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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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC78,622$3.75M0.08%-37,05613F-HRTimelineGroup
Composition Wealth, LLC76,895$3.67M0.04%-47013F-HRTimeline
MB Generational Wealth, LLC75,093$3.59M1.76%+13,26413F-HRTimeline
Arkadios Wealth Advisors72,778$3.48M0.05%+18,76913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.72,307$3.45M0.05%+30913F-HRTimeline
Acorn Wealth Advisors, LLC71,979$3.44M0.84%+4,82913F-HRTimeline
TCP Asset Management, LLC71,241$3.4M0.39%+11,66113F-HRTimeline
Aspire Private Capital, LLC71,210$3.4M0.7%+18,09913F-HRTimeline
Kaufman Rossin Wealth, LLC69,394$3.31M1.57%+9,51313F-HRTimeline
MML INVESTORS SERVICES, LLC68,460$3.27M0.01%+18,38513F-HRTimeline
Creative Planningin group Creative Planning65,221$3.11M<0.01%-97613F-HRTimelineGroup
Powerhouse Assets LLC63,824$3.05M2.48%-4,42413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…63,021$3.01M0.1%-58,19413F-HRTimelineGroup
Keating Financial Advisory Services, In…61,074$2.92M0.38%+12,61513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC60,763$2.9M<0.01%+2,67213F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.59,382$2.84M0.69%-2,91213F-HRTimeline
SageView Advisory Group, LLC58,346$2.79M0.09%-3,90113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP58,074$2.78M<0.01%+6,24713F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC57,920$2.77M0.59%+16,89413F-HRTimeline
ProCore Advisors, LLC57,258$2.73M3.39%+61713F-HRTimeline
Wealth Advisors Northwest LLC56,922$2.72M0.93%+14,58813F-HRTimeline
Accurate Wealth Management, LLC56,883$2.71M0.26%+44,75113F-HRTimeline
TCI Wealth Advisors, Inc.52,867$2.52M0.11%+61513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV52,591$2.51M1.01%+18,91013F-HRTimeline
Wheels Up Wealth, Inc.52,183$2.49M2.11%+1,21813F-HRTimeline
Strategic Investment Solutions, Inc. /IL50,762$2.43M0.56%+11,31313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC50,745$2.42M0.88%+2,17013F-HRTimeline
Hippocratic Financial Advisors, LLC50,723$2.42M0.91%-33613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,257$2.4M<0.01%+16,87713F-HRTimelineGroup
Five Oceans Advisors49,395$2.36M0.76%-6,96013F-HRTimeline
American Investment Services, Inc.47,901$2.29M0.48%+9,03413F-HRTimeline
Narus Financial Partners, LLC47,509$2.27M0.58%+92213F-HRTimeline
Private Advisor Group, LLC47,371$2.26M0.01%-46,12313F-HRTimeline
IFP Advisors, Inc47,352$2.26M0.04%+59513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.46,962$2.24M0.72%13F-HRTimeline
Tassel Capital Management, Inc.46,483$2.22M1.04%-1,29913F-HRTimeline
Applied Capital LLC45,367$2.17M0.7%-1,09313F-HRTimeline
Foundation Wealth Management, LLC\PA45,153$2.16M0.65%013F-HRTimeline
Vigil Wealth Management, LLC43,815$2.09M1.49%+25813F-HRTimeline
Barry Investment Advisors, LLC42,134$2.01M0.42%-4,51613F-HRTimeline
Rockwood Wealth Management, LLC41,056$1.96M0.12%-4,27513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.39,971$1.91M1.35%+2,70813F-HRTimeline
Hartmann Taylor Wealth Management, LLC39,305$1.88M1.25%013F-HRTimeline
Pioneer Wealth Management Group38,936$1.86M0.45%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC38,194$1.82M0.88%+47713F-HRTimeline
Pillar Financial Advisors, LLC37,826$1.81M0.94%-9413F-HRTimeline
Wealthspire Advisors, LLC37,798$1.8M0.01%013F-HRTimeline
Straight Path Wealth Management37,638$1.8M0.42%+22,64613F-HRTimeline
Aegis Wealth Management LLC36,666$1.75M0.82%-88913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,064$1.67M<0.01%-1,37213F-HRTimelineGroup
Capstone Wealth Management, LLC34,966$1.67M0.77%+3,50313F-HRTimeline
JDH Wealth Management, LLC34,705$1.66M1.01%+5,91213F-HRTimeline
QUARRY HILL ADVISORS, LLC33,899$1.62M0.62%+2,30613F-HRTimeline
Modera Wealth Management, LLC33,872$1.62M0.02%+1,23113F-HRTimeline
Forza Wealth Management, LLC33,200$1.59M0.49%013F-HRTimeline
Arcadia Wealth Management, LLC33,020$1.58M0.49%-7,17013F-HRTimeline
BetterWealth, LLC32,981$1.57M0.28%+2,90713F-HRTimeline
KEB ASSET MANAGEMENT, LLC32,057$1.53M0.25%-7,57313F-HRTimeline
PFG Advisors31,623$1.51M0.08%+2,20113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC31,535$1.51M0.49%+78713F-HRTimeline
Abacus Wealth Partners, LLC31,216$1.49M0.16%+1,50113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC31,048$1.48M1.1%+5,04413F-HRTimeline
DecisionMap Wealth Management, LLC30,866$1.47M0.82%+1,65113F-HRTimeline
Triad Wealth Partners, LLC30,180$1.43M0.08%+3,61413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.29,899$1.43M0.44%+12613F-HRTimeline
E-Wealth Partners, LLC29,799$1.42M1.03%+3,16513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,795$1.42M0.01%+2,87013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,509$1.41M-3,966Timeline
Integrated Advisors Network LLC29,451$1.41M0.06%+14,23513F-HRTimeline
StrongBox Wealth, LLC29,375$1.4M0.4%new13F-HRTimeline
Samalin Investment Counsel, LLC29,351$1.4M0.45%+25313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC28,638$1.37M0.34%+17613F-HRTimeline
Merit Financial Group, LLC28,369$1.35M0.01%+1,60313F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP28,228$1.35M0.02%+9,30313F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV28,180$1.35M0.86%+2,93413F-HRTimeline
Smartleaf Asset Management LLC27,068$1.29M0.04%013F-HRTimeline
Geometric Wealth Advisors26,865$1.28M0.14%+60713F-HRTimeline
Strathmore Capital Advisors, Inc.26,138$1.24M0.33%+14,42713F-HRTimeline
Safeguard Investment Advisory Group, LLC25,023$1.19M0.28%+1,22813F-HRTimeline
Washington Trust Advisors, Inc.24,528$1.17M0.09%+17713F-HRTimeline
CSP Financial Group, LLC24,506$1.17M1%+1,04513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC23,760$1.13M0.65%+30513F-HRTimeline
PLANWISER FINANCIAL, LLC23,700$1.13M0.79%+1,41913F-HRTimeline
Geneos Wealth Management Inc.23,588$1.13M0.02%+5,00913F-HRTimeline
Solutions 4 Wealth, Ltd22,292$1.06M1.37%-6,80613F-HRTimeline
Mariner, LLCin group Mariner, LLC21,999$1.05M<0.01%-90713F-HRTimelineGroup
Two West Capital Advisors LLC22,012$1.05M0.52%-1,80913F-HRTimeline
HMV Wealth Advisors, LLC21,823$1.04M0.41%+5,38813F-HRTimeline
Quantinno Capital Management LP19,111$913K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC19,099$912K0.02%+3,58713F-HRTimeline
Leading Edge Financial Planning LLC19,073$911K0.16%+3,65613F-HRTimeline
Financial Symmetry Inc18,921$903K0.3%-1,99513F-HRTimeline
Blossom Wealth Management18,757$896K1.26%-46213F-HRTimeline
Canvas Wealth Advisors, LLC18,694$893K0.12%new13F-HRTimeline
USAdvisors Wealth Management, LLC18,302$873K0.25%-16813F-HRTimeline
Lutz Financial Services LLC18,253$872K0.05%-1,53513F-HRTimeline
NWAM LLC17,625$842K0.04%-3613F-HRTimeline
GeoWealth Management, LLC17,249$824K0.03%+25813F-HRTimeline
MGO ONE SEVEN LLC17,102$817K0.01%-60813F-HRTimeline
Timonier Family Office, LTD.16,774$801K0.23%13F-HRTimeline
Advyzon Investment Management, LLC16,748$800K0.06%+27413F-HRTimeline
HB Wealth Management, LLC16,410$784K<0.01%+4913F-HRTimeline
Ashton Thomas Private Wealth, LLC16,405$783K0.02%+37713F-HRTimeline
Ballast Rock Private Wealth LLC16,316$779K0.36%+29913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.16,278$777K0.31%+3,64913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,012$765K<0.01%+8,90913F-HRTimelineGroup
Stirlingshire Investments, Inc.16,001$764K0.57%+1,14113F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,985$763K0.06%+12513F-HRTimeline
Forthright Family Wealth Advisory LLC15,928$761K0.43%-1,48213F-HRTimeline
Prospera Financial Services Inc15,578$744K0.01%+3,74013F-HRTimeline
Navigoe, LLC15,501$740K0.39%+41613F-HRTimeline
Valmark Advisers, Inc.15,463$738K0.01%new13F-HRTimeline
Warburton Capital Management, LLC15,057$718K0.29%+38913F-HRTimeline
Donalies Financial Planning, LLC14,809$707K0.52%+26013F-HRTimeline
Rehmann Capital Advisory Group14,516$693K0.03%+93913F-HRTimeline
Williams & Novak, LLC14,481$691K0.46%+62613F-HRTimeline
CLG LLC14,315$684K0.15%-27913F-HRTimeline
Platform Wealth Management, LLC14,201$678K0.25%13F-HRTimeline
Nautilus Advisors LLC14,188$676K0.4%-1,60313F-HRTimeline
TAGStone Capital, Inc.12,800$611K0.19%-3,37613F-HRTimeline
Eaton-Cambridge Inc.12,800$611K0.17%+7613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC12,675$605K0.06%+81513F-HRTimeline
AE Wealth Management LLC12,092$577K<0.01%+3,38413F-HRTimeline
Stewardship Advisors, LLC11,866$567K0.12%+53313F-HRTimeline
Herold Advisors, Inc.11,548$551K0.11%new13F-HRTimeline
COGENT STRATEGIC WEALTH LLC11,378$543K0.52%-96413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…11,335$541K0.16%013F-HRTimeline
Vistica Wealth Advisors, LLC11,125$531K0.46%+78713F-HRTimeline
Glass Jacobson Investment Advisors llc10,987$525K0.16%+12013F-HRTimeline
McLean Asset Management Corp10,598$501K0.07%new13F-HRTimeline
Trailhead Planners LLC10,269$490K0.47%new13F-HRTimeline
HFG Wealth Management, LLC10,237$489K0.49%-5,23113F-HRTimeline
Core Wealth Management, Inc.9,930$474K0.13%-58313F-HRTimeline
Avise Financial Cooperative, Inc.9,522$455K0.32%new13F-HRTimeline
Facet Wealth, Inc.9,136$436K0.01%-84613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,013$430K0.01%-4513F-HRTimelineGroup
OMNI 360 Wealth, Inc.8,773$419K0.19%+11013F-HRTimeline
Lauterbach Financial Advisors, LLC8,706$416K0.18%+40413F-HRTimeline
Everest Financial Group LLC8,541$408K0.06%-1,35413F-HRTimeline
McCartney Wealth Management LLC8,341$398K0.3%+37413F-HRTimeline
Pinnacle Family Advisors, LLC8,237$393K0.16%-1,78413F-HRTimeline
Oath Planning, LLC7,986$381K0.28%-49613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC8,051$381K0.04%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,676$367K0.03%-33313F-HRTimeline
International Private Wealth Advisors L…7,554$361K0.19%+73213F-HRTimeline
Cogent Private Wealth, Inc.7,550$361K0.23%013F-HRTimeline
Austin Asset Management Co Inc7,510$359K0.05%-98013F-HRTimeline
Verus Financial Partners, Inc.7,392$353K0.03%+1713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV7,158$342K0.07%+1,00313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,127$340K0.02%new13F-HRTimelineGroup
Shearwater Capital LLC7,090$339K0.16%-1,40513F-HRTimeline
EP Wealth Advisors, LLC7,056$337K<0.01%+1,15913F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC6,874$328K0.27%new13F-HRTimeline
Hutchens & Kramer Investment Management…6,760$323K0.09%-3,09613F-HRTimeline
marrick wealth, LLC6,733$322K0.23%+42013F-HRTimeline
Vermillion Wealth Management, Inc.6,706$320K0.08%+6813F-HRTimeline
Venture Visionary Partners LLC6,657$318K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,611$316K0.02%+81513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC6,580$314K0.16%new13F-HRTimeline
World Investment Advisors6,507$311K0.01%013F-HRTimeline
Matisse Capital6,500$310K0.12%013F-HRTimeline
Reyes Financial Architecture, Inc.6,436$307K0.17%-3213F-HRTimeline
Plancorp, LLC6,416$305K0.01%+31613F-HRTimeline
Annandale Capital, LLC6,379$305K0.05%-1,46313F-HRTimeline
Vantus Wealth LLC6,274$300K0.16%13F-HRTimeline
Abel Hall, LLC6,169$295K0.05%-7213F-HRTimeline
KELLY FINANCIAL GROUP LLC5,976$285K0.06%-10713F-HRTimeline
JM2 Capital Inc.5,946$284K0.19%-11913F-HRTimeline
Mutual Advisors, LLC5,875$281K0.01%-7413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,812$278K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,742$274K<0.01%new13F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC5,640$269K0.09%+82913F-HRTimelineGroup
25 LLC5,632$269K0.07%+1,02513F-HRTimeline
LAM GROUP, INC.5,590$267K0.13%+513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,498$263K<0.01%-1,33513F-HRTimelineGroup
Security Financial Services, INC.5,456$261K0.04%-38113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,453$260K0.03%new13F-HRTimelineGroup
Capstone Wealth Management, Inc.5,370$256K0.19%+3313F-HRTimeline
Arax Advisory Partners5,301$253K<0.01%+28413F-HRTimeline
AdvisorNet Financial, Inc5,224$249K0.01%+60713F-HRTimeline
PINNEY & SCOFIELD, INC.5,184$248K0.12%+89113F-HRTimeline
Aspen Wealth Management LLC5,120$244K0.04%-3,03513F-HRTimeline
Investmark Advisory Group LLC5,098$243K0.09%+2813F-HRTimeline
BankChampaign, National Association5,059$242K0.19%013F-HRTimeline
Seaside Wealth Management, Inc.5,015$239K0.06%-2,64313F-HRTimeline
Sanchez Levi Garrett4,938$236K0.13%013F-HRTimeline
ATLas Financial Planning LLC4,850$232K0.19%013F-HRTimeline
FinDec Wealth Services, Inc.4,820$230K0.27%-1613F-HRTimeline
Forefront Wealth Partners, LLC4,579$219K0.07%new13F-HRTimeline
Midwest Trust Co4,525$216K<0.01%-13513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,403$210K<0.01%new13F-HRTimelineGroup
Investment Advisory Group, LLC4,365$208K0.05%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,334$207K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…4,266$204K0.02%-4,26613F-HRTimeline
NewEdge Advisors, LLC4,180$200K<0.01%+20813F-HRTimeline
CENTRAL TRUST Co4,070$194K<0.01%-23013F-HRTimeline
Millstone Evans Group, LLC3,910$187K0.1%-2313F-HRTimeline
Physician Wealth Advisors, Inc.3,595$172K0.02%+1,82113F-HRTimeline
ROGCO, LP3,468$166K0.05%013F-HRTimeline
Montgomery Financial Services LLC3,380$161K0.14%13F-HRTimeline