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

Dimensional Short-Duration Fixed Income ETF logo
$47.75 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
368
Total
Institutional Inflows
(last 12 months)
$2.08B
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$360.30M
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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
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%
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%
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%
5/2/2026Diversify Wealth Management LLC114,100$5.46M0.1%+38.4%0.083%
5/2/2026Vestment Financial LLC477,806$23.04M11.8%+9.4%0.347%
5/1/2026Seaside Wealth Management Inc.7,658$367K0.1%-9.7%0.006%
5/1/2026Fifth Third Bancorp3,215$154K0.0%N/A0.002%
5/1/2026Signature Resources Capital Management LLC773,080$37.02M17.5%+13.4%0.562%
5/1/2026Warburton Capital Management LLC14,668$704K0.3%+34.8%0.011%
5/1/2026Simplicity Wealth LLC108,261$5.18M0.3%+25.2%0.079%
4/30/2026Torren Management LLC274,652$13.15M6.5%+9.7%0.201%
4/30/2026Forza Wealth Management LLC33,200$1.59M0.6%+36.6%0.024%
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4/30/2026Valued Wealth Advisors LLC557,734$26.70M10.8%+2.1%0.408%
4/30/2026Kestra Advisory Services LLC99,808$4.78M0.0%+11.2%0.073%
4/30/2026SwitchPoint Financial Planning LLC112,064$5.37M3.6%+26.6%0.082%
4/30/2026CFS Investment Advisory Services LLC155,057$7.48M0.5%+2.9%0.114%
4/29/2026Rockwood Wealth Management LLC45,331$2.17M0.2%-1.6%0.033%
4/29/2026Jackson Thornton Wealth Management LLC506,382$24.30M2.2%+6.8%0.371%
4/29/2026Burney Co.119,361$5.72M0.2%-18.0%0.087%
4/29/2026Integrated Advisors Network LLC15,216$729K0.0%+107.3%0.011%
4/29/2026Oceanside Advisors LLC300,494$14.39M8.2%+8.1%0.220%
4/28/2026Planning Center Inc.2,808,255$134.46M13.6%+4.2%2.056%
4/28/2026Pine Harbor Wealth Management LLC368,343$17.64M5.3%+15.3%0.270%
4/28/2026HBE Wealth Management LLC184,651$8.84M7.7%+0.3%0.135%
4/28/2026Powerhouse Assets LLC68,248$3.27M2.8%+9.6%0.050%
4/27/2026TCI Wealth Advisors Inc.52,252$2.50M0.1%-3.8%0.038%
4/27/2026Arcadia Wealth Management LLC40,190$1.92M0.7%-10.7%0.029%
4/27/2026HB Wealth Management LLC16,361$783K0.0%-3.9%0.012%
4/27/2026Mustard Seed Financial LLC63,337$3.03M1.8%+47.9%0.046%
4/27/2026Baer Investment Advisory LLC11,860$568K0.1%N/A0.009%
4/27/2026Legacy Financial Group Inc.467,314$22.38M5.9%+2.8%0.343%
4/27/2026Private Advisor Group LLC93,494$4.48M0.0%-7.2%0.069%
4/27/2026Financial Plan Inc.917,141$43.91M4.7%+17.6%0.672%
4/27/2026Heffernan Advisory Inc.150,563$7.21M6.7%+9.8%0.110%
4/25/2026Stevens Capital Partners240,385$11.51M2.8%N/A0.178%
4/24/2026Root Financial Partners LLC2,991,136$143.22M6.6%+20.4%2.209%
4/24/2026Keb Asset Management LLC39,630$1.90M0.4%+2.5%0.029%
4/24/2026Squire Investment Management Company LLC155,265$7.43M2.1%+14.9%0.115%
4/24/2026Tcfg Wealth Management LLC4,811$230K0.1%+7.7%0.004%
4/24/2026Johnson Wealth Management LLC270,080$12.93M6.2%+3.7%0.199%
4/24/2026Wheelhouse Advisory Group LLC617,530$29.57M9.8%+33.7%0.456%
4/23/2026SJS Investment Consulting Inc.455,308$21.80M2.7%+3.1%0.336%
4/23/2026Forum Financial Management LP9,058$434K0.0%-17.5%0.007%
4/23/2026Barry Investment Advisors LLC46,650$2.23M0.5%-4.6%0.034%
4/23/2026Guardian Wealth Management LLC449,187$21.51M6.5%+10.5%0.332%
4/23/2026TRU Independence Asset Management 2 LLC151,987$7.28M4.5%+4.1%0.112%
4/23/2026Coston McIsaac & Partners120,317$5.76M1.3%+28.3%0.089%
4/22/2026Hartmann Taylor Wealth Management LLC39,305$1.88M1.2%-6.1%0.029%
4/22/2026Aspire Private Capital LLC53,111$2.54M0.6%-8.0%0.039%
4/22/2026Patriot Financial Group Insurance Agency LLC8,532$409K0.0%+98.5%0.006%
4/22/2026Foundry Financial LLC310,786$14.88M6.3%+65.5%0.230%
4/22/2026Citrine Capital LLC4,229$202K0.1%N/A0.003%
4/22/2026Keystone Financial Group Inc.160,987$7.71M4.0%+36.1%0.119%
4/22/2026Tassel Capital Management Inc.47,782$2.29M1.2%N/A0.035%
4/21/2026RCS Financial Planning LLC162,515$7.78M4.0%+2.1%0.120%
4/21/2026Parker Financial LLC148,752$7.10M2.8%+7.3%0.110%
4/21/2026Topsail Wealth Management LLC1,929$92K0.0%N/A0.001%
4/21/2026AA Financial Advisors LLC190,453$9.12M1.3%N/A0.141%
4/21/2026BCU Wealth Advisors LLC373,992$17.91M6.7%+3.8%0.276%
4/21/2026Maseco LLP738,839$35.37M1.1%+13.8%0.546%
4/21/2026Peirce Capital Management LLC196,829$9.42M3.7%+5.0%0.145%
4/20/202625 LLC4,607$221K0.1%+7.5%0.003%
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4/20/2026Factor Wealth Management LTD361,141$17.29M3.3%+15.6%0.267%
4/20/2026Dopkins Wealth Management LLC48,575$2.33M0.9%+2.4%0.036%
4/20/2026Live Oak Private Wealth LLC166,229$7.96M1.1%+46.2%0.123%
4/20/2026RFG Advisory LLC76,018$3.64M0.1%+0.5%0.056%
4/20/2026Apella Capital LLC5,246,327$252.93M3.8%+16.3%3.875%
4/18/2026Nautilus Advisors LLC15,791$756K0.5%-5.6%0.012%
4/18/2026CENTRAL TRUST Co4,300$206K0.0%+14.7%0.003%
4/18/2026Demming Financial Services Corp ADV25,246$1.21M0.9%-1.5%0.019%
4/18/2026Vermillion Wealth Management Inc.6,638$318K0.1%+8.6%0.005%
4/18/2026Great Waters Wealth Management1,783,924$85.41M9.0%+14.4%1.318%


DFSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 450 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.

Of the 431 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).

Institutional investors have bought a total of 43,298,760 shares in the last 24 months. This purchase volume represents approximately $2.08B in transactions.

Of the 138 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), IFP Advisors Inc ($225.51K), Sax Wealth Advisors LLC ($205.65K), Citadel Advisors LLC ($177.08K), and Savant Capital LLC ($139.36K).

Institutional investors have sold a total of 7,507,904 shares in the last 24 months. This volume of shares sold represents approximately $360.30M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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