Dimensional Short DurationDFSDETF
13F holders, Q2 2026 (June 30)449holders +19
34new positions
18sold out
2famous investors
$47.74avg. 13F price*
At the end of Q2 2026, 449 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 19 from Q1 2026. 34 opened new positions and 18 sold out. The largest holders were Focus Partners Wealth ($346.4M), Focus Partners Advisor Solutions, LLC ($302.7M) and Apella Capital, LLC ($258.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Short Duration
- CUSIP
- 25434V864
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $63.8M |
| Exits | 18 | $17.2M |
All 13F filers, Q1 2026 → Q2 2026: 13,426,798 shares bought and 2,071,398 shares sold, net +11,355,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| Focus Partners Wealth | 0.36% | Add +18.5% | 7,253,853 | $346.4M |
| Focus Partners Advisor Solutions, LLC | 2.57% | Add +23.6% | 6,339,321 | $302.7M |
| Apella Capital, LLC | 3.65% | Add +3.3% | 5,420,887 | $258.5M |
| OneDigital Investment Advisors LLC | 1.56% | Add +4.9% | 3,880,784 | $185.3M |
| Savant Capital, LLC | 0.51% | Reduce -6.4% | 3,654,844 | $174.5M |
| Root Financial Partners, LLC | 6.75% | Add +21.6% | 3,637,085 | $173.7M |
| Vise Technologies, Inc. | 1.89% | Add +53.5% | 3,490,783 | $166.7M |
| Beaird Harris Wealth Management, LLC | 9.57% | Add +2.9% | 3,199,436 | $152.8M |
| Planning Center, Inc. | 13.09% | Add +3.4% | 2,904,314 | $138.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.9% | 2,683,166 | $128.1M |
| DiNuzzo Private Wealth, Inc. | 9.83% | Add +1.9% | 2,080,578 | $99.3M |
| HighTower Advisors, LLC | 0.09% | Add +1.4% | 1,996,685 | $95.3M |
| Great Waters Wealth Management | 8.62% | Add +9.3% | 1,949,171 | $93.1M |
| Phillips Financial Management, LLC | 6.15% | Add +2.5% | 1,756,850 | $83.9M |
| Rachor Investment Advisory Services, LLC | 35.72% | Add +4.6% | 1,519,287 | $72.5M |
| Rather & Kittrell, Inc. | 9.54% | Add +7.3% | 1,429,896 | $68.3M |
| Diversified Portfolios, Inc. | 4.62% | Reduce -0.1% | 1,335,001 | $63.7M |
| Assetmark, Inc. | 0.11% | Add +7.8% | 1,284,088 | $61.3M |
| Market Street Wealth Management Advisors LLC | 8.64% | Add +2.1% | 1,271,511 | $60.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +3.9% | 1,229,386 | $58.7M |
| WPWealth LLP | 8.42% | Reduce -1.8% | 1,188,766 | $56.8M |
| Ruedi Wealth Management, Inc. | 12.82% | Add +4.3% | 1,144,966 | $54.7M |
| 55 North Private Wealth, LLC | 10.09% | Add +22.1% | 1,073,749 | $51.3M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +13.9% | 1,045,893 | $49.9M |
| Financial Plan, Inc. | 4.70% | Add +13.2% | 1,038,034 | $49.6M |
| Curio Wealth, LLC | 15.31% | Add +7.8% | 1,033,379 | $49.3M |
| RAM Investment Partners, LLC | 7.70% | Add +1.0% | 1,008,448 | $48.2M |
| CPA Asset Management Group, LLC | 13.49% | Add +114.8% | 980,940 | $46.8M |
| Parkwoods Wealth Partners, LLC | 7.46% | Add +118.0% | 972,134 | $46.4M |
| Park Avenue Securities LLC | 0.27% | Add +17.3% | 903,188 | $43.1M |
| Altiora Financial Group, LLC | 6.60% | Reduce -4.9% | 876,910 | $41.9M |
| Woodward Financial Advisors, Inc. | 13.69% | — | 857,876 | $41.0M |
| Bank of America Corp. | 0.00% | Add +12.8% | 847,823 | $40.5M |
| Signature Resources Capital Management, LLC | 15.30% | Add +5.1% | 812,642 | $38.8M |
| Wealthquest Corp | 2.42% | Add +4.2% | 804,122 | $38.4M |
| Elser Financial Planning, Inc | 1.65% | Add +3.3% | 798,092 | $38.1M |
| Eclectic Associates Inc. | 4.33% | Add +16.0% | 795,671 | $38.0M |
| Maseco LLP | 1.04% | Add +4.5% | 772,357 | $36.9M |
| Wheelhouse Advisory Group LLC | 10.39% | Add +24.9% | 771,244 | $36.8M |
| Great Oak Capital Partners, LLC | 6.82% | Add +11.4% | 663,877 | $31.6M |
| Northwest Wealth Management, LLC | 4.03% | Add +15.4% | 640,173 | $30.6M |
| Mattern Wealth Management LLC | 4.74% | Add +0.2% | 604,523 | $28.9M |
| Valued Wealth Advisors LLC | 10.43% | Add +7.8% | 601,233 | $28.7M |
| Allegiance Financial Group Advisory Services LLC | 4.80% | Add +13.5% | 581,099 | $27.7M |
| Farther Finance Advisors, LLC | 0.22% | Add +2.0% | 579,720 | $27.7M |
| Jackson Thornton Wealth Management, LLC | 2.07% | Add +8.4% | 549,062 | $26.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 10.33% | Add +10.0% | 541,966 | $25.9M |
| Legacy Financial Group, Inc. | 6.01% | Add +15.3% | 538,926 | $25.7M |
| Cornerstone Wealth Partners, LLC | 11.76% | Add +16.0% | 529,635 | $25.3M |
| SC&H Financial Advisors, Inc. | 3.35% | Add +9.2% | 528,603 | $25.2M |
| Factor Wealth Management LTD | 3.76% | Add +44.3% | 521,101 | $24.9M |
| Wolfstich Capital, LLC | 18.87% | Add +24.9% | 511,749 | $24.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +47.0% | 510,500 | $24.4M |
| Sterling Wealth Advisors Inc | 13.14% | Add +1.2% | 506,127 | $24.2M |
| Allworth Financial LP | 0.10% | Reduce -46.8% | 498,269 | $23.8M |
| Vestment Financial LLC | 10.53% | Add +3.1% | 492,736 | $23.5M |
| Guardian Wealth Management, LLC | 6.55% | Add +8.9% | 489,267 | $23.4M |
| Awm Capital, LLC | 1.78% | Add +17.3% | 464,611 | $22.2M |
| Three Arch Wealth Management LLC | 3.36% | Add +21.8% | 458,148 | $21.9M |
| LPL Financial LLC | 0.00% | Add +34.2% | 454,790 | $21.7M |
| Pacific Asset Management, LLC | 10.52% | Add +7.1% | 448,747 | $21.4M |
| Verisail Partners, LLC | 7.50% | Add +4.2% | 423,424 | $20.2M |
| SageOak Financial, LLC | 13.05% | Add +4.2% | 418,286 | $20.0M |
| AlphaStar Capital Management, LLC | 1.25% | Add +6.3% | 411,277 | $19.6M |
| Onyx Financial Advisors, LLC | 7.03% | Add +5.9% | 408,896 | $19.5M |
| Osaic Holdings, Inc. | 0.02% | Add +22.9% | 408,555 | $19.5M |
| Nova R Wealth, Inc. | 5.66% | Add +4.4% | 406,451 | $19.4M |
| IMA Advisory Services, Inc. | 1.22% | New | 406,393 | $19.4M |
| Tillman Hartley LLC | 4.35% | Add +10.6% | 405,530 | $19.4M |
| BCU Wealth Advisors, LLC | 6.41% | Add +8.2% | 404,463 | $19.3M |
| Sterling Wealth Management, Inc. | 4.65% | Add +3.9% | 391,353 | $18.7M |
| Pine Harbor Wealth Management, LLC | 4.99% | Add +5.8% | 389,887 | $18.6M |
| Cornerstone Management, Inc. | 2.67% | Add +13.4% | 389,336 | $18.6M |
| Integrity Alliance, Llc. | 0.58% | Reduce -0.8% | 386,994 | $18.5M |
| Vestmark Advisory Solutions, Inc. | 0.17% | No change | 386,011 | $18.4M |
| Foundry Financial LLC | 5.89% | Add +17.6% | 365,502 | $17.5M |
| BCO Wealth Management LLC | 9.32% | Reduce -0.1% | 357,978 | $17.1M |
| Dravo Bay LLC | 5.83% | Add +16.4% | 352,796 | $16.8M |
| Integrity Advisory Solutions, LLC | 1.73% | Add +14.9% | 352,635 | $16.8M |
| Brady Martz Wealth Solutions, LLC | 2.51% | Add +1.9% | 347,791 | $16.6M |
| One Degree Advisors Inc | 3.69% | Add +2.9% | 346,273 | $16.5M |
| Susquehanna International Group, LLP | 0.01% | New | 345,242 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 343,272 | $16.4M |
| Essential Planning, LLC. | 4.57% | Add +28.5% | 338,620 | $16.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.80% | Add +13.9% | 338,127 | $16.1M |
| Studio Investment Management LLC | 2.65% | Add +2.9% | 328,907 | $15.7M |
| Kondo Wealth Advisors, Inc. | 5.22% | Add +5.5% | 327,035 | $15.6M |
| Parkshore Wealth Management, Inc. | 4.40% | Add +12.7% | 321,133 | $15.3M |
| Oceanside Advisors LLC | 7.54% | Add +4.2% | 313,001 | $14.9M |
| Liberty Wealth Management LLC | 1.85% | No change | 309,664 | $14.8M |
| Stevens Capital Partners | 2.77% | Add +27.1% | 305,400 | $14.6M |
| Client 1ST Advisory Group, LLC | 3.87% | Add +1.8% | 301,973 | $14.4M |
| Johnson Wealth Management, LLC | 6.03% | Add +10.4% | 298,214 | $14.2M |
| Shira Ridge Wealth Management | 4.94% | Add +4.7% | 296,404 | $14.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.6% | 291,673 | $13.9M |
| Disciplined Investments, LLC | 4.49% | Add +15.7% | 291,464 | $13.9M |
| Integrated Wealth Concepts LLC | 0.09% | Add +1.5% | 288,828 | $13.8M |
| Truist Financial Corp. | 0.02% | Add +15.2% | 287,212 | $13.7M |
| Beacon Hill Wealth Management LTD. | 9.43% | — | 284,950 | $13.6M |
| City State Bank | 3.11% | Add +8.0% | 284,141 | $13.6M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.