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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

425 managers (431 13F filers) reported a position in DFSD shares at 2026-03-31, 112,398,733 shares in all. 34 filers opened a position and 14 filers sold out during the quarter.

Managers
425
13F filers
431
New
34
Added
273
Reduced
85
Sold out
14
Shares held by filers
112,398,733

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Creative Planningin group Creative Planning66,197$3.17M<0.01%+59,28113F-HRTimelineGroup
Mustard Seed Financial, LLC63,337$3.03M1.82%+20,51613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.62,294$2.98M0.84%-63,24413F-HRTimeline
SageView Advisory Group, LLC62,247$2.98M0.11%-3,12513F-HRTimeline
MB Generational Wealth, LLC61,829$2.96M1.64%+8,97513F-HRTimeline
Broadhurst Jeffrey B60,932$2.92M2.99%+1,43513F-HRTimeline
Kaufman Rossin Wealth, LLC59,881$2.87M1.64%+15,76813F-HRTimeline
TCP Asset Management, LLC59,580$2.85M0.37%+7,44013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,091$2.78M<0.01%new13F-HRTimelineGroup
ProCore Advisors, LLC56,641$2.71M4.16%-10,37913F-HRTimeline
Five Oceans Advisors56,355$2.7M0.98%-17513F-HRTimeline
Arkadios Wealth Advisors54,009$2.59M0.04%new13F-HRTimeline
Aspire Private Capital, LLC53,111$2.54M0.57%-4,61113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,388$2.51M0.04%-313F-HRTimelineGroup
TCI Wealth Advisors, Inc.52,252$2.5M0.13%-2,09113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,827$2.47M<0.01%+11,03913F-HRTimelineGroup
Hippocratic Financial Advisors, LLC51,059$2.44M1.07%-8,04013F-HRTimeline
Wheels Up Wealth, Inc.50,965$2.44M2.29%-49413F-HRTimeline
MML INVESTORS SERVICES, LLC50,075$2.4M0.01%-14,80813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC48,575$2.33M0.93%+1,15813F-HRTimeline
Keating Financial Advisory Services, In…48,459$2.32M0.37%+11,62213F-HRTimeline
Tassel Capital Management, Inc.47,782$2.29M1.24%new13F-HRTimeline
IFP Advisors, Inc46,757$2.24M0.05%+1,36113F-HRTimeline
Barry Investment Advisors, LLC46,650$2.23M0.49%-2,23213F-HRTimeline
Narus Financial Partners, LLC46,587$2.23M0.58%-20813F-HRTimeline
Applied Capital LLC46,460$2.22M0.83%+23,91613F-HRTimeline
Rockwood Wealth Management, LLC45,331$2.17M0.16%-72213F-HRTimeline
Foundation Wealth Management, LLC\PA45,153$2.16M0.76%-7,59013F-HRTimeline
Vigil Wealth Management, LLC43,557$2.09M1.69%+4,21913F-HRTimeline
Wealth Advisors Northwest LLC42,334$2.03M0.85%+1,19513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC41,026$1.96M0.48%+19,04813F-HRTimeline
Arcadia Wealth Management, LLC40,190$1.92M0.7%-4,80213F-HRTimeline
KEB ASSET MANAGEMENT, LLC39,630$1.9M0.36%+95213F-HRTimeline
Strategic Investment Solutions, Inc. /IL39,449$1.89M0.46%+44813F-HRTimeline
Hartmann Taylor Wealth Management, LLC39,305$1.88M1.24%-2,57013F-HRTimeline
American Investment Services, Inc.38,867$1.86M0.42%+2,93013F-HRTimeline
Pillar Financial Advisors, LLC37,920$1.82M1.06%-32813F-HRTimeline
Wealthspire Advisors, LLC37,798$1.81M0.01%+2,91913F-HRTimeline
SUTTON PLACE INVESTORS LLC37,717$1.81M0.99%-3,55313F-HRTimeline
Aegis Wealth Management LLC37,555$1.8M1.03%+2,87013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.37,263$1.78M1.43%-13213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,436$1.74M0.01%+73313F-HRTimelineGroup
Linscomb Wealth, Inc.33,970$1.63M0.07%new13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV33,681$1.61M0.75%+3,31313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding33,475$1.6M+4,184Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,380$1.59M<0.01%+7,09213F-HR/ATimelineGroup
Forza Wealth Management, LLC33,200$1.59M0.55%+8,90013F-HRTimeline
Modera Wealth Management, LLC32,641$1.56M0.02%013F-HRTimeline
QUARRY HILL ADVISORS, LLC31,593$1.52M0.63%+2,70513F-HRTimeline
Capstone Wealth Management, LLC31,463$1.51M1.05%+5,17613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC30,748$1.47M0.54%+1,59513F-HRTimeline
BetterWealth, LLC30,074$1.44M0.28%+12213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.29,773$1.43M0.48%+86513F-HRTimeline
Abacus Wealth Partners, LLC29,715$1.42M0.13%+55013F-HRTimeline
PFG Advisors29,422$1.41M0.07%+2,51813F-HRTimeline
DecisionMap Wealth Management, LLC29,215$1.4M0.91%+1,71913F-HRTimeline
Solutions 4 Wealth, Ltd29,098$1.39M2.1%-1,06013F-HRTimeline
Samalin Investment Counsel, LLC29,098$1.39M0.49%+42913F-HRTimeline
JDH Wealth Management, LLC28,793$1.38M0.93%+4,79813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC28,462$1.36M0.38%+1,29913F-HRTimeline
Smartleaf Asset Management LLC27,068$1.29M0.05%+1,50013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,925$1.29M0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC26,766$1.28M0.01%+21,87513F-HRTimeline
E-Wealth Partners, LLC26,634$1.28M1.03%+1,28913F-HRTimeline
Triad Wealth Partners, LLC26,566$1.27M0.1%+14,61113F-HRTimeline
Geometric Wealth Advisors26,258$1.26M0.16%+68113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC26,004$1.25M0.98%+3,11013F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV25,246$1.21M0.88%-38913F-HRTimeline
Washington Trust Advisors, Inc.24,351$1.17M0.09%+4,06213F-HRTimeline
Safeguard Investment Advisory Group, LLC23,795$1.14M0.31%-3,19813F-HRTimeline
Two West Capital Advisors LLC23,821$1.14M0.6%+9,51313F-HRTimeline
CSP Financial Group, LLC23,461$1.12M1.15%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC23,455$1.12M0.71%+7,05913F-HRTimeline
Mariner, LLCin group Mariner, LLC22,906$1.1M<0.01%+2,71113F-HRTimelineGroup
PLANWISER FINANCIAL, LLC22,281$1.07M0.78%new13F-HRTimeline
Financial Symmetry Inc20,916$1M0.36%+7,71613F-HRTimeline
Lutz Financial Services LLC19,788$947K0.06%-1,73113F-HRTimeline
Blossom Wealth Management19,219$920K1.37%+71513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,925$906K0.02%+4,33113F-HRTimeline
Geneos Wealth Management Inc.18,579$890K0.02%+75213F-HRTimeline
USAdvisors Wealth Management, LLC18,470$881K0.29%+17013F-HRTimeline
MGO ONE SEVEN LLC17,710$848K0.02%-2,04813F-HRTimeline
NWAM LLC17,661$846K0.05%+97813F-HRTimeline
Forthright Family Wealth Advisory LLC17,410$819K0.55%+1,48213F-HRTimeline
GeoWealth Management, LLC16,991$813K0.03%+3,26313F-HRTimeline
Krilogy Financial LLC16,634$800K0.03%+1,40013F-HRTimeline
Advyzon Investment Management, LLC16,474$789K0.07%+3,32113F-HRTimeline
HMV Wealth Advisors, LLC16,435$787K0.37%+1,49513F-HRTimeline
HB Wealth Management, LLC16,361$783K0.01%-65813F-HRTimeline
TAGStone Capital, Inc.16,176$774K0.27%-11013F-HRTimeline
Ashton Thomas Private Wealth, LLC16,028$767K0.02%+1,24313F-HRTimeline
Ballast Rock Private Wealth LLC16,017$767K0.42%-21213F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,860$759K0.06%+3513F-HRTimeline
Nautilus Advisors LLC15,791$756K0.52%-94413F-HRTimeline
IHT Wealth Management, LLC15,512$743K0.02%new13F-HRTimeline
HFG Wealth Management, LLC15,468$741K0.41%+75513F-HRTimeline
Leading Edge Financial Planning LLC15,417$738K0.16%+1,17513F-HRTimeline
Integrated Advisors Network LLC15,216$729K0.04%+7,87513F-HRTimeline
Navigoe, LLC15,085$722K0.43%013F-HRTimeline
Straight Path Wealth Management14,992$718K0.19%+1,59813F-HRTimeline
Stirlingshire Investments, Inc.14,860$711K0.62%+2,65413F-HRTimeline
Warburton Capital Management, LLC14,668$704K0.34%+3,78713F-HRTimeline
CLG LLC14,594$699K0.17%013F-HRTimeline
Donalies Financial Planning, LLC14,549$697K0.59%-3413F-HRTimeline
Williams & Novak Wealth Management, LLC13,855$663K0.5%-2,79313F-HRTimeline
Rehmann Capital Advisory Group13,577$650K0.03%-1,25713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,763$611K0.01%+7,40213F-HR/ATimeline
Eaton-Cambridge Inc.12,724$609K0.19%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.12,629$605K0.27%+11213F-HRTimeline
Worth Asset Management, LLC12,578$602K0.22%new13F-HRTimeline
COGENT STRATEGIC WEALTH LLC12,342$591K0.61%+1,49113F-HRTimeline
Accurate Wealth Management, LLC12,132$582K0.07%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,860$568K0.07%+86413F-HRTimeline
Prospera Financial Services Inc11,838$567K0.01%new13F-HRTimeline
Strathmore Capital Advisors, Inc.11,711$562K0.16%+5,36913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…11,335$543K0.18%+35313F-HRTimeline
Stewardship Advisors, LLC11,333$543K0.12%+42313F-HRTimeline
Glass Jacobson Investment Advisors llc10,867$520K0.18%+2813F-HRTimeline
Core Wealth Management, Inc.10,513$503K0.15%-213F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA10,360$496K<0.01%13F-HRTimelineGroup
Vistica Wealth Advisors, LLC10,338$495K0.49%-6213F-HRTimeline
Pinnacle Family Advisors, LLC10,021$480K0.23%-4,33813F-HRTimeline
Facet Wealth, Inc.9,982$478K0.01%new13F-HRTimeline
Everest Financial Group LLC9,895$474K0.08%new13F-HRTimeline
Hutchens & Kramer Investment Management…9,856$472K0.15%-18113F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding9,622$461K+5,153Timeline
FIDUCIARY FINANCIAL ADVISORS9,344$447K0.4%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,058$434K0.01%-1,92813F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,844$423K0.04%-21,08513F-HRTimelineGroup
AE Wealth Management LLC8,708$417K<0.01%+71913F-HRTimeline
OMNI 360 Wealth, Inc.8,663$415K0.21%+38213F-HRTimeline
Patriot Financial Group Insurance Agenc…8,532$409K0.02%+4,23313F-HRTimeline
Shearwater Capital LLC8,495$407K0.21%+113F-HRTimeline
Austin Asset Management Co Inc8,490$407K0.07%013F-HRTimeline
Oath Planning, LLC8,482$406K0.36%-22213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,335$399K<0.01%-24,55313F-HRTimeline
Lauterbach Financial Advisors, LLC8,302$398K0.19%+61513F-HRTimeline
Aspen Wealth Management LLC8,155$390K0.08%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,009$383K0.04%-1,11113F-HRTimeline
McCartney Wealth Management LLC7,967$381K0.32%-87113F-HRTimeline
Annandale Capital, LLC7,842$375K0.06%013F-HRTimeline
Seaside Wealth Management, Inc.7,658$367K0.1%-82313F-HRTimeline
Cogent Private Wealth, Inc.7,550$361K0.26%013F-HRTimeline
Verus Financial Partners, Inc.7,375$355K0.03%+513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,103$340K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,833$327K<0.01%+62813F-HRTimelineGroup
International Private Wealth Advisors L…6,822$327K0.2%new13F-HRTimeline
Vermillion Wealth Management, Inc.6,638$318K0.13%+52813F-HRTimeline
World Investment Advisors6,507$312K0.01%-313F-HRTimeline
Matisse Capital6,500$311K0.13%013F-HRTimeline
Reyes Financial Architecture, Inc.6,468$310K0.25%new13F-HRTimeline
Claris Financial LLC6,442$308K0.17%+55613F-HRTimeline
marrick wealth, LLC6,313$302K0.25%-2,33113F-HRTimeline
Abel Hall, LLC6,241$299K0.06%+2813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV6,155$295K0.06%+85413F-HRTimeline
Plancorp, LLC6,100$293K0.01%+1113F-HRTimeline
KELLY FINANCIAL GROUP LLC6,083$291K0.07%+96313F-HRTimeline
JM2 Capital Inc.6,065$290K0.24%+9513F-HRTimeline
CWM, LLCin group CWM, LLC6,031$289K<0.01%-5,53113F-HRTimelineGroup
Mutual Advisors, LLC5,949$285K0.01%+66413F-HRTimeline
EP Wealth Advisors, LLC5,897$282K<0.01%+313F-HRTimeline
TRUST POINT INC.5,879$281K0.02%new13F-HRTimeline
Security Financial Services, INC.5,837$279K0.04%+61513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,796$278K0.02%-20013F-HRTimeline
Stillwater Private Wealth, LLC5,803$277K0.23%13F-HRTimeline
LAM GROUP, INC.5,585$267K0.15%+1013F-HRTimeline
Capstone Wealth Management, Inc.5,337$256K0.22%+913F-HRTimeline
XY Planning Network, Inc.5,208$249K0.04%-69,74313F-HRTimeline
Investmark Advisory Group LLC5,070$243K0.1%+713F-HRTimeline
BankChampaign, National Association5,059$242K0.24%+5,03913F-HRTimeline
Arax Advisory Partners5,017$240K0.01%+6213F-HRTimeline
rebel Financial LLC4,950$237K0.1%+8113F-HRTimeline
Sanchez Levi Garrett4,938$236K0.15%13F-HRTimeline
ATLas Financial Planning LLC4,850$232K0.21%013F-HRTimeline
FinDec Wealth Services, Inc.4,836$232K0.28%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,669$224K<0.01%new13F-HRTimelineGroup
Midwest Trust Co4,660$223K<0.01%+16213F-HRTimeline
Concorde Asset Management, LLC4,631$222K0.11%-34713F-HRTimeline
AdvisorNet Financial, Inc4,617$221K0.01%+31713F-HRTimeline
25 LLC4,607$221K0.07%+32013F-HRTimeline
Investment Advisory Group, LLC4,365$209K0.05%013F-HRTimeline
CENTRAL TRUST Co4,300$206K<0.01%+55013F-HRTimeline
PINNEY & SCOFIELD, INC.4,293$206K0.11%+42713F-HRTimeline
Citrine Capital LLC4,229$202K0.09%new13F-HRTimeline
NewEdge Advisors, LLC3,972$190K<0.01%+36713F-HR/ATimeline
Millstone Evans Group, LLC3,933$188K0.11%+4313F-HRTimeline
ROGCO, LP3,468$166K0.06%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,360$161K0.12%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,215$154K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC3,185$152K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC2,886$138K<0.01%-44313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,676$128K<0.01%+49413F-HRTimelineGroup
Aptus Capital Advisors, LLC2,459$118K<0.01%+15913F-HRTimeline
Smallwood Wealth Investment Management,…2,000$95.8K0.05%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,973$94.5K0.05%013F-HRTimeline
Topsail Wealth Management, LLC1,929$92.4K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,774$84.9K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,700$81.4K0.02%+513F-HRTimeline
VSM Wealth Advisory, LLC1,668$79.9K0.02%+62613F-HRTimeline
DecisionPoint Financial, LLC1,346$64.4K0.01%+86013F-HRTimeline