Dimensional Short DurationDFSDETF
13F holders, Q1 2024 (March 31)217holders
2famous investors
$47.04avg. 13F price*
At the end of Q1 2024, 217 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings. The largest holders were Beaird Harris Wealth Management, LLC ($105.7M), DiNuzzo Private Wealth, Inc. ($91.6M) and OneDigital Investment Advisors LLC ($83.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $29.4M |
| Exits | 15 | $16.6M |
Ownership 217 holders
| Beaird Harris Wealth Management, LLC | 10.30% | Add +10.3% | 2,246,576 | $105.7M |
| DiNuzzo Private Wealth, Inc. | 12.35% | Reduce -2.5% | 1,946,362 | $91.6M |
| OneDigital Investment Advisors LLC | 1.31% | Add +39.5% | 1,768,917 | $83.2M |
| HighTower Advisors, LLC | 0.12% | Add +161.9% | 1,578,383 | $74.3M |
| Buckingham Strategic Wealth, LLC | 0.78% | Add +68.6% | 1,576,380 | $74.2M |
| Jane Street Group, LLC | 0.07% | Add +155.5% | 1,124,533 | $52.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +47.1% | 1,058,132 | $49.8M |
| Market Street Wealth Management Advisors LLC | 8.40% | Add +10.5% | 1,017,050 | $47.8M |
| Savant Capital, LLC | 0.49% | Add +42.7% | 903,775 | $42.5M |
| Commonwealth Equity Services, LLC | 0.07% | Add +12.6% | 850,827 | $40.0M |
| Assetmark, Inc. | 0.12% | Reduce -3.3% | 809,643 | $38.1M |
| WPWealth LLP | 9.83% | Add +281.5% | 808,853 | $38.0M |
| Apella Capital, LLC | 1.91% | Add +8.4% | 804,918 | $37.9M |
| Great Waters Wealth Management | 6.15% | Add +24.1% | 800,080 | $37.6M |
| Phillips Financial Management, LLC | 2.41% | Add +22.8% | 624,410 | $29.4M |
| Rather & Kittrell, Inc. | 7.74% | Add +30.5% | 550,493 | $25.9M |
| Mattern Wealth Management LLC | 5.87% | Add +5.7% | 512,752 | $24.1M |
| RAM Investment Partners, LLC | 7.50% | Add +4.3% | 506,893 | $23.8M |
| Grunden Financial Advisory, Inc. | 11.01% | Add +2.0% | 439,971 | $20.7M |
| RFG Advisory, LLC | 0.66% | Add +5.0% | 412,706 | $19.4M |
| Burney Co./ | 0.71% | Reduce -20.6% | 397,660 | $18.7M |
| Sax Wealth Advisors, LLC | 2.12% | Add +63.2% | 386,230 | $18.2M |
| Waverly Advisors, LLC | 0.43% | Reduce -6.9% | 384,215 | $18.1M |
| Rockwood Wealth Management, LLC | 2.06% | Add +14.0% | 338,418 | $15.9M |
| Valued Wealth Advisors LLC | 10.90% | Add +1.3% | 327,024 | $15.4M |
| Legacy Financial Group, Inc. | 5.88% | Add +15.4% | 317,333 | $14.9M |
| SJS Investment Consulting Inc. | 2.78% | Add +10.6% | 295,356 | $13.9M |
| Onyx Financial Advisors, LLC | 8.21% | Add +14.7% | 282,109 | $13.3M |
| Park Avenue Securities LLC | 0.16% | Add +0.5% | 266,885 | $12.6M |
| Root Financial Partners, LLC | 3.61% | Add +49.0% | 258,872 | $12.2M |
| Great Oak Capital Partners, LLC | 5.14% | Add +41.6% | 246,222 | $11.6M |
| RCS Financial Planning, LLC | 7.04% | Add +8.2% | 243,189 | $11.4M |
| Ruedi Wealth Management, Inc. | 4.67% | Add +64.0% | 235,741 | $11.1M |
| Signature Resources Capital Management, LLC | 10.15% | Reduce -3.9% | 230,165 | $10.8M |
| Vestmark Advisory Solutions, Inc. | 0.46% | Add +1.6% | 228,595 | $10.8M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Reduce -59.0% | 226,741 | $10.7M |
| Client 1ST Advisory Group, LLC | 4.70% | Add +6.3% | 222,504 | $10.5M |
| Allegiance Financial Group Advisory Services LLC | 4.16% | Add +20.6% | 215,946 | $10.2M |
| Oceanside Advisors LLC | 8.09% | Reduce -1.7% | 207,721 | $9.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 8.08% | Add +1485.2% | 195,100 | $9.2M |
| Dynamic Advisor Solutions LLC | 0.30% | Add +6.6% | 188,443 | $8.9M |
| LPL Financial LLC | 0.00% | Add +2.6% | 187,776 | $8.8M |
| Peirce Capital Management, LLC | 4.25% | Add +23.7% | 164,774 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -44.6% | 163,559 | $7.7M |
| BCU Wealth Advisors, LLC | 6.51% | Add +21.0% | 162,954 | $7.7M |
| Betterment LLC | 0.02% | Add +106.9% | 160,389 | $7.5M |
| Concord Wealth Partners | 1.36% | Add +4.9% | 160,161 | $7.5M |
| Tortoise Investment Management, LLC | 0.89% | Add +31.6% | 155,450 | $7.3M |
| CFS Investment Advisory Services, LLC | 1.22% | Reduce -4.0% | 153,744 | $7.2M |
| Corient Private Wealth LP | 0.01% | Add +2.3% | 146,756 | $6.9M |
| Tillman Hartley LLC | 2.33% | Add +0.3% | 143,825 | $6.8M |
| Waypoint Capital Advisors, LLC | 1.76% | Reduce -1.3% | 143,057 | $6.7M |
| Renaissance Technologies | 0.01% | Add +69.0% | 134,679 | $6.3M |
| NewEdge Advisors, LLC | 0.05% | Add +13.1% | 132,285 | $6.2M |
| SC&H Financial Advisors, Inc. | 1.62% | Add +7.8% | 132,211 | $6.2M |
| Kooman & Associates | 2.51% | Add +2.7% | 127,813 | $6.0M |
| FinDec Wealth Services, Inc. | 3.58% | Reduce -2.7% | 121,176 | $5.7M |
| White Wing Wealth Management | 4.69% | Add +9.1% | 120,332 | $5.7M |
| Heritage Investment Group, Inc. | 0.74% | Add +5.3% | 116,283 | $5.5M |
| Graves Light Lenhart Wealth, Inc. | 0.61% | Reduce -1.0% | 112,820 | $5.3M |
| Allworth Financial LP | 0.04% | Reduce -2.0% | 109,206 | $5.1M |
| Pioneer Wealth Management Group | 2.93% | New | 108,820 | $5.1M |
| Pure Financial Advisors, LLC | 0.15% | Add +0.9% | 104,908 | $4.9M |
| Family Wealth Partners, LLC | 2.76% | Add +65.1% | 103,388 | $4.9M |
| Awm Capital, LLC | 0.81% | Add +6.0% | 103,215 | $4.9M |
| Chicago Partners Investment Group LLC | 0.20% | Add +21.4% | 100,193 | $4.7M |
| Bay Harbor Wealth Management, LLC | 1.67% | Add +15.3% | 98,667 | $4.6M |
| Straight Path Wealth Management | 2.56% | Add +13.6% | 97,076 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.2% | 95,854 | $4.5M |
| CPA Asset Management Group, LLC | 2.50% | Add +17.0% | 95,108 | $4.5M |
| FirstPurpose Wealth LLC | 1.61% | Add +10.2% | 94,773 | $4.4M |
| Gradient Capital Advisors, LLC | 1.58% | Add +20.9% | 91,703 | $4.3M |
| IFP Advisors, Inc | 0.18% | Add +9.4% | 88,082 | $4.1M |
| Beta Wealth Group, Inc. | 1.94% | New | 84,819 | $4.0M |
| Lakeridge Wealth Management LLC | 2.18% | Add +7.0% | 71,588 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +24.2% | 70,771 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +100.2% | 70,570 | $3.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.44% | Add +5.4% | 69,437 | $3.3M |
| Old Mission Capital LLC | 0.08% | New | 66,791 | $3.1M |
| Acorn Wealth Advisors, LLC | 1.64% | Add +15.0% | 66,593 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -21.1% | 63,221 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +27.5% | 61,138 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +13.1% | 59,213 | $2.8M |
| SageView Advisory Group, LLC | 0.14% | New | 58,735 | $2.8M |
| Apollon Wealth Management, LLC | 0.09% | Add +28.5% | 58,477 | $2.8M |
| Hemington Wealth Management | 0.98% | New | 57,577 | $2.7M |
| Northwest Wealth Management, LLC | 0.71% | Add +415.9% | 55,463 | $2.6M |
| LifePro Asset Management | 1.71% | New | 54,996 | $2.6M |
| Vermillion & White Wealth Management Group, LLC | 2.06% | Add +2.9% | 54,791 | $2.6M |
| Maryland Capital Advisors Inc. | 1.60% | Reduce 0.0% | 54,785 | $2.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +21.2% | 53,284 | $2.5M |
| Essential Planning, LLC. | 1.25% | No change | 53,193 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.8% | 52,293 | $2.5M |
| Hutchens & Kramer Investment Management Group, LLC | 1.43% | Reduce -1.5% | 51,334 | $2.4M |
| Pine Harbor Wealth Management, LLC | 1.49% | Add +72.1% | 50,379 | $2.4M |
| Planning Center, Inc. | 0.50% | No change | 48,776 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.1% | 47,451 | $2.2M |
| Shira Ridge Wealth Management | 1.25% | Reduce -5.7% | 46,508 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +285.0% | 44,332 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.6% | 43,055 | $2.0M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.