Who Owns Dimensional ETF Trust Dimensional Short-Duration Fixed Income ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional ETF Trust Dimensional Short-Duration Fixed Income ETF.
Who crossed 5% of DFSD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCSHOR DUR FIX ETF5.8M shadded | $272M |
| Great Waters Wealth ManagementSHOR DUR FIX ETF2.1M shadded | $98.3M |
| ECLECTIC ASSOCIATES INC /ADVSHOR DUR FIX ETF873K shadded | $40.6M |
| Farther Finance Advisors, LLCETF624K shadded | $29M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCSHOR DUR FIX ETF555.7K shtrimmed | $25.8M |
| Factor Wealth Management LTDSHOR DUR FIX ETF437.4K shtrimmed | $20.3M |
| Shira Ridge Wealth ManagementSHOR DUR FIX ETF321.7K shadded | $14.9M |
| Friday FinancialSHOR DUR FIX ETF318.5K shadded | $14.8M |
| BOS Asset Management, LLCSHOR DUR FIX ETF142.8K shadded | $6.6M |
| CogentBlue Wealth Advisors, LLCSHOR DUR FIX ETF109.8K shadded | $5.1M |
| Graves Light Lenhart Wealth, Inc.SHOR DUR FIX ETF71.2K shtrimmed | $3.3M |
| BAKER TILLY WEALTH MANAGEMENT, LLCSHOR DUR FIX ETF68.7K shadded | $3.2M |
| CYPRESS FINANCIAL PLANNING LLCSHOR DUR FIX ETF30K shadded | $1.4M |
| Williams & Novak Wealth Management, LLCSHOR DUR FIX ETF18.8K shadded | $871.6K |
| Financial Symmetry IncCOM17K shtrimmed | $789.9K |
| Nautilus Advisors LLCSHOR DUR FIX ETF13.1K shtrimmed | $609.9K |
| Venture Visionary Partners LLCSHOR DUR FIX ETF6.7K shheld | $309.4K |
| Acropolis Investment Management, LLCSHOR DUR FIX ETF6.3K sh— | $293.5K |
| Ballew Advisors, IncSHOR DUR FIX ETF5.3K sh— | $247.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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