Explore more topics
Public ownership evidence

Dimensional Short-Duration Fixed Income ETF (DFSD) Ownership Disclosures

Read DFSD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-28106,566$5,088,538None
Forefront Wealth Partners, LLC2026-06-302026-08-214,579$218,647None
Rehmann Capital Advisory Group2026-06-302026-08-2114,516$693,139None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-20104,868$5,024,259None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20101,612$4,851,966None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,045,893$49,941,384None
Orion Capital Management LLC2026-06-302026-08-19415$19,816None
E-Wealth Partners, LLC2026-06-302026-08-1829,799$1,422,907None
Sanchez Levi Garrett2026-06-302026-08-184,938$235,808None
SwitchPoint Financial Planning, LLC2026-06-302026-08-18119,350$5,698,959None
Corient Private Wealth LP2026-06-302026-08-18106,566$5,088,538None
Pure Financial Advisors, LLC2026-06-302026-08-18168,878$8,063,922None
Equitable Holdings, Inc.2026-06-302026-08-184,403$210,229None
Wellington Grp LLC2026-06-302026-08-15427$20,445None
Financial Plan, Inc.2026-06-302026-08-151,038,034$49,566,111None
Vantage Point Financial LLC2026-06-302026-08-15168,323$8,037,429None
Mutual Advisors, LLC2026-06-302026-08-155,875$280,517None
Advyzon Investment Management, LLC2026-06-302026-08-15189$9,025None
Advyzon Investment Management, LLC2026-06-302026-08-1516,559$790,706None
Woodward Financial Advisors, Inc.2026-06-302026-08-15857,876$40,963,585None
Babb Wealth Advisors LLC2026-06-302026-08-15140,830$6,724,625None
Invst, LLC2026-06-302026-08-15117,299$5,601,027None
Foundations Investment Advisors, LLC2026-06-302026-08-1599,552$4,753,593None
IFG Advisory, LLC2026-06-302026-08-1557$2,722None
OSAIC HOLDINGS, INC.2026-06-302026-08-15236,029$11,270,390None
OSAIC HOLDINGS, INC.2026-06-302026-08-15172,526$8,238,954None
Betterment LLC2026-06-302026-08-15247,116$11,800,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-15110,943$5,297,526None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15345,242$16,485,306None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,005$47,991None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1527$1,295None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15613$29,273None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15112$5,348None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1544$2,101None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,051None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15938$44,742None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15436$20,771None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15141$6,733None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15151$7,210None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15138$6,542None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15518$24,687None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15321$15,328None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$143None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$4,775None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15531$25,355None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15128$6,112None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15324$15,471None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15756$36,051None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1512$573None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15404$19,291None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Forefront Wealth Partners, LLC ↗Rehmann Capital Advisory Group ↗Vermillion & White Wealth Management Group, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗E-Wealth Partners, LLC ↗Sanchez Levi Garrett ↗SwitchPoint Financial Planning, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.