DFSD

Dimensional Short Duration

Latest period2026 - Q2Total superinvestors40

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 40 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
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 3.33%
3.66%
$258.522M
5.421M shares@ 47.7 avg price
Clint Dunn@Beaird Harris Wealth Management, Llc
Recent Activity
Increased 2.89%
9.57%
$152.773M
3.199M shares@ 47.76 avg price
Patrick J. DiNuzzo@Dinuzzo Private Wealth, Inc.
Recent Activity
Increased 1.94%
9.83%
$99.348M
2.081M shares@ 47.76 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Increased 9.27%
8.63%
$93.073M
1.949M shares@ 47.76 avg price
Jim Cullen@55 North Private Wealth, Llc
Recent Activity
Increased 22.12%
10.09%
$51.272M
1.074M shares@ 47.75 avg price
Hillary Knotts@Cpa Asset Management Group, Llc
Recent Activity
Increased 114.79%
13.49%
$46.84M
980,940 shares@ 47.75 avg price
Patricia Buchholtz@Eclectic Associates Inc Adv
Recent Activity
Increased 15.98%
4.33%
$37.993M
795,671 shares@ 47.76 avg price
ERIC VAN DER HEIDE@Northwest Wealth Management, Llc
Recent Activity
Increased 15.37%
4.04%
$30.568M
640,173 shares@ 47.76 avg price
Aryn Sands@Factor Wealth Management Ltd
Recent Activity
Increased 44.3%
3.77%
$24.883M
521,101 shares@ 47.75 avg price
Desaree Tatum@Client 1st Advisory Group, Llc
Recent Activity
Increased 1.81%
3.76%
$14.419M
301,973 shares@ 47.76 avg price

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