DIMENSIONAL SHORT DURATION DFSD
$47.75
+0.1% 52w: $46.89 – $47.81
Latest 13F among current holders filed 31 days ago (Oct 1, 2026)
Price — last 12 months
research preview data46.8947.3547.81
Oct 17, 2025 Jul 2, 2026
Institutional holders
431
+20 QoQ
13F value
$5.42B
+13.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFSD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 6.1M | $293.1M | 0.3% | +12.4% |
| Apella Capital, LLC | Wealth advisor | 5.2M | $252.9M | 3.8% | +16.3% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 5.1M | $245.5M | 2.5% | +347.3% |
| Savant Capital, LLC | Wealth advisor | 3.9M | $186.9M | 0.9% | -2.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 3.7M | $177.1M | 1.7% | +4.0% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 3.1M | $148.9M | 10.1% | -3.0% |
| Root Financial Partners, LLC | Wealth advisor | 3.0M | $143.2M | 6.6% | +20.4% |
| Planning Center, Inc. | Wealth advisor | 2.8M | $134.5M | 13.6% | +4.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.4M | $115.8M | 0.0% | +6.8% |
| Vise Technologies, Inc. | Wealth advisor | 2.3M | $109.1M | 2.1% | Held |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 2.0M | $97.7M | — | -0.1% |
| HighTower Advisors, LLC | Diversified mechanical | 2.0M | $94.3M | 0.1% | +4.3% |
| Great Waters Wealth Management | Wealth advisor | 1.8M | $85.4M | 9.0% | +14.4% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 1.7M | $82.1M | 6.0% | -3.0% |
| Wealthquest Corp | Wealth advisor | 1.5M | $72.0M | 2.6% | +105.5% |
| Rachor Investment Advisory Services, LLC | Wealth advisor | 1.5M | $69.6M | — | +3.2% |
| Diversified Portfolios, Inc. | Wealth advisor | 1.3M | $64.0M | 5.3% | +8.1% |
| Rather & Kittrell, Inc. | Wealth advisor | 1.3M | $63.8M | 9.8% | +8.1% |
| McIlrath & Eck, LLC | Wealth advisor | 1.3M | $62.1M | 4.6% | +14.6% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Wealth advisor | 1.2M | $59.6M | 9.4% | +2.0% |
| WPWealth LLP | Wealth advisor | 1.2M | $57.9M | 8.9% | +3.3% |
| ASSETMARK, INC | Wealth advisor | 1.2M | $57.0M | 0.1% | -2.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $56.6M | 0.1% | +7.8% |
| Ruedi Wealth Management, Inc. | Wealth advisor | 1.1M | $52.5M | 13.5% | +5.2% |
| RAM Investment Partners, LLC | Wealth advisor | 998.5K | $47.8M | 8.4% | +4.9% |
| CURIO WEALTH, LLC | Wealth advisor | 958.3K | $45.9M | 15.7% | +3.0% |
| Allworth Financial LP | Wealth advisor | 935.7K | $44.8M | 0.2% | +260.4% |
| Altiora Financial Group, LLC | Wealth advisor | 922.5K | $44.2M | 7.3% | -5.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 917.8K | $43.9M | 0.2% | +7.6% |
| Financial Plan, Inc. | Wealth advisor | 917.1K | $43.9M | — | +17.6% |
| 55 North Private Wealth, LLC | Wealth advisor | 879.3K | $42.1M | 10.8% | +1.6% |
| Woodward Financial Advisors, Inc. | — | 777.2K | $37.1M | — | +8.7% |
| Signature Resources Capital Management, LLC | Wealth advisor | 773.1K | $37.0M | 17.5% | +13.4% |
| Elser Financial Planning, Inc | Other | 772.7K | $37.0M | 1.8% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 769.7K | $36.9M | — | -0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 751.6K | $36.0M | 0.0% | +30.5% |
| MASECO LLP | Wealth advisor | 738.8K | $35.4M | 1.1% | +13.8% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 686.1K | $32.8M | 4.4% | +26.1% |
| Wheelhouse Advisory Group LLC | Wealth advisor | 617.5K | $29.6M | — | +33.7% |
| Mattern Wealth Management LLC | Wealth advisor | 603.4K | $28.9M | 5.6% | +1.4% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 595.7K | $28.6M | 6.7% | +2.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 568.1K | $27.2M | 0.3% | +64.3% |
| Valued Wealth Advisors LLC | Wealth advisor | 557.7K | $26.7M | 10.8% | +2.1% |
| NORTHWEST WEALTH MANAGEMENT, LLC | Wealth advisor | 554.9K | $26.6M | 4.0% | +15.7% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 511.9K | $24.5M | 4.9% | +10.6% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 506.4K | $24.3M | 2.2% | +6.8% |
| Sterling Wealth Advisors Inc | Wealth advisor | 500.0K | $24.1M | — | +0.4% |
| Keyes, Stange & Wooten Wealth Management, LLC | Wealth advisor | 492.7K | $23.6M | 10.5% | -10.3% |
| SC&H Financial Advisors, Inc. | Wealth advisor | 484.2K | $23.2M | 3.5% | +13.8% |
| Vestment Financial LLC | Wealth advisor | 477.8K | $23.0M | — | +9.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.