DFSD · Insider trading · 13F holders · Congress trades
Dimensional Short-Duration Fixed Income (DFSD)
Who is buying and selling DFSD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 240
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSD at a glance
- No open-market insider purchases or sales of DFSD were filed in the last 90 days.
- 240 13F filers hold DFSD among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Rachor Investment Advisory Services, LLC (35.6%), Signature Resources Capital Management, LLC (17.2%) and Woodward Financial Advisors, Inc. (17.1%). In their latest 13Fs, 4 managers opened a new position and 108 added to one.
- No member of Congress has disclosed a trade in DFSD.
DFSD insider trading
No open-market insider purchases or sales of DFSD were filed in the last 90 days.
Who owns DFSD? Hedge funds and superinvestors
240 13F filers hold DFSD among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Rachor Investment Advisory Services, LLC (35.6%), Signature Resources Capital Management, LLC (17.2%) and Woodward Financial Advisors, Inc. (17.1%). In their latest 13Fs, 4 managers opened a new position and 108 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Focus Partners Advisor Solutions, LLCInvestment manager | 2.6% | $302.7M | 6,339,321 | +23.6% shares | Q2 2026 |
| Apella Capital, LLCWealth manager | 3.5% | $272.0M | 5,830,255 | +7.6% shares | Q3 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 1.6% | $185.3M | 3,880,784 | +4.9% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.5% | $174.5M | 3,654,844 | -6.4% shares | Q2 2026 |
| Root Financial Partners, LLCWealth manager | 5.9% | $173.9M | 3,742,392 | +2.9% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 1.4% | $170.0M | 3,658,642 | +4.8% shares | Q3 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 9.6% | $152.8M | 3,199,436 | +2.9% shares | Q2 2026 |
| Planning Center, Inc.Wealth manager | 13.1% | $138.7M | 2,904,314 | +3.4% shares | Q2 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 9.8% | $98.7M | 2,124,507 | +2.1% shares | Q3 2026 |
| Great Waters Wealth ManagementWealth manager | 8.8% | $98.3M | 2,114,712 | +8.5% shares | Q3 2026 |
| Phillips Financial Management, LLCWealth manager | 7.2% | $93.6M | 2,015,032 | +14.7% shares | Q3 2026 |
| Rachor Investment Advisory Services, LLCWealth manager | 35.6% | $73.6M | 1,582,725 | +4.2% shares | Q3 2026 |
| Rather & Kittrell, Inc.Wealth manager | 9.5% | $68.3M | 1,429,896 | +7.3% shares | Q2 2026 |
| Diversified Portfolios, Inc.Wealth manager | 4.6% | $63.7M | 1,335,001 | -0.1% shares | Q2 2026 |
| McIlrath & Eck, LLCWealth manager | 4.6% | $62.1M | 1,297,305 | +14.6% shares | Q1 2026 |
| WPWealth LLPWealth manager | 8.4% | $56.8M | 1,188,766 | -1.7% shares | Q2 2026 |
| CPA Asset Management Group, LLCWealth manager | 15.8% | $56.4M | 1,213,275 | +23.7% shares | Q3 2026 |
| Ruedi Wealth Management, Inc.Wealth manager | 12.8% | $54.7M | 1,144,966 | +4.3% shares | Q2 2026 |
| Foster Group, Inc.Wealth manager | 1.4% | $51.6M | 1,111,336 | — | Q3 2026 |
| 55 North Private Wealth, LLCWealth manager | 9.5% | $50.8M | 1,093,159 | +1.8% shares | Q3 2026 |
| Financial Plan, Inc.Wealth manager | 4.7% | $49.6M | 1,038,034 | +13.2% shares | Q2 2026 |
| Curio Wealth, LLCWealth manager | 15.3% | $49.3M | 1,033,379 | +7.8% shares | Q2 2026 |
| Parkwoods Wealth Partners, LLCWealth manager | 7.5% | $46.4M | 972,134 | +118.0% shares | Q2 2026 |
| RAM Investment Partners, LLCWealth manager | 7.0% | $44.4M | 954,903 | -5.3% shares | Q3 2026 |
| Woodward Financial Advisors, Inc.Wealth manager | 17.1% | $43.4M | 934,326 | +8.9% shares | Q3 2026 |
| Altiora Financial Group, LLCWealth manager | 6.6% | $41.9M | 876,910 | -4.9% shares | Q2 2026 |
| Signature Resources Capital Management, LLCWealth manager | 17.2% | $40.7M | 875,216 | +7.7% shares | Q3 2026 |
| Eclectic Associates Inc /advInvestment manager | 4.5% | $40.6M | 873,006 | +9.7% shares | Q3 2026 |
| Wheelhouse Advisory Group LLCWealth manager | 10.6% | $40.2M | 864,767 | +12.1% shares | Q3 2026 |
| Maseco LLPWealth manager | 1.1% | $39.0M | 838,377 | +8.5% shares | Q3 2026 |
The 30 largest of 240 positions, by value. Each manager counts with its latest 13F (Q3 2026: 128, Q2 2026: 111, Q1 2026: 1). Screen DFSD in the grand portfolio →
DFSD stock trades by members of Congress
No member of Congress has disclosed a trade in DFSD.
DFSD questions and answers
Are insiders buying DFSD stock?
No open-market insider purchases or sales of DFSD were filed in the last 90 days.
Which hedge funds own DFSD?
240 13F filers hold DFSD among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Rachor Investment Advisory Services, LLC (35.6%), Signature Resources Capital Management, LLC (17.2%) and Woodward Financial Advisors, Inc. (17.1%). In their latest 13Fs, 4 managers opened a new position and 108 added to one.
Has Congress traded DFSD?
No member of Congress has disclosed a trade in DFSD.
Who is the largest holder of DFSD?
Among 13F filers, Focus Partners Advisor Solutions, LLC reports the largest DFSD position, $302.7M (6,339,321 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Rachor Investment Advisory Services, LLC's: 35.6% of its portfolio.
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