Who owns Dimensional - Short Duration Fixed Income ETF?
Institutional ownership of DFSD from SEC Form 13F filings across 187 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.
187
13F holders
$3.23B
value, 2026 filers
47.7%
of shares outstanding (69.9M sh)
25
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 | ENVESTNET ASSET MANAGEMENT INC | 2.7M | $128.1M | 0.0% | 1.8% | +10.9% |
| 10 | DiNuzzo Private Wealth, Inc. | 2.1M | $99.3M | 9.8% | 1.4% | +1.9% |
| 11 | HighTower Advisors, LLC | 2.0M | $95.3M | 0.1% | 1.4% | +1.4% |
| 12 | Rachor Investment Advisory Services, LLC | 1.5M | $72.5M | 35.7% | 1% | +4.6% |
| 13 | ASSETMARK, INC | 1.3M | $61.3M | 0.1% | 0.9% | +7.8% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 1.2M | $58.7M | 0.1% | 0.8% | +3.9% |
| 15 | WPWealth LLP | 1.2M | $56.8M | 8.4% | 0.8% | -1.7% |
| 16 | Cambridge Investment Research Advisors, Inc. | 1.0M | $48,752 | 0.1% | 0.7% | +194.1% |
| 17 | RAM Investment Partners, LLC | 1.0M | $48.2M | 7.7% | 0.7% | +1.0% |
| 18 | PARK AVENUE SECURITIES LLC | 903,188 | $43,127 | 0.3% | 0.6% | +17.3% |
| 19 | Altiora Financial Group, LLC | 876,910 | $41.9M | 6.6% | 0.6% | -4.9% |
| 20 | BANK OF AMERICA CORP /DE/ | 847,823 | $40.5M | 0.0% | 0.6% | +12.8% |
| 21 | Signature Resources Capital Management, LLC | 812,642 | $38.8M | 15.3% | 0.6% | +5.1% |
| 22 | Mattern Wealth Management LLC | 604,523 | $28.9M | 4.7% | 0.4% | +0.2% |
| 23 | Valued Wealth Advisors LLC | 601,233 | $28.7M | 10.4% | 0.4% | +7.8% |
| 24 | Integrated Wealth Concepts LLC | 562,109 | $26.8M | 0.1% | 0.4% | +97.6% |
| 25 | Allworth Financial LP | 498,269 | $23.8M | 0.1% | 0.3% | -46.7% |
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.