DFSD Institutional Ownership & Shareholders
DIMENSIONAL SHORT DURATION (DFSD) is currently held by 440 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.58B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFSD tracked by InsiderSet, reporting ownership valued at approximately $346.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $339.99M, representing an estimated loss of -1.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed DFSD value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Focus Partners Advisor Solutions, Llc, Apella Capital, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL SHORT DURATION (DFSD).
This page ranks the largest institutional DFSD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
440
Total Reported Value
$5.58B
Largest Holder
Focus Partners Wealth
Largest Position
$346.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.35% | 7,253,853 | $346,371,488 | $339,988,090 | -$6,383,398 | -1.84% | |
| Focus Partners Advisor Solutions, Llc | 2.57% | 6,339,321 | $302,703,035 | $297,123,975 | -$5,579,060 | -1.84% | |
| Apella Capital, Llc | 3.45% | 5,830,255 | $271,981,373 | $273,264,052 | +$1,282,679 | +0.47% | |
| Onedigital Investment Advisors Llc | 1.56% | 3,880,784 | $185,307,440 | $181,892,346 | -$3,415,094 | -1.84% | |
| Savant Capital, Llc | 0.51% | 3,654,844 | $174,518,787 | $171,302,538 | -$3,216,249 | -1.84% | |
| Vise Technologies, Inc. | 1.41% | 3,658,642 | $170,024,393 | $171,480,551 | +$1,456,158 | +0.86% | |
| Beaird Harris Wealth Management, Llc | 9.57% | 3,199,436 | $152,773,074 | $149,957,565 | -$2,815,509 | -1.84% | |
| Planning Center, Inc. | 13.09% | 2,904,314 | $138,680,994 | $136,125,197 | -$2,555,797 | -1.84% | |
| Envestnet Asset Management Inc | 0.03% | 2,683,166 | $128,121,160 | $125,759,990 | -$2,361,170 | -1.84% | |
| Dinuzzo Private Wealth, Inc. | 9.81% | 2,124,507 | $98,730,087 | $99,575,643 | +$845,556 | +0.86% | |
| Great Waters Wealth Management | 8.84% | 2,114,712 | $98,274,879 | $99,116,551 | +$841,672 | +0.86% | |
| Phillips Financial Management, Llc | 7.17% | 2,015,032 | $93,642,569 | $94,444,550 | +$801,981 | +0.86% | |
| Rachor Investment Advisory Services, Llc | 35.61% | 1,582,725 | $73,552,386 | $74,182,321 | +$629,935 | +0.86% | |
| Rather & Kittrell, Inc. | 9.54% | 1,429,896 | $68,277,559 | $67,019,226 | -$1,258,333 | -1.84% | |
| Diversified Portfolios, Inc. | 4.62% | 1,335,001 | $63,746,316 | $62,571,497 | -$1,174,819 | -1.84% | |
| Mcilrath & Eck, Llc | 4.60% | 1,297,305 | $62,114,944 | $60,804,685 | -$1,310,259 | -2.11% | |
| Wpwealth Llp | 8.42% | 1,188,766 | $56,763,568 | $55,717,462 | -$1,046,106 | -1.84% | |
| Cpa Asset Management Group, Llc | 15.79% | 1,213,275 | $56,383,316 | $56,866,199 | +$482,883 | +0.86% | |
| Ruedi Wealth Management, Inc. | 12.82% | 1,144,966 | $54,672,128 | $53,664,556 | -$1,007,572 | -1.84% | |
| Foster Group, Inc. | 1.40% | 1,111,336 | $51,645,998 | $52,088,318 | +$442,320 | +0.86% | |
| 55 North Private Wealth, Llc | 9.54% | 1,093,159 | $50,801,272 | $51,236,362 | +$435,090 | +0.86% | |
| Beacon Pointe Advisors, Llc | 0.23% | 1,045,893 | $49,941,384 | $49,021,005 | -$920,379 | -1.84% | |
| Assetmark, Inc | 0.08% | 1,069,553 | $49,704,289 | $50,129,949 | +$425,660 | +0.86% | |
| Financial Plan, Inc. | 4.70% | 1,038,034 | $49,566,111 | $48,652,654 | -$913,457 | -1.84% | |
| Curio Wealth, Llc | 15.31% | 1,033,379 | $49,343,870 | $48,434,474 | -$909,396 | -1.84% | |
| Parkwoods Wealth Partners, Llc | 7.46% | 972,134 | $46,419,402 | $45,563,921 | -$855,481 | -1.84% | |
| Ram Investment Partners, Llc | 7.04% | 954,903 | $44,376,269 | $44,756,304 | +$380,035 | +0.86% | |
| Altiora Financial Group, Llc | 6.60% | 876,910 | $41,872,466 | $41,100,772 | -$771,694 | -1.84% | |
| Signature Resources Capital Management, Llc | 17.22% | 875,216 | $40,673,035 | $41,021,374 | +$348,339 | +0.86% | |
| Eclectic Associates Inc | 4.53% | 873,006 | $40,570,294 | $40,917,791 | +$347,497 | +0.86% | |
| Bank Of America Corp | 0.00% | 847,823 | $40,483,548 | $39,737,464 | -$746,084 | -1.84% | |
| Wheelhouse Advisory Group Llc | 10.63% | 864,767 | $40,187,434 | $40,531,629 | +$344,195 | +0.86% | |
| Maseco Llp | 1.07% | 838,377 | $38,963,561 | $39,294,730 | +$331,169 | +0.85% | |
| Wealthquest Corp | 2.42% | 804,122 | $38,396,826 | $37,689,198 | -$707,628 | -1.84% | |
| Elser Financial Planning, Inc | 1.67% | 818,735 | $38,048,234 | $38,374,109 | +$325,875 | +0.86% | |
| Cornerstone Wealth Partners, Llc | 12.89% | 698,387 | $32,455,438 | $32,733,399 | +$277,961 | +0.86% | |
| Northwest Wealth Management, Llc | 4.09% | 684,423 | $31,806,495 | $32,078,906 | +$272,411 | +0.86% | |
| Great Oak Capital Partners, Llc | 6.82% | 663,877 | $31,574,005 | $31,115,915 | -$458,090 | -1.45% | |
| Parkshore Wealth Management, Inc. | 7.43% | 629,274 | $29,243,644 | $29,494,072 | +$250,428 | +0.86% | |
| Farther Finance Advisors, Llc | 0.21% | 624,004 | $28,998,737 | $29,247,067 | +$248,330 | +0.86% | |
| Mattern Wealth Management Llc | 4.74% | 604,523 | $28,865,977 | $28,333,993 | -$531,984 | -1.84% | |
| Legacy Financial Group, Inc. | 6.48% | 618,169 | $28,727,550 | $28,973,581 | +$246,031 | +0.86% | |
| Valued Wealth Advisors Llc | 10.43% | 601,233 | $28,708,848 | $28,179,791 | -$529,057 | -1.84% | |
| Allegiance Financial Group Advisory Services Llc | 4.62% | 612,611 | $28,469,261 | $28,713,078 | +$243,817 | +0.86% | |
| Guardian Wealth Management, Llc | 7.67% | 583,477 | $27,115,349 | $27,347,567 | +$232,218 | +0.86% | |
| Jackson Thornton Wealth Management, Llc | 2.07% | 549,062 | $26,217,726 | $25,734,536 | -$483,190 | -1.84% | |
| Sc&H Financial Advisors, Inc. | 3.63% | 563,845 | $26,202,982 | $26,427,415 | +$224,433 | +0.86% | |
| Keyes, Stange & Wooten Wealth Management, Llc | 10.33% | 541,966 | $25,878,857 | $25,401,946 | -$476,911 | -1.84% | |
| Market Street Wealth Management Advisors Llc | 3.67% | 555,735 | $25,826,128 | $26,047,299 | +$221,171 | +0.86% | |
| Commonwealth Equity Services, Llc | 0.03% | 544,606 | $25,308,920 | $25,525,683 | +$216,763 | +0.86% |
Frequently asked questions about DFSD
Who are the largest institutional holders of DFSD?
The largest institutional holders of DFSD reported in the latest SEC Form 13F filings include Focus Partners Wealth, Focus Partners Advisor Solutions, Llc, Apella Capital, Llc, Onedigital Investment Advisors Llc, and Savant Capital, Llc. InsiderSet ranks institutional holders by their latest reported DFSD position.
What is DFSD institutional ownership?
This page tracks DFSD positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL SHORT DURATION (DFSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFSD?
InsiderSet currently tracks 440 institutional managers reporting DFSD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFSD shareholders.
How much DFSD stock do institutions own?
Institutional investment managers disclosed approximately $5.58B in DFSD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFSD institutional ownership last updated?
The latest DFSD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFSD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFSD position after the reporting date.
Are institutions buying or selling DFSD?
Institutional buying and selling can be analyzed by comparing DFSD positions across consecutive 13F reporting periods. InsiderSet's DFSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFSD ownership changes.
How has DFSD institutional ownership changed over time?
InsiderSet tracks DFSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.