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 |
| CreativeOne Wealth, LLC | 0.11% | Add +862.7% | 68,553 | $3.3M |
| Essential Planning, LLC. | 1.31% | Add +15.6% | 67,011 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +29.0% | 66,800 | $3.2M |
| Apollon Wealth Management, LLC | 0.09% | Add +0.4% | 64,670 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.6% | 64,292 | $3.1M |
| SageView Advisory Group, LLC | 0.15% | New | 61,630 | $2.9M |
| Acorn Wealth Advisors, LLC | 1.26% | Reduce -3.8% | 61,619 | $2.9M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -6.5% | 57,246 | $2.7M |
| Bridge Advisory, LLC | 1.28% | Add +2.9% | 56,470 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +7.2% | 56,320 | $2.7M |
| Vermillion & White Wealth Management Group, LLC | 1.95% | Add +0.8% | 55,271 | $2.6M |
| Maryland Capital Advisors Inc. | 1.25% | Reduce -1.7% | 53,863 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +13.2% | 52,317 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.4% | 50,864 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -4.4% | 50,864 | $2.4M |
| Solutions 4 Wealth, Ltd | 4.61% | New | 49,336 | $2.4M |
| FMB Wealth Management | 1.30% | Reduce -2.5% | 48,331 | $2.3M |
| Meredith Wealth Planning | 1.10% | Reduce -12.1% | 48,262 | $2.3M |
| City State Bank | 0.83% | Add +81.2% | 47,616 | $2.3M |
| Wheelhouse Advisory Group LLC | 1.45% | New | 47,075 | $2.2M |
| Aerodigm Wealth, LLC | 1.42% | Reduce -21.5% | 46,920 | $2.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.23% | Reduce -14.3% | 46,303 | $2.2M |
| Sowell Financial Services LLC | 0.10% | New | 46,313 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +43.2% | 44,857 | $2.1M |
| Arcadia Wealth Management, LLC | 1.10% | Add +5.2% | 43,786 | $2.1M |
| Aspire Private Capital, LLC | 0.49% | Add +142.9% | 43,135 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.57% | Add +59.6% | 40,188 | $1.9M |
| Sutton Place Investors LLC | 1.17% | Add +4.9% | 40,126 | $1.9M |
| Claris Advisors, LLC / Mo / | 0.75% | Add +31.3% | 36,272 | $1.7M |
| Narus Financial Partners, LLC | 0.61% | Add +48.8% | 35,406 | $1.7M |
| PFG Advisors | 0.11% | Reduce -0.4% | 34,930 | $1.7M |
| Shore Point Advisors, LLC | 0.87% | Add +1.1% | 33,879 | $1.6M |
| TCP Asset Management, LLC | 0.36% | Add +13.1% | 32,870 | $1.6M |
| Foster Group, Inc. | 0.06% | No change | 32,713 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.4% | 32,150 | $1.5M |
| Samalin Investment Counsel, LLC | 0.67% | Add +3.9% | 32,022 | $1.5M |
| Applied Capital LLC | 0.77% | Reduce -4.0% | 31,352 | $1.5M |
| BOS Asset Management, LLC | 0.55% | Add +23.6% | 31,131 | $1.5M |
| Eclectic Associates Inc. | 0.57% | Add +105.4% | 30,394 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | No change | 30,355 | $1.4M |
| Old Mission Capital LLC | 0.03% | Add +154.6% | 30,116 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +18.8% | 29,211 | $1.4M |
| Morris Financial Concepts, Inc. | 0.59% | Add +4.2% | 28,659 | $1.4M |
| AQR Capital Management | 0.00% | Add +18.5% | 28,397 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.38% | Reduce -9.5% | 27,992 | $1.3M |
| Five Oceans Advisors | 0.62% | No change | 27,294 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +9.1% | 26,831 | $1.3M |
| PBMares Wealth Management LLC | 0.26% | Reduce -3.0% | 26,122 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.9% | 25,900 | $1.2M |
| Simplicity Wealth,LLC | 0.11% | Reduce -0.2% | 24,985 | $1.2M |
| Quarry Hill Advisors, LLC | 0.79% | Reduce -10.0% | 24,604 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.9% | 24,483 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +126.3% | 24,464 | $1.2M |
| Index Fund Advisors, Inc. | 0.06% | Add +2.9% | 24,213 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -51.5% | 22,165 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.5% | 21,772 | $1.0M |
| American Investment Services, Inc. | 0.17% | Reduce -31.8% | 21,765 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.52% | Add +38.9% | 21,580 | $1.0M |
| Annapolis Financial Services, LLC | 0.29% | Reduce -15.6% | 20,551 | $981K |
| Ethos Financial Group, LLC | 0.16% | Add +5.8% | 20,454 | $976K |
| Barry Investment Advisors, LLC | 0.29% | Add +21.0% | 19,971 | $953K |
| Invst, LLC | 0.11% | Add +29.0% | 19,760 | $943K |
| Vestia Personal Wealth Advisors | 0.86% | Add +29.0% | 19,072 | $911K |
| BetterWealth, LLC | 0.27% | New | 18,912 | $903K |
| Elevate Wealth Advisory, Inc. | 0.66% | Reduce -9.4% | 18,693 | $892K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.4% | 17,831 | $851K |
| USAdvisors Wealth Management, LLC | 0.30% | Reduce -9.4% | 17,799 | $850K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -4.0% | 17,624 | $842K |
| Porter White Investment Advisors, Inc. | 0.39% | Add +1.4% | 16,161 | $772K |
| Forthright Family Wealth Advisory LLC | 0.48% | Reduce -10.0% | 15,672 | $744K |
| Copperleaf Capital, LLC | 0.55% | Add +42.4% | 15,106 | $721K |
| Nwam LLC | 0.04% | Add +4.3% | 14,676 | $701K |
| Jane Street Group, LLC | 0.00% | Reduce -96.6% | 14,154 | $676K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.0% | 14,117 | $674K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.5% | 13,546 | $647K |
| Blossom Wealth Management | 1.30% | Add +6.1% | 13,477 | $643K |
| Glass Jacobson Investment Advisors llc | 0.21% | Reduce -0.0% | 13,397 | $640K |
| Core Wealth Management, Inc. | 0.26% | No change | 13,444 | $632K |
| Two West Capital Advisors LLC | 0.51% | Add +26.0% | 13,199 | $630K |
| Spinnaker Investment Group, LLC | 0.15% | Reduce -1.2% | 12,983 | $620K |
| HFG Wealth Management, LLC | 0.39% | No change | 13,005 | $611K |
| WMS Partners, LLC | 0.03% | Add +0.5% | 12,246 | $585K |
| Brown Advisory Inc. | 0.00% | New | 11,528 | $550K |
| Geometric Wealth Advisors | 0.10% | Reduce -12.3% | 10,976 | $524K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.1% | 10,204 | $482K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.6% | 10,086 | $482K |
| Austin Asset Management Co Inc | 0.10% | Add +12.2% | 10,015 | $478K |
| TAGStone Capital, Inc. | 0.24% | Reduce -2.9% | 9,972 | $476K |
| Cerity Partners LLC | 0.00% | Reduce -2.6% | 9,936 | $474K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.5% | 9,919 | $474K |
| Straight Path Wealth Management | 0.20% | Reduce -91.3% | 9,518 | $454K |
| WorthPointe, LLC | 0.19% | Add +35.4% | 9,469 | $452K |
| Cedrus LLC | 0.16% | New | 9,151 | $437K |
| Pinnacle Family Advisors, LLC | 0.22% | Add +8.4% | 9,082 | $434K |
| Kathleen S. Wright Associates Inc. | 0.17% | Add +33.0% | 8,868 | $423K |
| Shearwater Capital LLC | 0.28% | No change | 8,570 | $409K |
| Savvy Advisors, Inc. | 0.08% | Add +77.6% | 8,490 | $405K |
| Dixon Fnancial Services, Inc. | 0.21% | Add +17.9% | 8,426 | $402K |
| Lam Group, Inc. | 0.26% | Reduce -17.9% | 7,830 | $374K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -10.3% | 7,764 | $371K |
| Financial Symmetry Inc | 0.25% | Add +1.0% | 7,415 | $354K |
| Geneos Wealth Management Inc. | 0.01% | Add +2398.6% | 7,371 | $352K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.2% | 7,280 | $348K |
| Stewardship Advisors, LLC | 0.10% | New | 7,135 | $341K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,000 | $334K |
| Hilltop Holdings Inc. | 0.02% | No change | 6,862 | $328K |
| Kraft Asset Management, LLC | 0.25% | New | 6,806 | $325K |
| Citigroup Inc. | 0.00% | New | 6,794 | $324K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +9.8% | 6,793 | $324K |
| Intrepid Financial Planning Group LLC | 0.14% | Reduce -1.6% | 6,605 | $315K |
| Cambridge Capital Management, LLC | 0.21% | New | 6,553 | $313K |
| Matisse Capital | 0.15% | No change | 6,500 | $310K |
| TCFG Wealth Management, LLC | 0.15% | — | 6,083 | $290K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,081 | $290K |
| Seaside Wealth Management, Inc. | 0.11% | Add +5.5% | 5,907 | $282K |
| Aspen Wealth Management LLC | 0.08% | Add +10.3% | 5,661 | $270K |
| Earned Wealth Advisors, LLC | 0.08% | Reduce -8.1% | 5,375 | $257K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 5,318 | $254K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -4.4% | 5,105 | $244K |
| Abel Hall, LLC | 0.15% | Add +0.6% | 4,954 | $237K |
| Concorde Asset Management, LLC | 0.13% | Reduce -16.3% | 4,748 | $227K |
| Selective Wealth Management, Inc. | 0.09% | No change | 4,703 | $224K |
| B&D White Capital Company, LLC | 0.04% | Reduce -1.3% | 4,645 | $222K |
| Silver Oak Securities, Incorporated | 0.02% | Add +12.4% | 4,607 | $220K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,505 | $214K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 4,430 | $211K |
| Townsquare Capital LLC | 0.00% | Reduce -32.4% | 4,315 | $206K |
| Builder Investment Group Inc. | 0.05% | New | 4,225 | $202K |
| AE Wealth Management LLC | 0.00% | New | 4,195 | $200K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -12.0% | 3,637 | $174K |
| Wells Fargo & Company | 0.00% | Add +1093.0% | 3,400 | $162K |
| Aspect Partners, LLC | 0.08% | New | 3,065 | $146K |
| Comerica Bank | 0.00% | No change | 2,943 | $140K |
| Principal Securities, Inc. | 0.00% | No change | 2,175 | $104K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,032 | $97K |
| AdvisorNet Financial, Inc | 0.00% | Add +21.3% | 1,301 | $62K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.7% | 1,262 | $60K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $48K |
| GeoWealth Management, LLC | 0.00% | Add +1788.6% | 831 | $40K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -9.6% | 765 | $37K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $35K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.0% | 629 | $30K |
| MilWealth Group LLC | 0.01% | No change | 581 | $28K |
| DecisionPoint Financial, LLC | 0.01% | No change | 486 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 220 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 216 | $10K |
| Coston, McIsaac & Partners | 0.00% | New | 209 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 9 | $430 |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.