DFSD · Dimensional Short-Duration Fixed Income ETF ETF
$47.20
-0.02 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,853,099
Total Shares: 122,578
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
86.9%
+74.1 pts
Top 5
100.0%
+57.9 pts
Top 10
100.0%
+44.0 pts
HHI
7,729
Highly concentrated+7,244
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
2
Decreased
0
Sold Out
168
Unchanged
0
Holder count:
-168
Institutional value:
-99.7%
Shares held:
-99.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +8,909 | 16,012 | |
| Large Corient Private Wealth LLC | +574 | 106,566 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Focus Partners Wealth | 6,122,105 | $293,126,387 | |
| Mid Focus Partners Advisor Solutions, LLC | 5,126,922 | $245,477,025 | |
| Mid OneDigital Investment Advisors LLC | 3,699,843 | $177,148,482 | |
| Small Beaird Harris Wealth Management, LLC | 3,109,706 | $148,892,723 | |
| Large HighTower Advisors, LLC | 1,968,903 | $94,271,075 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFSD | $5,088,526 | 86.94% | 106,566 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC DFSD | $764,573 | 13.06% | 16,012 | Shares | 2026-09-02 |