DIMENSIONAL SHORT DURATION (DFSD) Institutional Ownership and Insiders Activity
DIMENSIONAL SHORT DURATION (DFSD) is widely held by institutional investors, with 436 firms reporting positions valued at approximately $5.71B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is the largest disclosed holder, reporting approximately $346.37M in DFSD holdings in its latest filing.
Institutional Holders
436
Total Reported Value
$5.71B
Largest Holder
Focus Partners Wealth
Largest Position
$346.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
32
Top Institutional Owners
View allInvestorReported Balance
- Focus Partners Wealth$346.37M
- Focus Partners Advisor Solutions, Llc$302.70M
- Apella Capital, Llc$258.52M
- Onedigital Investment Advisors Llc$185.31M
- Savant Capital, Llc$174.52M
DFSD News
All news- Switchpoint Financial Planning LLC Portfolio Shifts in Q2 2026
Aug 23, 2026 · valut.ai
- Disciplined Investments LLC Portfolio Activity Analysis: Q2 2026 Changes
Aug 10, 2026 · valut.ai
- One Degree Advisors Inc Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Aug 6, 2026 · valut.ai
- Essential Planning LLC Investment Activity Analysis: Q2 2026 Portfolio Shifts
Aug 6, 2026 · valut.ai
- Phillips Financial Management LLC Investment Activity in Q2 2026
Aug 5, 2026 · valut.ai
- Oceanside Advisors Llc Increases Portfolio Holdings in Q2 2026
Jul 29, 2026 · valut.ai
- Keyes Wealth Management: Dimensional ETF Buys & New Stock Additions in Q2 2026
Jul 22, 2026 · valut.ai
- Market Street Wealth Management Advisors Llc Activity Analysis: Q2 2026 Portfolio Changes
Jul 21, 2026 · valut.ai