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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Short-Duration Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
106,566
Value (USD)
$5,088,538
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFSD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFSD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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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.

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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.

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