Dimensional Short DurationDFSDETF
13F holders, Q2 2024 (June 30)242holders +25
29new positions
10sold out
3famous investors
$47.01avg. 13F price*
At the end of Q2 2024, 242 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 25 from Q1 2024. 29 opened new positions and 10 sold out. The largest holders were Beaird Harris Wealth Management, LLC ($111.5M), OneDigital Investment Advisors LLC ($102.3M) and Buckingham Strategic Wealth, LLC ($97.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $46.2M |
| Exits | 10 | $7.3M |
All 13F filers, Q1 2024 → Q2 2024: 8,867,110 shares bought and 1,211,617 shares sold, net +7,655,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| Beaird Harris Wealth Management, LLC | 10.49% | Add +5.6% | 2,371,759 | $111.5M |
| OneDigital Investment Advisors LLC | 1.28% | Add +23.1% | 2,177,374 | $102.3M |
| Buckingham Strategic Wealth, LLC | 1.01% | Add +31.8% | 2,077,571 | $97.6M |
| DiNuzzo Private Wealth, Inc. | 12.69% | Add +2.8% | 2,000,410 | $94.0M |
| Planning Center, Inc. | 12.11% | Add +3943.5% | 1,972,246 | $92.7M |
| HighTower Advisors, LLC | 0.12% | Add +1.0% | 1,593,872 | $74.9M |
| Assetmark, Inc. | 0.20% | Add +68.2% | 1,361,940 | $64.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +18.5% | 1,254,049 | $58.9M |
| Savant Capital, LLC | 0.56% | Add +31.3% | 1,186,717 | $55.8M |
| Market Street Wealth Management Advisors LLC | 8.70% | Add +6.2% | 1,079,668 | $50.7M |
| Apella Capital, LLC | 2.20% | Add +29.3% | 1,040,660 | $49.1M |
| Great Waters Wealth Management | 6.87% | Add +19.6% | 956,929 | $45.0M |
| WPWealth LLP | 10.06% | Add +9.6% | 886,132 | $41.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.6% | 864,211 | $40.6M |
| Phillips Financial Management, LLC | 2.63% | Add +8.5% | 677,758 | $31.9M |
| Rather & Kittrell, Inc. | 8.57% | Add +20.3% | 662,428 | $31.1M |
| RAM Investment Partners, LLC | 7.48% | Add +8.1% | 548,098 | $25.8M |
| Altiora Financial Group, LLC | 6.00% | New | 532,095 | $25.0M |
| Sax Wealth Advisors, LLC | 2.35% | Add +36.1% | 525,644 | $24.7M |
| Mattern Wealth Management LLC | 5.81% | Add +0.3% | 514,344 | $24.2M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Add +101.7% | 457,344 | $21.5M |
| Grunden Financial Advisory, Inc. | 11.03% | Add +2.1% | 449,385 | $21.1M |
| RFG Advisory, LLC | 0.67% | Add +6.5% | 439,534 | $20.7M |
| Park Avenue Securities LLC | 0.25% | Add +62.9% | 434,856 | $20.4M |
| Jane Street Group, LLC | 0.02% | Reduce -62.6% | 420,703 | $19.8M |
| Root Financial Partners, LLC | 4.16% | Add +45.9% | 377,802 | $17.8M |
| Rockwood Wealth Management, LLC | 2.13% | Add +10.0% | 372,378 | $17.5M |
| Ruedi Wealth Management, Inc. | 6.78% | Add +55.3% | 366,099 | $17.2M |
| Valued Wealth Advisors LLC | 11.26% | Add +6.7% | 348,894 | $16.4M |
| Great Oak Capital Partners, LLC | 6.10% | Add +38.8% | 341,865 | $16.2M |
| Waverly Advisors, LLC | 0.31% | Reduce -12.4% | 336,518 | $15.8M |
| Legacy Financial Group, Inc. | 5.93% | Add +5.1% | 333,443 | $15.7M |
| SJS Investment Consulting Inc. | 2.90% | Add +7.8% | 318,490 | $15.0M |
| Onyx Financial Advisors, LLC | 8.63% | Add +8.6% | 306,417 | $14.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 9.13% | Add +43.1% | 279,202 | $13.1M |
| Signature Resources Capital Management, LLC | 10.59% | Add +17.8% | 271,041 | $12.7M |
| Client 1ST Advisory Group, LLC | 5.39% | Add +19.7% | 266,241 | $12.5M |
| Burney Co./ | 0.47% | Reduce -34.6% | 260,229 | $12.2M |
| RCS Financial Planning, LLC | 7.19% | Add +6.7% | 259,416 | $12.2M |
| Allegiance Financial Group Advisory Services LLC | 4.66% | Add +19.8% | 258,791 | $12.2M |
| Bank of America Corp. | 0.00% | Add +55.3% | 253,970 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Reduce -0.6% | 227,255 | $10.7M |
| Oceanside Advisors LLC | 8.50% | Add +7.7% | 223,791 | $10.5M |
| Integrated Wealth Concepts LLC | 0.14% | Add +315.6% | 221,419 | $10.4M |
| Tortoise Investment Management, LLC | 1.18% | Add +41.7% | 220,238 | $10.4M |
| Dynamic Advisor Solutions LLC | 0.32% | Add +16.3% | 219,231 | $10.3M |
| Renaissance Technologies | 0.02% | Add +58.5% | 213,517 | $10.0M |
| LPL Financial LLC | 0.00% | Add +6.5% | 199,998 | $9.4M |
| Betterment LLC | 0.02% | Add +19.4% | 191,583 | $9.0M |
| BCU Wealth Advisors, LLC | 6.60% | Add +16.7% | 190,100 | $8.9M |
| Peirce Capital Management, LLC | 4.44% | Add +8.2% | 178,322 | $8.4M |
| FinDec Wealth Services, Inc. | 5.14% | Add +43.0% | 173,227 | $8.1M |
| Jackson Thornton Wealth Management, LLC | 1.23% | Add +1133.2% | 171,144 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +75.0% | 167,794 | $7.9M |
| Concord Wealth Partners | 1.38% | Add +4.2% | 166,820 | $7.8M |
| CFS Investment Advisory Services, LLC | 0.60% | Add +2.4% | 157,357 | $7.4M |
| SC&H Financial Advisors, Inc. | 1.73% | Add +13.7% | 150,323 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -0.9% | 145,395 | $6.8M |
| Pure Financial Advisors, LLC | 0.19% | Add +37.3% | 144,070 | $6.8M |
| Tillman Hartley LLC | 2.21% | Reduce -4.3% | 137,649 | $6.5M |
| NewEdge Advisors, LLC | 0.05% | Add +2.9% | 136,165 | $6.4M |
| Allworth Financial LP | 0.04% | Add +24.1% | 135,539 | $6.4M |
| Kooman & Associates | 2.43% | Add +0.5% | 128,455 | $6.0M |
| Waypoint Capital Advisors, LLC | 1.49% | Reduce -11.6% | 126,476 | $5.9M |
| Chicago Partners Investment Group LLC | 0.23% | Add +23.1% | 123,330 | $5.8M |
| Heritage Investment Group, Inc. | 0.79% | Add +5.5% | 122,659 | $5.8M |
| Awm Capital, LLC | 0.87% | Add +18.3% | 122,071 | $5.7M |
| White Wing Wealth Management | 4.58% | Add +1.2% | 121,805 | $5.7M |
| Bay Harbor Wealth Management, LLC | 2.00% | Add +23.4% | 121,790 | $5.7M |
| Gradient Capital Advisors, LLC | 2.00% | Add +30.0% | 119,215 | $5.6M |
| Family Wealth Partners, LLC | 2.89% | Add +14.5% | 118,376 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.61% | Add +0.1% | 112,964 | $5.3M |
| Hemington Wealth Management | 1.75% | Add +91.9% | 110,512 | $5.2M |
| CPA Asset Management Group, LLC | 2.78% | Add +16.0% | 110,323 | $5.2M |
| Straight Path Wealth Management | 2.65% | Add +13.2% | 109,881 | $5.2M |
| Pioneer Wealth Management Group | 2.65% | Reduce -2.6% | 105,958 | $5.0M |
| Diversify Wealth Management, LLC | 0.60% | — | 102,106 | $4.8M |
| IFP Advisors, Inc | 0.18% | Add +11.6% | 98,254 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +34.6% | 95,023 | $4.5M |
| Beta Wealth Group, Inc. | 2.10% | Add +10.9% | 94,049 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +23.8% | 87,607 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +47.8% | 87,517 | $4.1M |
| Northwest Wealth Management, LLC | 1.03% | Add +52.4% | 84,519 | $4.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.43% | New | 82,010 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +67.7% | 79,556 | $3.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.45% | Add +3.7% | 72,019 | $3.4M |
| Lakeridge Wealth Management LLC | 2.00% | Reduce -1.0% | 70,841 | $3.3M |
| LifePro Asset Management | 2.21% | Add +19.3% | 65,602 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +10.1% | 64,406 | $3.0M |
| Acorn Wealth Advisors, LLC | 1.49% | Reduce -3.8% | 64,063 | $3.0M |
| Passive Capital Management, LLC. | 1.08% | Add +87.5% | 62,194 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +1.2% | 61,858 | $2.9M |
| Pine Harbor Wealth Management, LLC | 1.70% | Add +21.8% | 61,357 | $2.9M |
| Farther Finance Advisors, LLC | 0.14% | Add +44.1% | 61,194 | $2.9M |
| Susquehanna International Group, LLP | 0.01% | New | 61,150 | $2.9M |
| Aerodigm Wealth, LLC | 1.29% | Add +127.7% | 59,792 | $2.8M |
| Essential Planning, LLC. | 1.20% | Add +8.9% | 57,953 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.4% | 56,592 | $2.7M |
| Squire Investment Management Company, LLC | 1.48% | Add +66.3% | 55,626 | $2.6M |
| Meredith Wealth Planning | 1.35% | Add +33.5% | 54,904 | $2.6M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.