Dimensional Short-Duration Fixe (DFSD) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DFSD?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Dimensional Short-Duration Fixe, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DFSD?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Dimensional Short-Duration Fixe.

Is institutional money flowing into DFSD?

52 institutional investors hold Dimensional Short-Duration Fixe (DFSD). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DFSD?

Track institutional sentiment and conviction scores for Dimensional Short-Duration Fixe (DFSD) including Smart Money Verdict and position changes on HoldingsIntel.

Dimensional Short-Duration Fixe

DFSD·25434V864·US·etf·Unknown - Unknown

SHORT DURATION F

DFSD (Dimensional Short-Duration Fixe) is held by 52 institutional investors as of Q4 2025. Largest holders: Focus Partners Wealth ($261.1M), Savant Capital, LLC ($192.5M), OneDigital Investment Advisors LLC ($170.6M). Net institutional sentiment: Bullish.

Holders

Avg rating(6 Elite)

$1.2B

Total Value

76% (56)

Fund Consensus

41 buying - 13 selling

Smart Money VerdictView all

65Positive Momentum (Unconfirmed)Single Source

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See how DFSD's score breaks down across 4 SEC sources

Held by 52 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Focus Partners Wealth	Increased	5.4M(+16.2%)	$261.1M	0.3%	+5.33%	43
Savant Capital, LLC	Decreased	4M(-3.4%)	$192.5M	1.1%	+7.47%	0
OneDigital Investment Advisors LLC	Increased	3.6M(+9.9%)	$170.6M	1.7%	+8.92%	53
ENVESTNET ASSET MANAGEMENT INC	Increased	2.3M(+10.5%)	$108.6M	0.0%	+9.46%	33
HighTower Advisors, LLC	Increased	1.9M(+5.8%)	$90.5M	0.1%	+10.36%	32
ASSETMARK, INC	Decreased	1.2M(-2.0%)	$58.5M	0.1%	+15.46%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.1M(+0.9%)	$52.6M	0.1%	+13.63%	30
Beacon Pointe Advisors, LLC	Increased	853,016(+287.4%)	$40.9M	0.3%	+1.89%	56
BANK OF AMERICA CORP /DE/	Increased	575,861(+18.8%)	$27.6M	0.0%	+5.67%	34
ROYAL BANK OF CANADA	Increased	367,963(+6.1%)	$17.6M	0.0%	+5.48%	30
OSAIC HOLDINGS, INC.	Increased	364,026(+6.2%)	$17.5M	0.0%	+6.07%	30
LPL Financial LLC	Increased	355,761(+6.4%)	$17.1M	0.0%	+11.00%	30
Farther Finance Advisors, LLC	Increased	345,737(+35.5%)	$16.6M	0.2%	+5.21%	44
Waverly Advisors, LLC	Decreased	277,604(-0.8%)	$13.3M	0.1%	+17.02%	0
Integrated Wealth Concepts LLC	Increased	267,775(+10.0%)	$12.8M	0.2%	+8.48%	37
Allworth Financial LP	Increased	259,648(+10.2%)	$12.5M	0.1%	+8.39%	31
TRUIST FINANCIAL CORP	Increased	240,387(+75.8%)	$11.5M	0.0%	+6.81%	42
RAYMOND JAMES FINANCIAL INC	Increased	231,998(+275.4%)	$11.1M	0.0%	+1.67%	45
Steward Partners Investment Advisory, LLC	Increased	224,280(+5.1%)	$10.8M	0.1%	+8.28%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	199,544(+6.3%)	$9.6M	0.0%	+11.01%	29
Cetera Investment Advisers	Increased	167,314(+118.3%)	$8M	0.0%	+3.30%	44
Orion Porfolio Solutions, LLC	Increased	121,306(+4.9%)	$5.8M	0.0%	+8.75%	28
Corient Private Wealth LLC	Increased	108,983(+10.2%)	$5.2M	0.0%	+11.27%	30
Envestnet Portfolio Solutions, Inc.	Decreased	106,178(-1.7%)	$5.1M	0.0%	+10.31%	0
Private Advisor Group, LLC	Increased	100,777(+3.0%)	$4.8M	0.0%	+11.00%	28
MERCER GLOBAL ADVISORS INC /ADV	Decreased	98,161(-3.6%)	$4.7M	0.0%	+7.19%	0
Kestra Advisory Services, LLC	Increased	89,750(+40.1%)	$4.3M	0.0%	+6.64%	36
AQR CAPITAL MANAGEMENT LLC	Increased	83,399(+18.9%)	$4M	0.0%	+5.73%	31
CITIGROUP INC	Increased	71,128(+11.4%)	$3.4M	0.0%	+4.43%	30
MML INVESTORS SERVICES, LLC	Decreased	64,883(-6.8%)	$3.1M	0.0%	+9.60%	0
JANE STREET GROUP, LLC	New	52,351	$2.5M	0.0%	+0.71%	36
JONES FINANCIAL COMPANIES LLLP	Increased	40,788(+268.8%)	$2M	0.0%	+1.58%	42
Pathstone Holdings, LLC	Increased	35,703(+0.1%)	$1.7M	0.0%	+11.13%	26
Wealthspire Advisors, LLC	Increased	34,879(+0.9%)	$1.7M	0.0%	+5.50%	26
NORTHERN TRUST CORP	Unchanged	33,886	$1.6M	0.0%	+3.60%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	32,888(+245.5%)	$1.6M	0.0%	+2.20%	41
JPMORGAN CHASE & CO	Increased	26,288(+12.7%)	$1.3M	0.0%	+6.23%	29
WELLS FARGO & COMPANY/MN	Increased	24,797(+7.0%)	$1.2M	0.0%	+2.41%	27
Mariner, LLC	Decreased	20,195(-0.4%)	$968,350	0.0%	+3.60%	0
HB Wealth Management, LLC	Decreased	17,019(-1.2%)	$816,088	0.0%	+3.76%	0
AE Wealth Management LLC	Increased	7,989(+51.5%)	$383,073	0.0%	+4.07%	33
Creative Planning	New	6,916	$331,622	0.0%	+0.71%	33
MORGAN STANLEY	Increased	6,205(+42.0%)	$297,562	0.0%	+1.67%	21
EP Wealth Advisors, LLC	New	5,894	$282,624	0.0%	+0.71%	32
Pinnacle Financial Partners, Inc.	New	5,300	$254,135	0.0%	+0.71%	32
Merit Financial Group, LLC	Increased	4,891(+7.0%)	$234,527	0.0%	+6.54%	25
NewEdge Advisors, LLC	Increased	3,605(+0.7%)	$172,881	0.0%	+4.58%	23
COMERICA BANK	Increased	3,215(+10.8%)	$154,159	0.0%	+9.54%	25
Aptus Capital Advisors, LLC	Increased	2,300(+1.5%)	$110,285	0.0%	+6.86%	22
NATIONAL BANK OF CANADA /FI/	Unchanged	2,182	$104,561	0.0%	+2.64%	0
Rockefeller Capital Management L.P.	Decreased	750(-13.8%)	$35,963	0.0%	+2.03%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	690(+0.7%)	$33,071	0.0%	+3.75%	13
MAI Capital Management	Exited	0(-100.0%)	$420,265	0.0%	+1.31%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$8M	0.0%	+4.15%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$8M	0.0%	+7.77%	0
UBS Group AG	Exited	0(-100.0%)	$2,169	0.0%	+1.31%	0

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