1.42M0.0%+10.7%0.020%
8/21/2026WorthPointe LLC554,649$24.31M5.9%+154.6%0.368%
8/21/2026Greenspring Advisors LLC1,230,441$58.75M3.2%N/A0.817%
8/21/2026Waycross Investment Management Co174,485$8.33M4.9%N/A0.116%
8/21/2026Safeguard Investment Advisory Group LLC1,773,148$84.67M19.0%+7,351.8%1.177%
8/21/2026Thrive Wealth Management LLC6,468$309K0.0%N/A0.004%
8/21/2026Live Oak Private Wealth LLC372,850$17.11M2.2%+124.3%0.248%
8/21/2026Beacon Financial Advisory LLC63,441$3.03M0.6%N/A0.042%
8/21/2026Bedel Financial Consulting Inc.14,841$709K0.1%N/A0.010%
8/21/2026Acorn Wealth Advisors LLC448,515$21.42M4.9%+567.9%0.298%
8/21/2026Triumph Capital Management182,488$8.63M1.5%+11.2%0.121%
8/20/2026Rehmann Capital Advisory Group130,880$6.25M0.3%+864.0%0.087%
7/10/2026DiNuzzo Private Wealth Inc.2,080,578$99.35M9.8%+1.9%1.427%
7/10/2026Family Wealth Partners LLC217,274$10.38M3.2%+4.3%0.149%
7/10/2026Peirce Capital Management LLC192,512$9.19M3.4%-2.2%0.132%
7/10/2026Canvas Wealth Advisors LLC18,694$893K0.1%N/A0.013%
7/10/2026Torren Management LLC118,156$5.64M2.9%-57.0%0.081%
7/9/2026CPA Asset Management Group LLC980,940$46.84M13.5%+114.8%0.673%
7/9/2026Barry Investment Advisors LLC42,134$2.01M0.4%-9.7%0.029%
7/9/2026Friday Financial274,581$13.10M3.5%+24.9%0.188%
7/9/2026Shira Ridge Wealth Management296,404$14.15M4.9%+4.7%0.203%
7/9/2026Great Waters Wealth Management1,949,171$93.07M8.6%+9.3%1.337%
7/9/2026Sax Wealth Advisors LLC244,768$11.72M0.4%-10.8%0.168%
7/8/2026Beaird Harris Wealth Management LLC3,199,436$152.77M9.5%+2.9%2.124%
7/8/2026Williams & Novak LLC14,481$691K0.5%+4.5%0.010%
7/8/2026Strategic Investment Solutions Inc. IL50,762$2.43M0.6%+28.7%0.035%
7/8/2026White Wing Wealth Management131,430$6.28M3.3%+3.4%0.087%
7/8/2026Factor Wealth Management LTD521,101$24.88M3.8%+44.3%0.357%
7/8/2026Shearwater Capital LLC7,090$339K0.2%-16.5%0.005%
7/8/2026Apella Capital LLC5,420,887$258.52M3.6%+3.3%3.718%
7/8/202655 North Private Wealth LLC1,073,749$51.27M10.1%+22.1%0.740%
7/8/2026Eclectic Associates Inc. ADV795,671$37.99M4.3%+16.0%0.548%
7/7/2026Pioneer Wealth Management Group38,936$1.86M0.4%N/A0.027%
7/7/2026Dynamic Advisor Solutions LLC174,168$8.32M0.2%+0.4%0.120%
7/7/2026Graves Light Lenhart Wealth Inc.85,928$4.10M0.4%-1.4%0.059%
6/24/2026Optimus Capital Advisors LLC144,910$6.94M4.1%-30.6%0.105%
6/11/2026E Wealth Partners LLC26,634$1.28M1.0%+5.1%0.019%
6/3/2026Wealthquest Corp771,485$36.94M2.6%+5.5%0.561%
6/3/2026Stillwater Private Wealth LLC5,803$277K0.2%N/A0.004%
6/3/2026NewEdge Advisors LLC3,972$190K0.0%+10.2%0.003%
6/1/2026Concorde Asset Management LLC4,631$222K0.1%-7.0%0.003%
5/27/2026Security Financial Services INC.5,837$279K0.0%+11.8%0.004%
5/21/2026BankChampaign National Association5,059$242K0.2%N/A0.004%
5/19/2026McIlrath & Eck LLC1,297,305$62.12M4.6%+14.6%0.943%
5/19/2026Bank of America Corp DE751,650$35.99M0.0%+30.5%0.547%
5/19/2026Arkadios Wealth Advisors54,009$2.59M0.0%N/A0.039%
5/19/2026Claris Financial LLC6,442$308K0.2%+9.4%0.005%
5/18/2026EverSource Wealth Advisors LLC121,215$5.80M0.2%-29.9%0.088%
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5/18/2026Royal Bank of Canada326,456$15.63M0.0%-11.3%0.237%
5/15/2026Everest Financial Group LLC9,895$474K0.1%N/A0.007%
5/15/2026Waverly Advisors LLC272,865$13.07M0.1%-1.7%0.198%
5/15/2026Broadhurst Jeffrey B60,932$2.92M3.0%N/A0.044%
5/13/2026Cetera Investment Advisers180,230$8.63M0.0%+7.7%0.131%
5/13/2026American Investment Services Inc.38,867$1.86M0.4%+8.2%0.028%
5/8/2026Wilkerson Advisory Group LLC225,268$10.79M3.7%N/A0.164%
5/6/2026Assetmark Inc.1,190,826$57.02M0.1%-2.4%0.866%
5/6/2026Independent Financial Group LLC12,593$603K0.0%N/A0.009%
5/6/2026CPA Asset Management Group LLC456,710$21.87M7.3%+61.3%0.332%


DFSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 462 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Apella Capital LLC ($271.98M), Focus Partners Wealth ($261.12M), Savant Capital LLC ($192.52M), OneDigital Investment Advisors LLC ($155.94M), Beaird Harris Wealth Management LLC ($152.77M), Root Financial Partners LLC ($143.22M), and Planning Center Inc. ($134.46M).Learn more on Dimensional Short-Duration Fixed Income ETF's institutional investors.

Of the 440 institutional investors that purchased Dimensional Short-Duration Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Apella Capital LLC ($4.36M), Essential Planning LLC. ($4.22M), Focus Partners Advisor Solutions LLC ($3.04M), Focus Partners Wealth ($2.70M), Root Financial Partners LLC ($2.43M), Vise Technologies Inc. ($2.27M), and Savant Capital LLC ($1.77M).

Institutional investors have bought a total of 42,285,685 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

Of the 107 institutional investors that sold Dimensional Short-Duration Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Apella Capital LLC ($4.20M), Focus Partners Advisor Solutions LLC ($3.92M), Market Street Wealth Management Advisors LLC ($1.93M), Sax Wealth Advisors LLC ($952.07K), Allworth Financial LP ($437.44K), Vestmark Advisory Solutions Inc. ($260.16K), and Citadel Advisors LLC ($177.08K).

Institutional investors have sold a total of 13,554,878 shares in the last 24 months. This volume of shares sold represents approximately $639.62M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFSD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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