Who owns DFSDWhat DFSD owns — n/a

Who owns Dimensional - Short Duration Fixed Income ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of DFSD from SEC Form 13F filings across 450 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 450 institutions disclosed 122.9M shares of Dimensional - Short Duration Fixed Income ETF worth $5.87B — about 83.9% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.

450

13F holders

$5.87B

value, 2026 filers

83.9%

of shares outstanding (122.9M sh)

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFSD's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Focus Partners Wealth	7.3M	$346.4M	0.4%	5%	+18.5%
2	Focus Partners Advisor Solutions, LLC	6.3M	$302.7M	2.6%	4.3%	+23.6%
3	Apella Capital, LLC	5.4M	$258.5M	3.7%	3.7%	+3.3%
4	OneDigital Investment Advisors LLC	3.9M	$185.3M	1.6%	2.7%	+4.9%
5	Savant Capital, LLC	3.7M	$174.5M	0.5%	2.5%	-6.4%
6	Root Financial Partners, LLC	3.6M	$173.7M	6.7%	2.5%	+21.6%
7	Vise Technologies, Inc.	3.5M	$166.7M	1.9%	2.4%	+53.5%
8	Beaird Harris Wealth Management, LLC	3.2M	$152.8M	9.6%	2.2%	+2.9%
9	Planning Center, Inc.	2.9M	$138.7M	13.1%	2%	+3.4%
10	ENVESTNET ASSET MANAGEMENT INC	2.7M	$128.1M	0.0%	1.8%	+10.9%
11	DiNuzzo Private Wealth, Inc.	2.1M	$99.3M	9.8%	1.4%	+1.9%
12	HighTower Advisors, LLC	2.0M	$95.3M	0.1%	1.4%	+1.4%
13	Great Waters Wealth Management	1.9M	$93.1M	8.6%	1.3%	+9.3%
14	PHILLIPS FINANCIAL MANAGEMENT, LLC	1.8M	$83.9M	6.1%	1.2%	+2.5%
15	Rachor Investment Advisory Services, LLC	1.5M	$72.5M	35.7%	1%	+4.6%
16	Rather & Kittrell, Inc.	1.4M	$68.3M	9.5%	1%	+7.3%
17	Diversified Portfolios, Inc.	1.3M	$63.7M	4.6%	0.9%	-0.1%
18	ASSETMARK, INC	1.3M	$61.3M	0.1%	0.9%	+7.8%
19	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1.3M	$60.7M	8.6%	0.9%	+2.1%
20	COMMONWEALTH EQUITY SERVICES, LLC	1.2M	$58.7M	0.1%	0.8%	+3.9%
21	WPWealth LLP	1.2M	$56.8M	8.4%	0.8%	-1.7%
22	Ruedi Wealth Management, Inc.	1.1M	$54.7M	12.8%	0.8%	+4.3%
23	55 North Private Wealth, LLC	1.1M	$51.3M	10.1%	0.7%	+22.1%
24	Beacon Pointe Advisors, LLC	1.0M	$49.9M	0.2%	0.7%	+14.0%
25	Financial Plan, Inc.	1.0M	$49.6M	4.7%	0.7%	+13.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.