Who owns DFSD?
Dimensional Short-Duration Fixed Income ETF · Dimensional
449 institutions reported holding DFSD, worth $5.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $346.4M | 7,253,853 | +1,131,748 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $302.7M | 6,339,321 | +1,212,399 shares |
| Apella Capital, LLC | West Hartford, CT | $258.5M | 5,420,887 | +174,560 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $185.3M | 3,880,784 | +180,941 shares |
| Savant Capital, LLC | Rockford, IL | $174.5M | 3,654,844 | −249,121 shares |
| Root Financial Partners, LLC | Encinitas, CA | $173.7M | 3,637,085 | +645,949 shares |
| Vise Technologies, Inc. | New York, NY | $166.7M | 3,490,783 | +1,216,216 shares |
| Beaird Harris Wealth Management, LLC | Dallas, TX | $152.8M | 3,199,436 | +89,730 shares |
| Planning Center, Inc. | Moline, IL | $138.7M | 2,904,314 | +96,059 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $128.1M | 2,683,166 | +264,195 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFSD?
449 institutional managers reported holding DFSD in Form 13F filings for June 30, 2026, worth $5.9B in total. The largest reported position was held by Focus Partners Wealth, at $346.4M.
Did institutions buy or sell DFSD last quarter?
Reported 13F value rose 12.2% from March 31, 2026, which includes price moves as well as buying and selling. 48 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.