Who Owns DFSD?
Dimensional - Short Duration Fixed Income ETF — Institutional Ownership & 13F Holdings
$47.97
-0.04 (-0.07%)
Market Cap
$6.4B
Shares Outstanding
133,903,696
Institutional Holders
328
Total Inst. Value
$2.8B
% of Float Held
—
QoQ Holder Change
+219
Institutional data as of Q1 2025
New Positions
122
Closed Positions
24
Increased
140
Decreased
45
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $172.5M | 3,630,430 |
| 2 | Focus Partners Advisor Solutions, LLC | $165.5M | 3,483,685 |
| 3 | Savant Capital, LLC | $144.2M | 3,033,652 |
| 4 | Apella Capital, LLC | $127.8M | 2,694,401 |
| 5 | Beaird Harris Wealth Management, LLC | $125.2M | 2,635,580 |
| 6 | Planning Center, Inc. | $107.6M | 2,265,253 |
| 7 | DiNuzzo Private Wealth, Inc. | $92.7M | 1,951,467 |
| 8 | HighTower Advisors, LLC | $84.1M | 1,770,257 |
| 9 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $62.7M | 1,318,522 |
| 10 | Great Waters Wealth Management | $56.5M | 1,189,286 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Focus Partners Wealth | +291K | $172.5M |
| Focus Partners Advisor Solutions, LLC | +505K | $165.5M |
| Savant Capital, LLC | +725K | $144.2M |
| Apella Capital, LLC | +1.0M | $127.8M |
| Beaird Harris Wealth Management, LLC | +45K | $125.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CURIO WEALTH, LLC | -548K | $26.1M |
| RFG Advisory, LLC | -381K | $4.6M |
| Wolfstich Capital, LLC | -277K | $11.3M |
| FinDec Wealth Services, Inc. | -158K | $728K |
| ASSETMARK, INC | -40K | $61K |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold DFSD?
As of Q1 2025, 328 institutional investors report holding DFSD (Dimensional - Short Duration Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most DFSD?
The largest institutional holder of DFSD is Focus Partners Wealth with $172.5M in shares.
Are institutions buying or selling DFSD?
This quarter, 122 institutions opened new positions in DFSD and 24 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.