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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
Gunpowder Capital Management, LLC dba O…3,360$160K0.11%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,215$154K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,828$135K<0.01%-5,50713F-HRTimeline
Topsail Wealth Management, LLC2,693$129K0.02%+76413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,676$128K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,618$125K<0.01%+2,36013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,589$124K<0.01%+13013F-HRTimeline
Larson Financial Group LLC2,363$113K<0.01%-52313F-HRTimeline
Smallwood Wealth Investment Management,…2,000$95.5K0.04%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,973$94.2K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC1,668$79.6K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,360$64.9K<0.01%13F-HRTimeline
OAKWORTH CAPITAL, INC.1,308$62.5K<0.01%013F-HRTimeline
Kilter Group LLC1,250$59.7K0.02%+12013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,111$53K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,005$48K0.02%-7113F-HRTimeline
Parallel Advisors, LLC860$41.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…767$36.6K<0.01%+1713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC749$35.8K<0.01%+813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…718$34.3K<0.01%-113F-HRTimelineGroup
RHL GROUP, LLC648$31.1K0.03%+14613F-HRTimeline
MilWealth Group LLC581$27.7K0.01%013F-HRTimeline
DecisionPoint Financial, LLC485$23.1K<0.01%-86113F-HRTimeline
Orion Capital Management LLC415$19.8K0.01%013F-HRTimeline
Rialto Wealth Management, LLC315$15K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC307$14.7K0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC267$12.8K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.211$10.1K0.01%new13F-HRTimeline
Clean Yield Group203$9.69K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC162$7.73K<0.01%-3,02313F-HRTimelineGroup
Cornerstone Planning Group LLC156$7.37K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC135$6.45K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC129$6.14K<0.01%-1,57113F-HRTimeline
CX Institutional120$6K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD113$5.4K<0.01%013F-HRTimeline
Rossby Financial, LCC74$3.53K<0.01%-74313F-HRTimeline
IFG Advisory, LLC57$2.72K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2$96<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$63<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1$44<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$26<0.01%013F-HRTimeline