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

Dimensional Short-Duration Fixed Income ETF logo
$47.89 +0.05 (+0.10%)
As of 04:10 PM Eastern
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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)
372
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$358.99M
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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
5/5/2026Geneos Wealth Management Inc.18,579$890K0.0%+4.2%0.014%
5/5/2026Cogent Strategic Wealth LLC12,342$591K0.6%+13.7%0.009%
5/5/2026MB Generational Wealth LLC61,829$2.96M1.6%+17.0%0.045%
5/5/2026Nwam LLC17,661$846K0.0%+5.9%0.013%
5/4/2026Lutz Financial Services LLC19,788$947K0.1%-8.0%0.014%
5/4/2026Chicago Partners Investment Group LLC176,834$8.48M0.2%+5.7%0.129%
5/4/2026Ruedi Wealth Management Inc.1,097,303$52.54M13.5%+5.2%0.798%
5/4/2026Vantage Point Financial LLC157,894$7.56M2.7%+3.3%0.115%
5/2/2026 Diversify Wealth Management LLC114,100$5.46M0.1%+38.4%0.083%
5/2/2026 Vestment Financial LLC477,806$23.04M11.8%+9.4%0.347%
5/1/2026 Seaside Wealth Management Inc.7,658$367K0.1%-9.7%0.006%
5/1/2026 Fifth Third Bancorp3,215$154K0.0%N/A0.002%
5/1/2026 Signature Resources Capital Management LLC773,080$37.02M17.5%+13.4%0.562%
5/1/2026 Warburton Capital Management LLC14,668$704K0.3%+34.8%0.011%
5/1/2026 Simplicity Wealth LLC108,261$5.18M0.3%+25.2%0.079%
4/30/2026 Torren Management LLC274,652$13.15M6.5%+9.7%0.201%
4/30/2026 Forza Wealth Management LLC33,200$1.59M0.6%+36.6%0.024%
4/30/2026 Valued Wealth Advisors LLC557,734$26.70M10.8%+2.1%0.408%
4/30/2026 Kestra Advisory Services LLC99,808$4.78M0.0%+11.2%0.073%
4/30/2026 SwitchPoint Financial Planning LLC112,064$5.37M3.6%+26.6%0.082%
4/30/2026 CFS Investment Advisory Services LLC155,057$7.48M0.5%+2.9%0.114%
4/29/2026 Rockwood Wealth Management LLC45,331$2.17M0.2%-1.6%0.033%
4/29/2026 Jackson Thornton Wealth Management LLC506,382$24.30M2.2%+6.8%0.371%
4/29/2026 Burney Co.119,361$5.72M0.2%-18.0%0.087%
4/29/2026 Integrated Advisors Network LLC15,216$729K0.0%+107.3%0.011%
4/29/2026 Oceanside Advisors LLC300,494$14.39M8.2%+8.1%0.220%
4/28/2026 Planning Center Inc.2,808,255$134.46M13.6%+4.2%2.056%
4/28/2026 Pine Harbor Wealth Management LLC368,343$17.64M5.3%+15.3%0.270%
4/28/2026 HBE Wealth Management LLC184,651$8.84M7.7%+0.3%0.135%
4/28/2026 Powerhouse Assets LLC68,248$3.27M2.8%+9.6%0.050%
4/27/2026 TCI Wealth Advisors Inc.52,252$2.50M0.1%-3.8%0.038%
4/27/2026 Arcadia Wealth Management LLC40,190$1.92M0.7%-10.7%0.029%
4/27/2026 HB Wealth Management LLC16,361$783K0.0%-3.9%0.012%
4/27/2026 Mustard Seed Financial LLC63,337$3.03M1.8%+47.9%0.046%
4/27/2026 Baer Investment Advisory LLC11,860$568K0.1%N/A0.009%
4/27/2026 Legacy Financial Group Inc.467,314$22.38M5.9%+2.8%0.343%
4/27/2026 Private Advisor Group LLC93,494$4.48M0.0%-7.2%0.069%
4/27/2026 Financial Plan Inc.917,141$43.91M4.7%+17.6%0.672%
4/27/2026 Heffernan Advisory Inc.150,563$7.21M6.7%+9.8%0.110%
4/25/2026 Stevens Capital Partners240,385$11.51M2.8%N/A0.178%
4/24/2026 Root Financial Partners LLC2,991,136$143.22M6.6%+20.4%2.209%
4/24/2026 Keb Asset Management LLC39,630$1.90M0.4%+2.5%0.029%
4/24/2026 Squire Investment Management Company LLC155,265$7.43M2.1%+14.9%0.115%
4/24/2026 Tcfg Wealth Management LLC4,811$230K0.1%+7.7%0.004%
4/24/2026 Johnson Wealth Management LLC270,080$12.93M6.2%+3.7%0.199%
4/24/2026 Wheelhouse Advisory Group LLC617,530$29.57M9.8%+33.7%0.456%
4/23/2026 SJS Investment Consulting Inc.455,308$21.80M2.7%+3.1%0.336%
4/23/2026 Forum Financial Management LP9,058$434K0.0%-17.5%0.007%
4/23/2026 Barry Investment Advisors LLC46,650$2.23M0.5%-4.6%0.034%
4/23/2026 Guardian Wealth Management LLC449,187$21.51M6.5%+10.5%0.332%
4/23/2026 TRU Independence Asset Management 2 LLC151,987$7.28M4.5%+4.1%0.112%
4/23/2026 Coston McIsaac & Partners120,317$5.76M1.3%+28.3%0.089%
4/22/2026 Hartmann Taylor Wealth Management LLC39,305$1.88M1.2%-6.1%0.029%
4/22/2026 Aspire Private Capital LLC53,111$2.54M0.6%-8.0%0.039%
4/22/2026 Patriot Financial Group Insurance Agency LLC8,532$409K0.0%+98.5%0.006%
4/22/2026 Foundry Financial LLC310,786$14.88M6.3%+65.5%0.230%
4/22/2026 Citrine Capital LLC4,229$202K0.1%N/A0.003%
4/22/2026 Keystone Financial Group Inc.160,987$7.71M4.0%+36.1%0.119%
4/22/2026 Tassel Capital Management Inc.47,782$2.29M1.2%N/A0.035%
4/21/2026 RCS Financial Planning LLC162,515$7.78M4.0%+2.1%0.120%
4/21/2026 Parker Financial LLC148,752$7.10M2.8%+7.3%0.110%
4/21/2026 Topsail Wealth Management LLC1,929$92K0.0%N/A0.001%
4/21/2026 AA Financial Advisors LLC190,453$9.12M1.3%N/A0.141%
4/21/2026 BCU Wealth Advisors LLC373,992$17.91M6.7%+3.8%0.276%
4/21/2026 Maseco LLP738,839$35.37M1.1%+13.8%0.546%
4/21/2026 Peirce Capital Management LLC196,829$9.42M3.7%+5.0%0.145%
4/20/2026 25 LLC4,607$221K0.1%+7.5%0.003%
4/20/2026 Factor Wealth Management LTD361,141$17.29M3.3%+15.6%0.267%
4/20/2026 Dopkins Wealth Management LLC48,575$2.33M0.9%+2.4%0.036%
4/20/2026 Live Oak Private Wealth LLC166,229$7.96M1.1%+46.2%0.123%
4/20/2026 RFG Advisory LLC76,018$3.64M0.1%+0.5%0.056%
4/20/2026 Apella Capital LLC5,246,327$252.93M3.8%+16.3%3.875%
4/18/2026 Nautilus Advisors LLC15,791$756K0.5%-5.6%0.012%
4/18/2026 CENTRAL TRUST Co4,300$206K0.0%+14.7%0.003%
4/18/2026 Demming Financial Services Corp ADV25,246$1.21M0.9%-1.5%0.019%
4/18/2026 Vermillion Wealth Management Inc.6,638$318K0.1%+8.6%0.005%
4/18/2026 Great Waters Wealth Management1,783,924$85.41M9.0%+14.4%1.318%
4/17/2026 Krilogy Financial LLC16,634$800K0.0%+9.2%0.012%
4/17/2026 Worth Asset Management LLC12,578$602K0.2%N/A0.009%
4/17/2026 Discipline Wealth Solutions LLC265,210$12.70M1.3%+19.0%0.196%
4/17/2026 AdvisorNet Financial Inc4,617$221K0.0%+7.4%0.003%
4/17/2026 Kaufman Rossin Wealth LLC59,881$2.87M1.6%+35.7%0.044%
4/17/2026 Stewardship Advisors LLC11,333$543K0.1%+3.9%0.008%
4/17/2026 Ocean Park Asset Management LLC208,391$9.98M0.5%N/A0.154%
4/17/2026 Cornerstone Management Inc.343,315$16.44M2.6%+36.4%0.254%
4/17/2026 BCO Wealth Management LLC358,326$17.16M10.3%+4.5%0.265%
4/17/2026 Brookstone Capital Management4,669$224K0.0%N/A0.003%
4/17/2026 Capstone Wealth Management LLC31,463$1.51M1.1%+19.7%0.023%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.62,294$2.98M0.8%-50.4%0.046%
4/16/2026 Ballast Rock Private Wealth LLC16,017$767K0.4%-1.3%0.012%
4/16/2026 JDH Wealth Management LLC28,793$1.38M0.9%+20.0%0.021%
4/16/2026 Triad Wealth Partners LLC26,566$1.27M0.1%+122.2%0.020%
4/15/2026 Brady Martz Wealth Solutions LLC341,176$16.34M2.8%+5.7%0.253%
3/13/2026 World Investment Advisors6,510$312K0.0%N/A0.005%
3/13/2026 Demming Financial Services Corp ADV25,635$1.23M0.9%N/A0.020%
3/9/2026Corient Private Wealth LLC108,983$5.23M0.0%+10.2%0.086%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management3,360$161K0.1%N/A0.003%
3/4/2026 Pure Financial Advisors LLC161,589$7.75M0.1%+2.6%0.127%
3/4/2026Rehmann Capital Advisory Group14,834$712K0.0%-3.8%0.012%
3/2/2026Cogent Strategic Wealth LLC10,851$521K0.6%N/A0.009%


DFSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSD shares?

During the previous two years, 442 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Focus Partners Wealth ($261.12M), Apella Capital LLC ($252.93M), Savant Capital LLC ($192.52M), OneDigital Investment Advisors LLC ($155.94M), Beaird Harris Wealth Management LLC ($153.67M), Root Financial Partners LLC ($143.22M), and Planning Center Inc. ($134.46M).Learn more on Dimensional Short-Duration Fixed Income ETF's institutional investors.

Which institutional investors have been buying Dimensional Short-Duration Fixed Income ETF's stock?

Of the 424 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 ($4.44M), 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 ($2.06M).

How much institutional buying is happening at Dimensional Short-Duration Fixed Income ETF?

Institutional investors have bought a total of 45,664,553 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Which of Dimensional Short-Duration Fixed Income ETF's major shareholders have been selling company stock?

Of the 143 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: Focus Partners Advisor Solutions LLC ($3.92M), Hippocratic Financial Advisors LLC ($466.17K), Vestmark Advisory Solutions Inc. ($260.16K), Sax Wealth Advisors LLC ($241.03K), IFP Advisors Inc ($225.51K), Citadel Advisors LLC ($177.08K), and Savant Capital LLC ($139.36K).

How much institutional selling is happening at Dimensional Short-Duration Fixed Income ETF?

Institutional investors have sold a total of 7,481,696 shares in the last 24 months. This volume of shares sold represents approximately $358.99M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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