DFSD

Dimensional - Short Duration Fixed Income ETF
$47.95-0.04 (-0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$2.6100021623919197e+249T

% of Float

Price History

$46.74$47.18$47.62$48.06$48.50Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth5,445,744$261.0M0.30%Share
2Apella Capital, LLC4,509,681$216.2M4.27%Share
3Savant Capital, LLC4,015,059$192.0M1.09%Share
4OneDigital Investment Advisors LLC3,557,393$170.0M1.67%Share
5Beaird Harris Wealth Management, LLC3,204,807$153.7M10.58%Share
6Planning Center, Inc.2,693,940$129.2M13.19%Share
7Root Financial Partners, LLC2,484,523$119.1M6.09%Share
8Vise Technologies, Inc.2,274,567$109.0M2.14%Share
9ENVESTNET ASSET MANAGEMENT INC2,263,961$108.0M0.03%Share
10DiNuzzo Private Wealth, Inc.2,043,634$98.0M10.66%Share
11HighTower Advisors, LLC1,887,749$90.0M0.10%Share
12PHILLIPS FINANCIAL MANAGEMENT, LLC1,766,837$84.7M5.46%Share
13Great Waters Wealth Management1,559,797$74.8M8.23%Share
14Rachor Investment Advisory Services, LLC1,407,423$67.5M35.80%Share
15Diversified Portfolios, Inc.1,236,613$59.3M4.94%Share
16Rather & Kittrell, Inc.1,231,675$59.1M9.51%Share
17MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1,220,654$58.5M9.10%Share
18ASSETMARK, INC1,220,485$58.5M0.12%Share
19WPWealth LLP1,171,113$56.2M8.79%Share
20McIlrath & Eck, LLC1,131,781$54.3M5.04%Share
21Focus Partners Advisor Solutions, LLC1,146,111$54.0M0.66%Share
22COMMONWEALTH EQUITY SERVICES, LLC1,097,179$52.0M0.07%Share
23Ruedi Wealth Management, Inc.1,042,845$50.0M13.10%Share
24Altiora Financial Group, LLC974,467$46.7M8.05%Share
25RAM Investment Partners, LLC952,008$45.6M8.25%Share
26CURIO WEALTH, LLC930,407$44.6M15.80%Share
2755 North Private Wealth, LLC865,677$41.5M10.94%Share
28Beacon Pointe Advisors, LLC853,016$40.0M0.28%Share
29Financial Plan, Inc.780,212$37.4M4.29%Share
30PARK AVENUE SECURITIES LLC775,052$37.2M0.31%Share
31Wealthquest Corp731,031$35.1M2.65%Share
32Signature Resources Capital Management, LLC681,517$32.7M16.52%Share
33MASECO LLP649,216$31.1M1.36%Share
34Mattern Wealth Management LLC595,313$28.5M5.49%Share
35GREAT OAK CAPITAL PARTNERS, LLC579,543$27.8M6.97%Share
36BANK OF AMERICA CORP /DE/573,509$27.0M0.00%Share
37Keyes, Stange & Wooten Wealth Management, LLC549,152$26.3M12.48%Share
38Valued Wealth Advisors LLC546,435$26.2M11.52%Share
39ECLECTIC ASSOCIATES INC /ADV544,186$26.1M4.07%Share
40Grunden Financial Advisory, Inc.514,517$24.7M9.64%Share
41Sterling Wealth Advisors Inc497,906$23.9M14.41%Share
42NORTHWEST WEALTH MANAGEMENT, LLC479,430$23.0M3.62%Share
43Allegiance Financial Group Advisory Services LLC462,898$22.2M4.67%Share
44Wheelhouse Advisory Group LLC461,742$22.2M8.43%Share
45Wolfstich Capital, LLC458,208$22.0M20.25%Share
46LEGACY FINANCIAL GROUP, INC.454,428$21.8M5.71%Share
47JACKSON THORNTON WEALTH MANAGEMENT, LLC448,351$21.5M2.04%Share
48SJS Investment Consulting Inc.441,690$21.2M2.68%Share
49Vestment Financial LLC436,774$21.0M10.87%Share
50SC&H Financial Advisors, Inc.425,472$20.4M3.16%Share