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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
Focus Partners Wealthgroup of 2 filers holding11,249,027$539M+4,657,172Timeline
Apella Capital, LLC5,246,327$253M3.75%+736,64613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,903,965$187M0.9%-111,09413F-HRTimelineGroup
OneDigital Investment Advisors LLC3,699,843$177M1.73%+142,45013F-HRTimeline
Beaird Harris Wealth Management, LLC3,109,706$149M10.12%-95,10113F-HRTimeline
Root Financial Partners, LLC2,991,136$143M6.62%+506,61313F-HRTimeline
Planning Center, Inc.2,808,255$134M13.62%+114,31513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,523,922$121M+153,783Timeline
Vise Technologies, Inc.2,274,567$109M2.14%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2,041,183$97.7M10.53%-2,45113F-HRTimeline
HighTower Advisors, LLC1,968,903$94.3M0.1%+81,15413F-HRTimeline
Great Waters Wealth Management1,783,924$85.4M9.04%+224,12713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,714,301$82.1M5.95%-52,53613F-HRTimeline
Rachor Investment Advisory Services, LLC1,452,715$69.6M36.55%+45,29213F-HRTimeline
Diversified Portfolios, Inc.1,336,422$64M5.26%+99,80913F-HRTimeline
Rather & Kittrell, Inc.1,332,011$63.8M9.84%+100,33613F-HRTimeline
McIlrath & Eck, LLC1,297,305$62.1M4.6%+165,52413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,245,625$59.6M9.4%+24,97113F-HRTimeline
WPWealth LLP1,209,899$57.9M8.85%+38,78613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,190,826$57M0.12%-29,65913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,182,831$56.6M0.08%+85,65213F-HRTimeline
Ruedi Wealth Management, Inc.1,097,303$52.5M13.53%+54,45813F-HRTimeline
RAM Investment Partners, LLC998,462$47.8M8.4%+46,45413F-HRTimeline
CURIO WEALTH, LLC958,276$45.9M15.68%+27,86913F-HRTimeline
Allworth Financial LP935,707$44.8M0.18%+676,05913F-HRTimeline
Altiora Financial Group, LLC922,515$44.2M7.28%-51,95213F-HRTimeline
Beacon Pointe Advisors, LLC917,818$43.9M0.23%+64,80213F-HRTimeline
Financial Plan, Inc.917,141$43.9M4.71%+136,92913F-HRTimeline
55 North Private Wealth, LLC879,329$42.1M10.78%+13,65213F-HRTimeline
Woodward Financial Advisors, Inc.777,153$37.1M14.29%+62,37513F-HRTimeline
Signature Resources Capital Management,…773,080$37M17.54%+91,56313F-HRTimeline
Elser Financial Planning, Inc772,713$37M1.8%new13F-HRTimeline
Wealthquest Corp771,485$36.9M2.62%+40,45413F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC769,712$36.9M0.29%-5,34013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/751,650$36M<0.01%+175,78913F-HRTimelineGroup
MASECO LLP738,839$35.4M1.11%+89,62313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV686,064$32.8M4.36%+141,87813F-HRTimeline
Wheelhouse Advisory Group LLC617,530$29.6M9.8%+155,78813F-HRTimeline
Mattern Wealth Management LLC603,374$28.9M5.63%+8,06113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC595,719$28.6M6.65%+16,17613F-HRTimeline
Farther Finance Advisors, LLC568,116$27.2M0.26%+222,37913F-HRTimeline
Valued Wealth Advisors LLC557,734$26.7M10.82%+11,29913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC554,913$26.6M3.99%+75,48313F-HRTimeline
Allegiance Financial Group Advisory Ser…511,899$24.5M4.88%+49,00113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC506,382$24.3M2.19%+32,08813F-HRTimeline
Sterling Wealth Advisors Inc500,013$24.1M13.75%+2,10713F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…492,749$23.6M10.53%-56,40313F-HRTimeline
SC&H Financial Advisors, Inc.484,186$23.2M3.5%+58,71413F-HRTimeline
Vestment Financial LLC477,806$23M10.85%+41,03213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.467,314$22.4M5.91%+12,88613F-HRTimeline
CPA Asset Management Group, LLC456,710$21.9M7.33%+173,62613F-HRTimeline
Cornerstone Wealth Partners, LLC456,631$21.9M12.4%+93,75313F-HRTimeline
SJS Investment Consulting Inc.455,308$21.8M2.66%+13,61813F-HRTimeline
Guardian Wealth Management, LLC449,187$21.5M6.52%+42,76113F-HRTimeline
Parkwoods Wealth Partners, LLC445,859$21.3M5.23%+207,39113F-HRTimeline
Pacific Asset Management, LLC419,016$20.1M11.2%+78,50613F-HRTimeline
Wolfstich Capital, LLC409,693$19.6M17.11%-48,51513F-HRTimeline
Verisail Partners, LLC406,326$19.5M7.89%+13,46213F-HRTimeline
SageOak Financial, LLC401,283$19.2M13.57%+4,06913F-HRTimeline
AWM CAPITAL, LLC395,960$19M1.72%+52,81113F-HRTimeline
INTEGRITY ALLIANCE, LLC.390,017$18.7M0.71%-7,41013F-HRTimeline
Nova R Wealth, Inc.389,213$18.6M5.95%+25,71813F-HRTimeline
AlphaStar Capital Management, LLC387,081$18.5M1.37%+27,38413F-HRTimeline
Onyx Financial Advisors, LLC386,210$18.5M7.68%+18,78113F-HRTimeline
Vestmark Advisory Solutions, Inc.386,011$18.5M0.2%+26,38413F-HRTimeline
Sterling Wealth Management, Inc.376,697$18M4.95%+39,02013F-HRTimeline
Three Arch Wealth Management LLC376,227$18M3.24%+21,28113F-HRTimeline
BCU Wealth Advisors, LLC373,992$17.9M6.68%+13,85613F-HRTimeline
Pine Harbor Wealth Management, LLC368,343$17.6M5.28%+48,74913F-HRTimeline
Tillman Hartley LLC366,761$17.6M4.41%-1,41713F-HRTimeline
Factor Wealth Management LTD361,141$17.3M3.25%+48,67613F-HRTimeline
BCO Wealth Management LLC358,326$17.2M10.31%+15,37913F-HRTimeline
Cambridge Investment Research Advisors,…347,186$16.6M0.04%+197,88413F-HRTimeline
Cornerstone Management, Inc.343,315$16.4M2.62%+91,62113F-HRTimeline
Brady Martz Wealth Solutions, LLC341,176$16.3M2.78%+18,26313F-HRTimeline
LPL Financial LLC338,855$16.2M<0.01%-16,90613F-HRTimeline
One Degree Advisors Inc336,546$16.1M4.23%+15,60613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.332,486$15.9M0.02%-31,54013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA326,456$15.6M<0.01%-41,50713F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC319,593$15.3M2.76%+13,98413F-HR/ATimeline
Foundry Financial LLC310,786$14.9M6.3%+123,05513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding310,672$14.9M+80,057Timeline
Kondo Wealth Advisors, Inc.310,103$14.8M5.59%+12,74013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC309,664$14.8M1.85%+14,68813F-HRTimeline
Integrity Advisory Solutions, LLC306,761$14.7M1.94%+71,92013F-HRTimeline
DRAVO BAY LLC303,032$14.5M5.89%+28,17113F-HRTimeline
Oceanside Advisors LLC300,494$14.4M8.21%+22,52313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …296,727$14.2M0.81%+12,84113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC296,608$14.2M4.32%+1,79913F-HRTimeline
Parkshore Wealth Management, Inc.285,037$13.6M4.56%+54,09213F-HRTimeline
Integrated Wealth Concepts LLC284,484$13.6M0.11%+16,70913F-HRTimeline
Shira Ridge Wealth Management283,230$13.6M5.37%+38,55613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC278,896$13.4M<0.01%+46,89813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC274,325$13.2M0.64%013F-HRTimeline
Torren Management, LLC274,652$13.2M6.55%+24,18213F-HRTimeline
Waverly Advisors, LLC272,865$13.1M0.1%-4,73913F-HRTimeline
Johnson Wealth Management, LLC270,080$12.9M6.24%+9,54213F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.267,886$12.8M0.51%+69213F-HRTimelineGroup
Discipline Wealth Solutions, LLC265,210$12.7M1.34%+42,25513F-HRTimeline
Essential Planning, LLC.263,549$12.6M4.01%+58,36113F-HRTimeline
City State Bank263,092$12.6M3.27%+67,40313F-HRTimeline
Passive Capital Management, LLC.262,217$12.6M3.75%+29,70913F-HRTimeline
Werba Rubin Papier Wealth Management259,454$12.4M1.73%+38,21113F-HRTimeline
Mills Wealth Advisors LLC257,048$12.3M4.3%+149,30913F-HRTimeline
Disciplined Investments, LLC252,013$12.1M4.33%+37,09413F-HRTimeline
Steward Partners Investment Advisory, L…249,544$11.9M0.06%+25,26413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP249,244$11.9M0.02%+8,85713F-HRTimelineGroup
Bay Harbor Wealth Management, LLC244,701$11.7M3.04%+35,77413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners240,977$11.5M1.5%+7,97913F-HRTimelineGroup
STEVENS CAPITAL PARTNERS240,385$11.5M2.77%new13F-HRTimeline
Gradient Capital Advisors, LLC233,695$11.2M2.9%+9,23713F-HRTimeline
Selective Wealth Management, Inc.232,241$11.1M3.29%+68,06313F-HRTimeline
von Borstel & Associates, Inc.230,823$11.1M2.53%+33,15113F-HRTimeline
Betterment LLC230,307$11M0.02%+11,82413F-HRTimeline
Wilkerson Advisory Group LLC225,268$10.8M3.71%new13F-HRTimeline
Friday Financial219,871$10.5M3.63%+19,89313F-HRTimeline
WorthPointe, LLC217,823$10.4M2.84%+49,45613F-HRTimeline
Yardley Wealth Management LLC208,435$9.98M5.11%+13,74313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC208,391$9.98M3.41%+26,43813F-HRTimeline
Peirce Capital Management, LLC196,829$9.42M3.69%+9,44413F-HRTimeline
AA Financial Advisors, LLC190,453$9.12M1.28%new13F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC189,473$9.07M3.91%+2,05913F-HRTimeline
HBE Wealth Management, LLC184,651$8.84M7.71%+53513F-HRTimeline
Heritage Investment Group, Inc.181,344$8.68M1.31%+5,19813F-HRTimeline
Cetera Investment Advisers180,230$8.63M0.01%+12,91613F-HRTimeline
Chicago Partners Investment Group LLC176,834$8.48M0.19%+9,50313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…174,362$8.36M0.02%-25,18213F-HRTimeline
AssuredPartners Investment Advisors, LLC174,153$8.34M0.91%+3,28813F-HRTimeline
Dynamic Advisor Solutions LLC173,442$8.3M0.26%+3,77313F-HRTimeline
Belleair Asset Management, LLC171,897$8.23M7.5%+17,87113F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …171,799$8.23M7.32%+24,68313F-HRTimeline
Pure Financial Advisors, LLC170,963$8.19M0.12%+9,37413F-HRTimeline
HARBOUR INVESTMENTS, INC.169,474$8.11M0.13%+45,41713F-HRTimeline
Live Oak Private Wealth LLC166,229$7.96M1.11%+52,51113F-HRTimeline
Triumph Capital Management164,121$7.86M1.6%+13,73613F-HRTimeline
RCS Financial Planning, LLC162,515$7.78M4.04%+3,41713F-HRTimeline
Arcadia Wealth Management, Inc.162,283$7.77M4.2%+23,83613F-HRTimeline
Keystone Financial Group, Inc.160,987$7.71M4.01%+42,71813F-HRTimeline
Meredith Wealth Planning160,292$7.67M2.08%+31,68113F-HRTimeline
FMB WEALTH MANAGEMENT159,372$7.63M3.16%+10,09813F-HRTimeline
Vantage Point Financial LLC157,894$7.56M2.65%+5,07013F-HRTimeline
CFS Investment Advisory Services, LLC155,057$7.48M0.51%+4,37113F-HRTimeline
Squire Investment Management Company, L…155,265$7.43M2.07%+20,13313F-HRTimeline
Fonville Wealth Management LLC153,664$7.36M1.4%+82,82313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC151,987$7.28M4.48%+6,01313F-HRTimeline
HEFFERNAN ADVISORY, INC150,563$7.21M6.69%+13,40713F-HRTimeline
Aerodigm Wealth, LLC149,518$7.16M2.69%+25,13213F-HRTimeline
Parker Financial LLC148,752$7.1M2.84%+10,12313F-HRTimeline
Optimus Capital Advisors, LLC144,910$6.94M4.1%-63,77813F-HRTimeline
Burk Holdings LLC143,357$6.86M2.94%+8,96513F-HRTimeline
Approach Retirement Advisors, LLC136,406$6.53M5.43%-3313F-HRTimeline
Kane Co Wealth Management, Inc.136,349$6.53M5.51%+30813F-HRTimeline
BOS Asset Management, LLC134,646$6.45M1.65%+52,74313F-HRTimeline
Babb Wealth Advisors LLC132,004$6.32M3.46%+7,12813F-HRTimeline
New Dimensions Wealth Management, LLC128,809$6.17M5.25%-2,39013F-HRTimeline
Kooman & Associates128,023$6.13M1.83%+3,89713F-HRTimeline
White Wing Wealth Management127,113$6.09M3.65%-8,84513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…124,745$5.97M0.12%+1,53813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…121,215$5.8M0.18%-51,74213F-HR/ATimelineGroup
Coston, McIsaac & Partners120,317$5.76M1.3%+26,55213F-HRTimeline
UBS Group AGgroup of 2 filers holding119,372$5.72MnewTimeline
BURNEY CO/119,361$5.71M0.18%-26,13313F-HRTimeline
BDFS Capital LLC119,305$5.71M2.75%+4,86213F-HRTimeline
Index Fund Advisors, Inc.116,103$5.56M0.25%+50,39013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC115,678$5.54M0.13%-2,00413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding114,100$5.46M+8,105Timeline
Lakeridge Wealth Management LLC112,208$5.37M2.31%-2,70413F-HRTimeline
SwitchPoint Financial Planning, LLC112,064$5.37M3.64%+23,57613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,762$5.21M0.01%+56,41113F-HRTimelineGroup
Simplicity Wealth,LLC108,261$5.18M0.29%+21,79813F-HRTimeline
Orion Porfolio Solutions, LLC107,568$5.15M0.04%-13,73813F-HRTimeline
SpringVest Wealth Management LLC107,082$5.13M3.5%+27,27913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP105,992$5.07M0.01%-2,99113F-HRTimelineGroup
Vermillion & White Wealth Management Gr…103,148$4.94M2.84%-33,22913F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV102,711$4.92M0.01%+4,55013F-HRTimeline
Prism Planning Partners LLC102,287$4.9M5.79%+9,82413F-HRTimeline
Tencap Wealth Coaching, LLC101,310$4.86M1.83%-23413F-HRTimeline
Savvy Advisors, Inc.97,554$4.67M0.13%+65,09313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC95,843$4.59M<0.01%+24,71513F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC95,641$4.58M3.08%+4,77913F-HRTimeline
Aspirean Wealth, LLC94,465$4.52M4.91%+6,32313F-HRTimeline
CLARIS ADVISORS, LLC / MO /94,287$4.51M1.35%+8,22213F-HRTimeline
Chico Wealth RIA93,864$4.49M2.75%013F-HRTimeline
Outbound Financial Inc93,819$4.49M3.37%+1,09513F-HRTimeline
Private Advisor Group, LLC93,494$4.48M0.02%-7,28313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC92,646$4.44M<0.01%+9,24713F-HRTimelineGroup
Foundations Investment Advisors, LLC90,896$4.35M0.05%-6,98713F-HRTimeline
Shore Point Advisors, LLC89,286$4.28M1.69%+71813F-HRTimeline
Graves Light Lenhart Wealth, Inc.87,136$4.17M0.43%+51113F-HRTimeline
SeedSafe Financial LLC84,030$4.02M3.31%-1913F-HRTimeline
49 WEALTH MANAGEMENT, LLC83,571$4M0.3%+5,11513F-HRTimeline
Porter White Investment Advisors, Inc.83,411$3.99M1.6%+5,08913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS83,053$3.98M1.87%+19,65213F-HRTimeline
Invst, LLC81,432$3.9M0.44%+14,84913F-HRTimeline
Composition Wealth, LLC77,365$3.7M0.05%-36,76413F-HRTimeline
Sowell Financial Services LLC77,001$3.69M0.14%+5,32313F-HRTimeline
RFG Advisory, LLC76,018$3.64M0.07%+35313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…71,998$3.45M0.06%-2713F-HRTimelineGroup
Powerhouse Assets LLC68,248$3.27M2.84%+5,95313F-HRTimeline
Acorn Wealth Advisors, LLC67,150$3.22M0.94%+2,00013F-HRTimeline