Who Owns DFA S/T FIXED INCOME ETF (DFSD)? -- Institutional Holders (2026-06-30)

469 institutions reported holding $5.87B of DFA S/T FIXED INCOME ETF (DFSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($346.4M), Focus Partners Advisor Solutions, LLC ($302.7M), Apella Capital, LLC ($258.5M), OneDigital Investment Advisors LLC ($185.3M), Savant Capital, LLC ($174.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Focus Partners Wealth	$346.4M	7.3M	Added
2	Focus Partners Advisor Solutions, LLC	$302.7M	6.3M	Added
3	Apella Capital, LLC	$258.5M	5.4M	Added
4	OneDigital Investment Advisors LLC	$185.3M	3.9M	Added
5	Savant Capital, LLC	$174.5M	3.7M	Trimmed
6	Root Financial Partners, LLC	$173.7M	3.6M	Added
7	Vise Technologies, Inc.	$166.7M	3.5M	Added
8	Beaird Harris Wealth Management, LLC	$152.8M	3.2M	Added
9	Planning Center, Inc.	$138.7M	2.9M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$128.1M	2.7M	Added
11	DiNuzzo Private Wealth, Inc.	$99.3M	2.1M	Added
12	HighTower Advisors, LLC	$95.3M	2.0M	Added
13	Great Waters Wealth Management	$93.1M	1.9M	Added
14	PHILLIPS FINANCIAL MANAGEMENT, LLC	$83.9M	1.8M	Added
15	Rachor Investment Advisory Services, LLC	$72.5M	1.5M	Added
16	Rather & Kittrell, Inc.	$68.3M	1.4M	Added
17	Diversified Portfolios, Inc.	$63.7M	1.3M	Trimmed
18	ASSETMARK, INC	$61.3M	1.3M	Added
19	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$60.7M	1.3M	Added
20	COMMONWEALTH EQUITY SERVICES, LLC	$58.7M	1.2M	Added
21	WPWealth LLP	$56.8M	1.2M	Trimmed
22	Ruedi Wealth Management, Inc.	$54.7M	1.1M	Added
23	55 North Private Wealth, LLC	$51.3M	1.1M	Added
24	Beacon Pointe Advisors, LLC	$49.9M	1.0M	Added
25	Financial Plan, Inc.	$49.6M	1.0M	Added

Source: SEC Form 13F filings · as of 2026-06-30