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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

441 managers (449 13F filers) reported a position in DFSD shares at 2026-06-30, 123,162,499 shares in all. 34 filers opened a position and 18 filers sold out during the quarter.

Managers
441
13F filers
449
New
34
Added
276
Reduced
96
Sold out
18
Shares held by filers
123,162,499

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthgroup of 2 filers holding13,593,174$649M+2,344,147Timeline
Apella Capital, LLC5,420,887$259M3.65%+174,56013F-HRTimeline
OneDigital Investment Advisors LLC3,880,784$185M1.56%+180,94113F-HRTimeline
Savant Capital, LLC3,654,844$175M0.51%-249,12113F-HRTimeline
Root Financial Partners, LLC3,637,085$174M6.75%+645,94913F-HRTimeline
Vise Technologies, Inc.3,490,783$167M1.89%+1,216,21613F-HRTimeline
Beaird Harris Wealth Management, LLC3,199,436$153M9.57%+89,73013F-HRTimeline
Planning Center, Inc.2,904,314$139M13.09%+96,05913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,796,927$134M+273,005Timeline
DiNuzzo Private Wealth, Inc.2,080,578$99.3M9.83%+39,39513F-HRTimeline
HighTower Advisors, LLC1,996,685$95.3M0.09%+27,78213F-HRTimeline
Great Waters Wealth Management1,949,171$93.1M8.62%+165,24713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,756,850$83.9M6.15%+42,54913F-HRTimeline
Rachor Investment Advisory Services, LLC1,519,287$72.5M35.72%+66,57213F-HRTimeline
Rather & Kittrell, Inc.1,429,896$68.3M9.54%+97,88513F-HRTimeline
Diversified Portfolios, Inc.1,335,001$63.7M4.62%-1,42113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,284,088$61.3M0.11%+93,26213F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,271,511$60.7M8.64%+25,88613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,229,386$58.7M0.07%+46,55513F-HRTimeline
WPWealth LLP1,188,766$56.8M8.42%-21,13313F-HRTimeline
Ruedi Wealth Management, Inc.1,144,966$54.7M12.82%+47,66313F-HRTimeline
55 North Private Wealth, LLC1,073,749$51.3M10.09%+194,42013F-HRTimeline
Beacon Pointe Advisors, LLC1,045,893$49.9M0.23%+128,07513F-HRTimeline
Financial Plan, Inc.1,038,034$49.6M4.7%+120,89313F-HRTimeline
CURIO WEALTH, LLC1,033,379$49.3M15.31%+75,10313F-HRTimeline
RAM Investment Partners, LLC1,008,448$48.2M7.7%+9,98613F-HRTimeline
CPA Asset Management Group, LLC980,940$46.8M13.49%+524,23013F-HRTimeline
Parkwoods Wealth Partners, LLC972,134$46.4M7.46%+526,27513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC903,188$43.1M0.27%+133,47613F-HRTimelineGroup
Altiora Financial Group, LLC876,910$41.9M6.6%-45,60513F-HRTimeline
Woodward Financial Advisors, Inc.857,876$41M13.69%+80,72313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/847,823$40.5M<0.01%+96,17313F-HRTimelineGroup
Signature Resources Capital Management,…812,642$38.8M15.3%+39,56213F-HRTimeline
Wealthquest Corp804,122$38.4M2.42%+32,63713F-HRTimeline
Elser Financial Planning, Inc798,092$38.1M1.65%+25,37913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV795,671$38M4.33%+109,60713F-HRTimeline
MASECO LLP772,357$36.9M1.04%+33,51813F-HRTimeline
Wheelhouse Advisory Group LLC771,244$36.8M10.39%+153,71413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC663,877$31.6M6.82%+68,15813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC640,173$30.6M4.03%+85,26013F-HRTimeline
Mattern Wealth Management LLC604,523$28.9M4.74%+1,14913F-HRTimeline
Valued Wealth Advisors LLC601,233$28.7M10.43%+43,49913F-HRTimeline
Allegiance Financial Group Advisory Ser…581,099$27.7M4.8%+69,20013F-HRTimeline
Farther Finance Advisors, LLC579,720$27.7M0.22%+11,60413F-HRTimeline
Integrated Wealth Concepts LLC562,109$26.8M0.13%+277,62513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC549,062$26.2M2.07%+42,68013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…541,966$25.9M10.33%+49,21713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.538,926$25.7M6.01%+71,61213F-HRTimeline
Cornerstone Wealth Partners, LLC529,635$25.3M11.76%+73,00413F-HRTimeline
SC&H Financial Advisors, Inc.528,603$25.2M3.35%+44,41713F-HRTimeline
Factor Wealth Management LTD521,101$24.9M3.76%+159,96013F-HRTimeline
Wolfstich Capital, LLC511,749$24.4M18.87%+102,05613F-HRTimeline
Cambridge Investment Research Advisors,…510,500$24.4M0.05%+163,31413F-HR/ATimeline
Sterling Wealth Advisors Inc506,127$24.2M13.14%+6,11413F-HRTimeline
Allworth Financial LP498,269$23.8M0.1%-437,43813F-HRTimeline
Vestment Financial LLC492,736$23.5M10.53%+14,93013F-HRTimeline
Guardian Wealth Management, LLC489,267$23.4M6.55%+40,08013F-HRTimeline
AWM CAPITAL, LLC464,611$22.2M1.78%+68,65113F-HRTimeline
Three Arch Wealth Management LLC458,148$21.9M3.36%+81,92113F-HRTimeline
LPL Financial LLC454,790$21.7M<0.01%+115,93513F-HRTimeline
Pacific Asset Management, LLC448,747$21.4M10.52%+29,73113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding423,465$20.2M+112,793Timeline
Verisail Partners, LLC423,424$20.2M7.49%+17,09813F-HRTimeline
SageOak Financial, LLC418,286$20M13.05%+17,00313F-HRTimeline
AlphaStar Capital Management, LLC411,277$19.6M1.25%+24,19613F-HRTimeline
Onyx Financial Advisors, LLC408,896$19.5M7.03%+22,68613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.408,555$19.5M0.02%+76,06913F-HRTimelineGroup
Nova R Wealth, Inc.406,451$19.4M5.66%+17,23813F-HRTimeline
IMA Advisory Services, Inc.406,393$19.4M1.21%new13F-HRTimeline
Tillman Hartley LLC405,530$19.4M4.35%+38,76913F-HRTimeline
BCU Wealth Advisors, LLC404,463$19.3M6.41%+30,47113F-HRTimeline
Sterling Wealth Management, Inc.391,353$18.7M4.65%+14,65613F-HRTimeline
Pine Harbor Wealth Management, LLC389,887$18.6M4.99%+21,54413F-HRTimeline
Cornerstone Management, Inc.389,336$18.6M2.67%+46,02113F-HRTimeline
INTEGRITY ALLIANCE, LLC.386,994$18.5M0.58%-3,02313F-HRTimeline
Vestmark Advisory Solutions, Inc.386,011$18.4M0.17%013F-HRTimeline
Foundry Financial LLC365,502$17.5M5.89%+54,71613F-HRTimeline
BCO Wealth Management LLC357,978$17.1M9.32%-34813F-HRTimeline
DRAVO BAY LLC352,796$16.8M5.83%+49,76413F-HRTimeline
Integrity Advisory Solutions, LLC352,635$16.8M1.73%+45,87413F-HRTimeline
Brady Martz Wealth Solutions, LLC347,791$16.6M2.51%+6,61513F-HRTimeline
One Degree Advisors Inc346,273$16.5M3.69%+9,72713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…345,242$16.5M0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA343,272$16.4M<0.01%+16,81613F-HRTimelineGroup
Essential Planning, LLC.338,620$16.2M4.57%+75,07113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …338,127$16.1M0.8%+41,40013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC328,907$15.7M2.65%+9,31413F-HRTimeline
Kondo Wealth Advisors, Inc.327,035$15.6M5.22%+16,93213F-HRTimeline
Parkshore Wealth Management, Inc.321,133$15.3M4.4%+36,09613F-HRTimeline
Oceanside Advisors LLC313,001$14.9M7.54%+12,50713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC309,664$14.8M1.85%013F-HRTimeline
STEVENS CAPITAL PARTNERS305,400$14.6M2.77%+65,01513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC301,973$14.4M3.87%+5,36513F-HRTimeline
Johnson Wealth Management, LLC298,214$14.2M6.03%+28,13413F-HRTimeline
Shira Ridge Wealth Management296,404$14.2M4.94%+13,17413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC291,673$13.9M<0.01%+12,77713F-HRTimelineGroup
Disciplined Investments, LLC291,464$13.9M4.49%+39,45113F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding290,574$13.9M+22,688Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP287,212$13.7M0.02%+37,96813F-HRTimelineGroup
BEACON HILL WEALTH MANAGEMENT LTD.284,950$13.6M9.43%13F-HRTimeline
City State Bank284,141$13.6M3.11%+21,04913F-HRTimeline
Discipline Wealth Solutions, LLC280,039$13.4M1.17%+14,82913F-HRTimeline
Mills Wealth Advisors LLC277,521$13.3M4.17%+20,47313F-HRTimeline
Waverly Advisors, LLC276,647$13.2M0.08%+3,78213F-HRTimeline
Werba Rubin Papier Wealth Management276,507$13.2M1.6%+17,05313F-HRTimeline
Friday Financial274,581$13.1M3.51%+54,71013F-HRTimeline
Live Oak Private Wealth LLC261,804$12.5M1.56%+95,57513F-HRTimeline
Gradient Capital Advisors, LLC257,184$12.3M2.84%+23,48913F-HRTimeline
Selective Wealth Management, Inc.254,953$12.2M3.19%+22,71213F-HRTimeline
Bay Harbor Wealth Management, LLC250,724$12M2.76%+6,02313F-HRTimeline
Betterment LLC247,116$11.8M0.02%+16,80913F-HRTimeline
SAX WEALTH ADVISORS, LLC244,768$11.7M0.48%-29,55713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding247,076$11.7M+132,976Timeline
Concord Wealth Partnersin group Concord Wealth Partners242,586$11.6M1.33%+1,60913F-HRTimelineGroup
Fonville Wealth Management LLC242,300$11.6M1.89%+88,63613F-HRTimeline
Wilkerson Advisory Group LLC238,451$11.4M3.5%+13,18313F-HRTimeline
Passive Capital Management, LLC.232,508$11.1M3.49%-29,70913F-HRTimeline
von Borstel & Associates, Inc.230,715$11M2.26%-10813F-HRTimeline
Yardley Wealth Management LLC229,981$11M4.99%+21,54613F-HRTimeline
WorthPointe, LLC227,916$10.9M2.74%+10,09313F-HRTimeline
Steward Partners Investment Advisory, L…223,962$10.7M0.05%-25,58213F-HRTimeline
FAMILY WEALTH PARTNERS, LLC217,274$10.4M3.18%+8,88313F-HRTimeline
Chicago Partners Investment Group LLC205,637$9.7M0.19%+28,80313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC196,622$9.39M3.57%+7,14913F-HRTimeline
Heritage Investment Group, Inc.196,249$9.37M1.26%+14,90513F-HRTimeline
AA Financial Advisors, LLC196,207$9.37M1.13%+5,75413F-HRTimeline
HBE Wealth Management, LLC193,228$9.23M6.63%+8,57713F-HRTimeline
Peirce Capital Management, LLC192,512$9.19M3.37%-4,31713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,266$8.97M0.02%+13,90413F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …183,426$8.76M6.81%+11,62713F-HRTimeline
HARBOUR INVESTMENTS, INC.182,259$8.7M0.12%+12,78513F-HRTimeline
Meredith Wealth Planning180,461$8.62M2.03%+20,16913F-HRTimeline
Belleair Asset Management, LLC179,967$8.59M7.23%+8,07013F-HRTimeline
FMB WEALTH MANAGEMENT178,238$8.51M3.13%+18,86613F-HRTimeline
AssuredPartners Investment Advisors, LLC177,901$8.49M0.82%+3,74813F-HRTimeline
Cetera Investment Advisers176,070$8.41M0.01%-4,16013F-HRTimeline
Dynamic Advisor Solutions LLC174,168$8.32M0.24%+72613F-HRTimeline
Triumph Capital Management172,820$8.25M1.49%+8,69913F-HRTimeline
Arcadia Wealth Management, Inc.170,659$8.15M3.89%+8,37613F-HRTimeline
Pure Financial Advisors, LLC168,878$8.06M0.1%-2,08513F-HRTimeline
Vantage Point Financial LLC168,323$8.04M2.46%+10,42913F-HRTimeline
Kane Co Wealth Management, Inc.167,359$7.99M6.06%+31,01013F-HRTimeline
Squire Investment Management Company, L…164,537$7.86M1.89%+9,27213F-HRTimeline
HEFFERNAN ADVISORY, INC161,760$7.72M6.46%+11,19713F-HRTimeline
Aerodigm Wealth, LLC161,754$7.72M2.61%+12,23613F-HRTimeline
RCS Financial Planning, LLC160,545$7.67M3.63%-1,97013F-HRTimeline
CFS Investment Advisory Services, LLC158,867$7.59M0.51%+3,81013F-HRTimeline
Burk Holdings LLC158,862$7.59M2.8%+15,50513F-HRTimeline
Parker Financial LLC156,510$7.46M2.73%+7,75813F-HRTimeline
Coston, McIsaac & Partners155,449$7.42M1.49%+35,13213F-HRTimeline
Approach Retirement Advisors, LLC151,303$7.22M5.25%+14,89713F-HRTimeline
BDFS Capital LLC150,110$7.17M3.12%+30,80513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC145,907$6.97M3.77%-6,08013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…144,723$6.91M0.12%+19,97813F-HRTimelineGroup
Index Fund Advisors, Inc.144,597$6.9M0.27%+28,49413F-HRTimeline
Babb Wealth Advisors LLC140,830$6.72M3.24%+8,82613F-HRTimeline
Keystone Financial Group, Inc.139,823$6.68M3.5%-21,16413F-HRTimeline
BOS Asset Management, LLC139,525$6.66M1.55%+4,87913F-HRTimeline
New Dimensions Wealth Management, LLC138,659$6.62M5%+9,85013F-HRTimeline
Kooman & Associates131,485$6.28M1.69%+3,46213F-HRTimeline
White Wing Wealth Management131,430$6.28M3.27%+4,31713F-HRTimeline
Optimus Capital Advisors, LLC130,732$6.24M3.35%-14,17813F-HRTimeline
UBS Group AGgroup of 2 filers holding126,076$6.02M+6,704Timeline
SpringVest Wealth Management LLC125,853$6.01M3.78%+18,77113F-HRTimeline
Krilogy Financial LLC121,914$5.82M0.17%+105,28013F-HRTimeline
SwitchPoint Financial Planning, LLC119,350$5.7M3.29%+7,28613F-HRTimeline
Torren Management, LLC118,156$5.64M2.87%-156,49613F-HRTimeline
Invst, LLC117,299$5.6M0.55%+35,86713F-HRTimeline
BURNEY CO/117,090$5.59M0.15%-2,27113F-HRTimeline
Simplicity Wealth,LLC116,407$5.56M0.19%+8,14613F-HRTimeline
CLARIS ADVISORS, LLC / MO /115,891$5.53M1.44%+21,60413F-HRTimeline
Private Advisory Group LLC114,710$5.48M0.3%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC111,928$5.34M<0.01%+16,08513F-HRTimelineGroup
Orion Porfolio Solutions, LLC110,943$5.3M0.04%+3,37513F-HRTimeline
Aspirean Wealth, LLC110,227$5.26M4.89%+15,76213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP106,566$5.09M0.01%+57413F-HR/ATimelineGroup
Prism Planning Partners LLC106,528$5.09M5.38%+4,24113F-HRTimeline
Vermillion & White Wealth Management Gr…104,868$5.02M2.54%+1,72013F-HRTimeline
XY Planning Network, Inc.104,472$4.99M0.63%+99,26413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC104,325$4.98M<0.01%+11,67913F-HRTimelineGroup
Lakeridge Wealth Management LLC103,146$4.93M1.81%-9,06213F-HRTimeline
Tencap Wealth Coaching, LLC101,644$4.86M1.54%+33413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV101,612$4.85M0.01%-1,09913F-HR/ATimeline
CogentBlue Wealth Advisors, LLC100,741$4.81M2.76%+5,10013F-HRTimeline
Foundations Investment Advisors, LLC99,552$4.75M0.05%+8,65613F-HRTimeline
Savvy Advisors, Inc.96,593$4.61M0.1%-96113F-HRTimeline
Mustard Seed Financial, LLC95,457$4.56M2.37%+32,12013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS94,969$4.53M0.46%+85,62513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC94,492$4.51M0.05%+42,10413F-HRTimelineGroup
Chico Wealth RIA93,864$4.48M2.34%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS91,503$4.37M1.71%+8,45013F-HRTimeline
Outbound Financial Inc87,094$4.16M2.69%-6,72513F-HRTimeline
SJS Investment Consulting Inc.87,060$4.16M0.45%-368,24813F-HRTimeline
Shore Point Advisors, LLC87,024$4.16M1.42%-2,26213F-HRTimeline
Graves Light Lenhart Wealth, Inc.85,928$4.1M0.38%-1,20813F-HRTimeline
Porter White Investment Advisors, Inc.85,057$4.06M1.56%+1,64613F-HRTimeline
Penney Financial, LLC82,902$3.96M1.38%new13F-HRTimeline
Sowell Financial Services LLC81,308$3.88M0.13%+4,30713F-HRTimeline
RFG Advisory, LLC81,272$3.88M0.06%+5,25413F-HRTimeline
SeedSafe Financial LLC79,477$3.8M2.73%-4,55313F-HRTimeline