Dimensional Short DurationDFSDETF
13F holders, Q3 2024 (September 30)249holders +7
24new positions
19sold out
2famous investors
$47.73avg. 13F price*
At the end of Q3 2024, 249 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 7 from Q2 2024. 24 opened new positions and 19 sold out. The largest holders were Focus Partners Wealth ($128.5M), Beaird Harris Wealth Management, LLC ($118.8M) and OneDigital Investment Advisors LLC ($114.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Short Duration
- CUSIP
- 25434V864
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $153.2M |
| Exits | 19 | $16.2M |
All 13F filers, Q2 2024 → Q3 2024: 9,991,271 shares bought and 1,300,913 shares sold, net +8,690,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| Focus Partners Wealth | 0.41% | New | 2,690,819 | $128.5M |
| Beaird Harris Wealth Management, LLC | 10.38% | Add +5.0% | 2,489,092 | $118.8M |
| OneDigital Investment Advisors LLC | 1.30% | Add +9.8% | 2,391,290 | $114.2M |
| Focus Partners Advisor Solutions, LLC | 2.03% | Add +342.4% | 2,023,289 | $96.6M |
| Planning Center, Inc. | 11.84% | Add +2.0% | 2,012,344 | $96.1M |
| DiNuzzo Private Wealth, Inc. | 11.77% | Reduce -0.1% | 1,998,729 | $95.4M |
| Savant Capital, LLC | 0.66% | Add +39.6% | 1,657,290 | $79.1M |
| HighTower Advisors, LLC | 0.12% | Add +2.7% | 1,636,535 | $78.1M |
| Assetmark, Inc. | 0.18% | Reduce -2.2% | 1,332,379 | $63.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.5% | 1,323,253 | $63.2M |
| Market Street Wealth Management Advisors LLC | 8.68% | Add +2.5% | 1,106,247 | $52.8M |
| Great Waters Wealth Management | 7.02% | Add +14.0% | 1,090,621 | $52.1M |
| Apella Capital, LLC | 2.09% | Add +2.1% | 1,062,144 | $50.8M |
| WPWealth LLP | 9.77% | Add +11.3% | 986,752 | $47.1M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.7% | 905,006 | $43.2M |
| Phillips Financial Management, LLC | 3.18% | Add +26.9% | 860,085 | $41.1M |
| Altiora Financial Group, LLC | 7.74% | Add +37.9% | 733,706 | $35.0M |
| Rather & Kittrell, Inc. | 8.55% | Add +10.3% | 730,650 | $34.9M |
| Ruedi Wealth Management, Inc. | 9.78% | Add +63.1% | 597,050 | $28.5M |
| RAM Investment Partners, LLC | 7.27% | Add +6.7% | 584,589 | $27.9M |
| Root Financial Partners, LLC | 4.32% | Add +49.8% | 565,845 | $27.0M |
| Mattern Wealth Management LLC | 5.76% | Add +6.7% | 548,677 | $26.2M |
| Sax Wealth Advisors, LLC | 2.33% | Add +4.2% | 547,674 | $26.1M |
| Grunden Financial Advisory, Inc. | 10.72% | Add +1.8% | 457,368 | $21.8M |
| RFG Advisory, LLC | 0.66% | Add +2.6% | 451,119 | $21.5M |
| Park Avenue Securities LLC | 0.23% | Reduce -1.2% | 429,698 | $20.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 11.98% | Add +51.4% | 422,800 | $20.2M |
| Diversified Portfolios, Inc. | 2.10% | Add +981.9% | 421,197 | $20.1M |
| Rockwood Wealth Management, LLC | 2.17% | Add +10.8% | 412,653 | $19.7M |
| Renaissance Technologies | 0.03% | Add +84.2% | 393,203 | $18.8M |
| Great Oak Capital Partners, LLC | 6.01% | Add +6.9% | 365,408 | $17.4M |
| Valued Wealth Advisors LLC | 11.11% | Add +2.9% | 359,098 | $17.1M |
| Legacy Financial Group, Inc. | 5.71% | Add +6.7% | 355,630 | $16.8M |
| SJS Investment Consulting Inc. | 2.77% | Add +3.1% | 328,361 | $15.7M |
| Jackson Thornton Wealth Management, LLC | 2.04% | Add +88.5% | 322,525 | $15.4M |
| Bank of America Corp. | 0.00% | Add +26.6% | 321,499 | $15.3M |
| Waverly Advisors, LLC | 0.28% | Reduce -4.5% | 321,220 | $15.3M |
| Onyx Financial Advisors, LLC | 8.41% | Add +4.7% | 320,796 | $15.3M |
| Allegiance Financial Group Advisory Services LLC | 4.63% | Add +7.8% | 278,977 | $13.3M |
| Signature Resources Capital Management, LLC | 12.00% | Add +1.4% | 274,963 | $13.1M |
| Client 1ST Advisory Group, LLC | 5.19% | Add +2.8% | 273,686 | $13.1M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +16.4% | 264,428 | $12.6M |
| RCS Financial Planning, LLC | 6.93% | Add +0.8% | 261,427 | $12.5M |
| One Degree Advisors Inc | 4.92% | Add +4951.9% | 244,312 | $11.7M |
| McIlrath & Eck, LLC | 1.45% | Add +341.5% | 235,769 | $11.3M |
| Oceanside Advisors LLC | 8.22% | Add +3.2% | 230,927 | $11.0M |
| Dynamic Advisor Solutions LLC | 0.33% | Add +5.3% | 230,923 | $11.0M |
| Integrated Wealth Concepts LLC | 0.13% | Add +1.4% | 224,572 | $10.7M |
| LPL Financial LLC | 0.00% | Add +9.3% | 218,499 | $10.4M |
| BCU Wealth Advisors, LLC | 6.19% | Add +14.5% | 217,683 | $10.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.88% | Add +165.0% | 217,315 | $10.4M |
| Tru Independence Asset Management 2, LLC | 8.73% | — | 217,092 | $10.4M |
| Dravo Bay LLC | 5.26% | New | 213,987 | $10.2M |
| Betterment LLC | 0.02% | Add +6.6% | 204,146 | $9.7M |
| Hemington Wealth Management | 2.54% | Add +80.6% | 199,549 | $9.4M |
| Tortoise Investment Management, LLC | 0.96% | Reduce -12.8% | 192,119 | $9.2M |
| FinDec Wealth Services, Inc. | 5.15% | Add +7.3% | 185,814 | $8.9M |
| SC&H Financial Advisors, Inc. | 1.91% | Add +22.1% | 183,506 | $8.8M |
| Peirce Capital Management, LLC | 4.29% | Add +0.3% | 178,853 | $8.5M |
| Yardley Wealth Management LLC | 4.96% | — | 175,254 | $8.4M |
| IFP Advisors, Inc | 0.28% | Add +63.7% | 160,810 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.7% | 159,976 | $7.6M |
| Gradient Capital Advisors, LLC | 2.48% | Add +31.5% | 156,748 | $7.5M |
| Tillman Hartley LLC | 2.21% | Add +13.6% | 156,350 | $7.5M |
| CFS Investment Advisory Services, LLC | 0.63% | Reduce -0.7% | 156,264 | $7.5M |
| Concord Wealth Partners | 1.24% | Reduce -6.7% | 155,707 | $7.4M |
| Waypoint Capital Advisors, LLC | 1.53% | Add +18.8% | 150,248 | $7.2M |
| Bay Harbor Wealth Management, LLC | 2.34% | Add +23.3% | 150,217 | $7.2M |
| Burney Co./ | 0.25% | Reduce -42.3% | 150,144 | $7.2M |
| Northwest Wealth Management, LLC | 1.66% | Add +76.1% | 148,866 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -0.4% | 144,777 | $6.9M |
| Pure Financial Advisors, LLC | 0.17% | Add +0.5% | 144,723 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +44.8% | 137,630 | $6.6M |
| CPA Asset Management Group, LLC | 3.04% | Add +19.4% | 131,715 | $6.3M |
| Sterling Wealth Management, Inc. | 2.34% | Add +463.4% | 131,576 | $6.3M |
| Heritage Investment Group, Inc. | 1.19% | Add +7.1% | 131,356 | $6.3M |
| Kooman & Associates | 2.24% | Reduce -1.1% | 126,979 | $6.1M |
| Chicago Partners Investment Group LLC | 0.22% | Add +3.5% | 127,681 | $6.0M |
| Allworth Financial LP | 0.04% | Reduce -9.0% | 123,361 | $5.9M |
| White Wing Wealth Management | 4.52% | Add +0.8% | 122,828 | $5.9M |
| Family Wealth Partners, LLC | 2.86% | Reduce -1.0% | 117,225 | $5.6M |
| Shira Ridge Wealth Management | 2.83% | Add +138.6% | 116,251 | $5.5M |
| Awm Capital, LLC | 0.66% | Reduce -5.7% | 115,083 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +30.8% | 114,627 | $5.5M |
| Pine Harbor Wealth Management, LLC | 2.68% | Add +83.7% | 112,694 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +19.8% | 104,824 | $5.0M |
| Disciplined Investments, LLC | 2.18% | Add +83.9% | 92,612 | $4.4M |
| Beta Wealth Group, Inc. | 1.97% | Reduce -2.9% | 91,363 | $4.4M |
| Diversify Wealth Management, LLC | 0.42% | Reduce -10.6% | 91,324 | $4.3M |
| Parker Financial LLC | 2.01% | Add +52.8% | 83,988 | $4.0M |
| Passive Capital Management, LLC. | 1.39% | Add +33.9% | 83,265 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +33.2% | 82,380 | $3.9M |
| Pioneer Wealth Management Group | 1.84% | Reduce -23.5% | 81,013 | $3.9M |
| von Borstel & Associates, Inc. | 2.18% | — | 80,593 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 80,471 | $3.8M |
| LifePro Asset Management | 2.34% | Add +22.2% | 80,175 | $3.8M |
| Graves Light Lenhart Wealth, Inc. | 0.47% | Reduce -29.2% | 79,950 | $3.8M |
| Squire Investment Management Company, LLC | 1.70% | Add +34.8% | 75,006 | $3.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.35% | Reduce -1.1% | 71,231 | $3.4M |
| Lakeridge Wealth Management LLC | 1.80% | Reduce -3.1% | 68,621 | $3.3M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.