Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V864SHORT DURATION FDFSDQ1 2026
Institutional Holders
421
13F filers
Shares Held
111.12M
Aggregate institutional
Institutional Value
$5.22B
Q1 2026
Net New Holders
+20
35 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions35
Increased266
Decreased81
Sold out15
Institutional Holders
421 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 6.12M | $293.13M | +676.4K | Added |
| 2 | Apella Capital, LLC | 5.25M | $252.93M | +736.6K | Added |
| 3 | Focus Partners Advisor Solutions, LLC | 5.13M | $245.46M | +3.98M | Added |
| 4 | Savant Capital, LLC | 3.90M | $186.92M | −111.1K | Reduced |
| 5 | Onedigital Investment Advisors LLC | 3.70M | $177.15M | +142.4K | Added |
| 6 | Beaird Harris Wealth Management, LLC | 3.11M | $148.89M | −95.1K | Reduced |
| 7 | Root Financial Partners, LLC | 2.99M | $143.22M | +506.6K | Added |
| 8 | Planning Center, Inc. | 2.81M | $134.46M | +114.3K | Added |
| 9 | Envestnet Asset Management Inc | 2.42M | $115.82M | +155.0K | Added |
| 10 | Vise Technologies, Inc. | 2.27M | $109.07M | 0 | Held |
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