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DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

Filings received so far for Q3 2026: 19 13F filers report a position in DFSD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC5,830,255$272M3.45%+409,36813F-HRTimeline
Great Waters Wealth Management2,114,712$98.3M8.84%+165,54113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV873,006$40.6M4.53%+77,33513F-HRTimeline
Farther Finance Advisors, LLC624,004$29M0.21%+44,28413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…555,735$25.8M3.67%-715,77613F-HRTimeline
Factor Wealth Management LTD437,367$20.3M3.11%-83,73413F-HRTimeline
Shira Ridge Wealth Management321,666$14.9M5.2%+25,26213F-HRTimeline
Friday Financial318,461$14.8M2.93%+43,88013F-HRTimeline
BOS Asset Management, LLC142,824$6.64M1.55%+3,29913F-HRTimeline
CogentBlue Wealth Advisors, LLC109,766$5.1M4.74%+9,02513F-HRTimeline
Graves Light Lenhart Wealth, Inc.71,240$3.31M0.31%-14,68813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC68,711$3.19M0.63%+10,79113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC30,020$1.4M0.38%+1,38213F-HRTimeline
Williams & Novak Wealth Management, LLC18,756$872K0.52%+4,27513F-HRTimeline
Financial Symmetry Inc16,998$790K0.25%-1,92313F-HRTimeline
Nautilus Advisors LLC13,124$610K0.37%-1,06413F-HRTimeline
Venture Visionary Partners LLC6,657$309K0.01%013F-HRTimeline
Acropolis Investment Management, LLC6,315$293K0.01%new13F-HRTimeline
Ballew Advisors, Inc5,321$247K0.12%new13F-HRTimeline