DFSD

Dimensional Short Duration

Latest period2026 - Q1Total superinvestors425

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 425 superinvestors own shares of Dimensional Short Duration (DFSD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Dimensional Short Duration (DFSD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Dimensional Short Duration (DFSD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Dimensional Short Duration (DFSD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Increased 12.42%
0.33%
$293.126M
6.122M shares@ 47.89 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 16.34%
3.76%
$252.925M
5.246M shares@ 48.21 avg price
Jeffery Yorg@Focus Partners Advisor Solutions, Llc
Recent Activity
Increased 347.34%
2.48%
$245.462M
5.127M shares@ 47.88 avg price
Margaret M. Baer@Savant Capital, Llc
Recent Activity
Decreased -2.76%
0.91%
$186.922M
3.904M shares@ 47.88 avg price
Jessica Schubel@Onedigital Investment Advisors Llc
Recent Activity
Increased 4.01%
1.74%
$177.148M
3.7M shares@ 47.88 avg price
Clint Dunn@Beaird Harris Wealth Management, Llc
Recent Activity
Decreased -2.96%
10.12%
$148.893M
3.11M shares@ 47.89 avg price
Alexandra Stickelman@Root Financial Partners, Llc
Recent Activity
Increased 20.4%
6.63%
$143.216M
2.991M shares@ 47.88 avg price
Brett Lee@Planning Center, Inc.
Recent Activity
Increased 4.25%
13.63%
$134.459M
2.808M shares@ 47.88 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 6.85%
0.04%
$115.82M
2.419M shares@ 47.89 avg price
Dimple Anderson@Vise Technologies, Inc.
Recent Activity
2.15%
$109.065M
2.275M shares@ 47.95 avg price

1-10 of 425