Dimensional Short-Duration Fixed Income ETF (DFSD)

ETF ยท NYSE Arca

Dimensional Short-Duration Fixed Income ETF (DFSD) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 15, 2021.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
November 15, 2021

Institutional ownership

In 13F filings for the quarter ended September 30, 2026, 19 institutions reported holding DFSD, with 11.6 million shares worth $538.5 million in aggregate. The largest reported holder was Apella Capital, with 5.8 million shares worth $272.0 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Apella Capital5,830,255$272MAdded 7.55%
Great Waters Wealth Management2,114,712$98MAdded 8.49%
Eclectic Associates Inc /Adv873,006$41MAdded 9.72%
Farther Finance Advisors624,004$29MAdded 7.64%
Market Street Wealth Management Advisors555,735$26MReduced 56.29%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is DFSD?

Dimensional Short-Duration Fixed Income ETF (DFSD) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 15, 2021.

Who are the largest institutional holders of DFSD?

In 13F filings for the quarter ended September 30, 2026, the largest reported holders of DFSD were Apella Capital, Great Waters Wealth Management and Eclectic Associates Inc /Adv.

How many institutions own DFSD?

19 institutions reported a position in DFSD for the quarter ended September 30, 2026, worth $538.5 million in total.

Did institutions buy or sell DFSD last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for DFSD.

Every reported institutional holder, plus insider and congressional trades in DFSD, on SentiSense.