Dimensional ETF Trust (DFSD): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of DFSD (all 13F filers)
- Focus Partners Wealth7.3 MWealth adviser+1.1 M
- Focus Partners Advisor Solutions6.3 MType not verified+1.2 M
- Apella Capital5.4 MType not verified+175 K
- OneDigital Investment Advisors3.9 MType not verified+181 K
- Savant Capital3.7 MWealth adviser−249 K
- Root Financial Partners3.6 MType not verified+646 K
- Vise Technologies3.5 MType not verified+1.2 M
- Beaird Harris Wealth Management3.2 MWealth adviser+90 K
- Planning Center2.9 MType not verified+96 K
- Envestnet Asset Management2.7 MWealth adviser+264 K
- Shares
- 7.3 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $346M
- Shares
- 6.3 M
- Change
- +1.2 M
See more
- Type
- Type not verified
- Value
- $303M
- Shares
- 5.4 M
- Change
- +175 K
See more
- Type
- Type not verified
- Value
- $259M
- Shares
- 3.9 M
- Change
- +181 K
See more
- Type
- Type not verified
- Value
- $185M
- Shares
- 3.7 M
- Change
- −249 K
See more
- Type
- Wealth adviser
- Value
- $175M
- Shares
- 3.6 M
- Change
- +646 K
See more
- Type
- Type not verified
- Value
- $174M
- Shares
- 3.5 M
- Change
- +1.2 M
See more
- Type
- Type not verified
- Value
- $167M
- Shares
- 3.2 M
- Change
- +90 K
See more
- Type
- Wealth adviser
- Value
- $153M
- Shares
- 2.9 M
- Change
- +96 K
See more
- Type
- Type not verified
- Value
- $139M
- Shares
- 2.7 M
- Change
- +264 K
See more
- Type
- Wealth adviser
- Value
- $128M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗