DIMENSIONAL SHORT DURATION (DFSD) Institutional Shareholders
DIMENSIONAL SHORT DURATION (DFSD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.73B in DFSD holdings during the latest filing period.
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 $344.41M, representing an estimated loss of -0.57% 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
436
Total Reported Value
$5.73B
Largest Holder
Focus Partners Wealth
Largest Position
$346.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
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 | $344,412,940 | -$1,958,548 | -0.57% | |
| Focus Partners Advisor Solutions, Llc | 2.57% | 6,339,321 | $302,703,035 | $300,990,961 | -$1,712,074 | -0.57% | |
| Apella Capital, Llc | 3.65% | 5,420,887 | $258,522,107 | $257,383,715 | -$1,138,392 | -0.44% | |
| Onedigital Investment Advisors Llc | 1.56% | 3,880,784 | $185,307,440 | $184,259,624 | -$1,047,816 | -0.57% | |
| Savant Capital, Llc | 0.51% | 3,654,844 | $174,518,787 | $173,531,993 | -$986,794 | -0.57% | |
| Root Financial Partners, Llc | 6.75% | 3,637,085 | $173,670,830 | $172,688,796 | -$982,034 | -0.57% | |
| Vise Technologies, Inc. | 1.89% | 3,490,783 | $166,684,909 | $165,742,377 | -$942,532 | -0.57% | |
| Beaird Harris Wealth Management, Llc | 9.57% | 3,199,436 | $152,773,074 | $151,909,221 | -$863,853 | -0.57% | |
| Planning Center, Inc. | 13.09% | 2,904,314 | $138,680,994 | $137,896,829 | -$784,165 | -0.57% | |
| Envestnet Asset Management Inc | 0.03% | 2,683,166 | $128,121,160 | $127,396,722 | -$724,438 | -0.57% | |
| Dinuzzo Private Wealth, Inc. | 9.83% | 2,080,578 | $99,347,612 | $98,785,843 | -$561,769 | -0.57% | |
| Hightower Advisors, Llc | 0.09% | 1,996,685 | $95,341,717 | $94,802,604 | -$539,113 | -0.57% | |
| Great Waters Wealth Management | 8.62% | 1,949,171 | $93,072,932 | $92,546,639 | -$526,293 | -0.57% | |
| Phillips Financial Management, Llc | 6.15% | 1,756,850 | $83,889,633 | $83,415,238 | -$474,395 | -0.57% | |
| Rachor Investment Advisory Services, Llc | 35.72% | 1,519,287 | $72,545,962 | $72,135,747 | -$410,215 | -0.57% | |
| Rather & Kittrell, Inc. | 9.54% | 1,429,896 | $68,277,559 | $67,891,462 | -$386,097 | -0.57% | |
| Diversified Portfolios, Inc. | 4.62% | 1,335,001 | $63,746,316 | $63,385,847 | -$360,469 | -0.57% | |
| Mcilrath & Eck, Llc | 4.60% | 1,297,305 | $62,114,944 | $61,596,041 | -$518,903 | -0.84% | |
| Assetmark, Inc | 0.11% | 1,284,088 | $61,315,202 | $60,968,498 | -$346,704 | -0.57% | |
| Market Street Wealth Management Advisors Llc | 8.64% | 1,271,511 | $60,714,674 | $60,371,342 | -$343,332 | -0.57% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,229,386 | $58,703,200 | $58,371,247 | -$331,953 | -0.57% | |
| Wpwealth Llp | 8.42% | 1,188,766 | $56,763,568 | $56,442,610 | -$320,958 | -0.57% | |
| Ruedi Wealth Management, Inc. | 12.82% | 1,144,966 | $54,672,128 | $54,362,986 | -$309,142 | -0.57% | |
| 55 North Private Wealth, Llc | 10.09% | 1,073,749 | $51,271,510 | $50,981,603 | -$289,907 | -0.57% | |
| Financial Plan, Inc. | 4.70% | 1,038,034 | $49,566,111 | $49,285,854 | -$280,257 | -0.57% | |
| Curio Wealth, Llc | 15.31% | 1,033,379 | $49,343,870 | $49,064,835 | -$279,035 | -0.57% | |
| Ram Investment Partners, Llc | 7.70% | 1,008,448 | $48,153,381 | $47,881,111 | -$272,270 | -0.57% | |
| Cpa Asset Management Group, Llc | 13.49% | 980,940 | $46,839,885 | $46,575,031 | -$264,854 | -0.57% | |
| Parkwoods Wealth Partners, Llc | 7.46% | 972,134 | $46,419,402 | $46,156,922 | -$262,480 | -0.57% | |
| Beacon Pointe Advisors, Llc | 0.23% | 917,818 | $43,945,111 | $43,577,999 | -$367,112 | -0.84% | |
| Altiora Financial Group, Llc | 6.60% | 876,910 | $41,872,466 | $41,635,687 | -$236,779 | -0.57% | |
| Bank Of America Corp | 0.00% | 847,823 | $40,483,548 | $40,254,636 | -$228,912 | -0.57% | |
| Signature Resources Capital Management, Llc | 15.30% | 812,642 | $38,803,652 | $38,584,242 | -$219,410 | -0.57% | |
| Wealthquest Corp | 2.42% | 804,122 | $38,396,826 | $38,179,713 | -$217,113 | -0.57% | |
| Elser Financial Planning, Inc | 1.65% | 798,092 | $38,108,909 | $37,893,408 | -$215,501 | -0.57% | |
| Eclectic Associates Inc | 4.33% | 795,671 | $37,993,378 | $37,778,459 | -$214,919 | -0.57% | |
| Maseco Llp | 1.04% | 772,357 | $36,872,331 | $36,671,510 | -$200,821 | -0.54% | |
| Wheelhouse Advisory Group Llc | 10.39% | 771,244 | $36,826,906 | $36,618,665 | -$208,241 | -0.57% | |
| Great Oak Capital Partners, Llc | 6.82% | 663,877 | $31,574,005 | $31,520,880 | -$53,125 | -0.17% | |
| Northwest Wealth Management, Llc | 4.03% | 640,173 | $30,568,266 | $30,395,414 | -$172,852 | -0.57% | |
| Mattern Wealth Management Llc | 4.74% | 604,523 | $28,865,977 | $28,702,752 | -$163,225 | -0.57% | |
| Valued Wealth Advisors Llc | 10.43% | 601,233 | $28,708,848 | $28,546,543 | -$162,305 | -0.57% | |
| Allegiance Financial Group Advisory Services Llc | 4.80% | 581,099 | $27,747,460 | $27,590,581 | -$156,879 | -0.57% | |
| Farther Finance Advisors, Llc | 0.22% | 579,720 | $27,681,645 | $27,525,106 | -$156,539 | -0.57% | |
| Integrated Wealth Concepts Llc | 0.13% | 562,109 | $26,840,806 | $26,688,935 | -$151,871 | -0.57% | |
| Jackson Thornton Wealth Management, Llc | 2.07% | 549,062 | $26,217,726 | $26,069,464 | -$148,262 | -0.57% | |
| Keyes, Stange & Wooten Wealth Management, Llc | 10.33% | 541,966 | $25,878,857 | $25,732,546 | -$146,311 | -0.57% | |
| Legacy Financial Group, Inc. | 6.01% | 538,926 | $25,733,698 | $25,588,206 | -$145,492 | -0.57% | |
| Johnson Wealth Management, Llc | 6.06% | 527,795 | $25,303,226 | $25,059,707 | -$243,519 | -0.96% | |
| Cornerstone Wealth Partners, Llc | 11.76% | 529,635 | $25,290,070 | $25,147,070 | -$143,000 | -0.57% |
Frequently asked questions about DFSD
Who owns the most DFSD stock?
The largest holders of DFSD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL SHORT DURATION (DFSD).
Is DFSD widely held by superinvestors?
Many widely followed stocks like DFSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFSD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.