Dimensional Short DurationDFSDETF
13F holders, Q4 2024 (December 31)323holders +74
36new positions
5sold out
3famous investors
$46.91avg. 13F price*
At the end of Q4 2024, 323 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 74 from Q3 2024. 36 opened new positions and 5 sold out. The largest holders were Essential Planning, LLC. ($197.2M), Focus Partners Wealth ($156.6M) and Focus Partners Advisor Solutions, LLC ($139.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $65.2M |
| Exits | 5 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 13,535,897 shares bought and 1,028,964 shares sold, net +12,506,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Essential Planning, LLC. | 1.28% | Add +6120.7% | 4,168,547 | $197.2M |
| Focus Partners Wealth | 0.41% | Add +24.1% | 3,339,831 | $156.6M |
| Focus Partners Advisor Solutions, LLC | 2.36% | Add +47.2% | 2,978,368 | $139.6M |
| OneDigital Investment Advisors LLC | 1.47% | Add +13.4% | 2,712,839 | $127.2M |
| Beaird Harris Wealth Management, LLC | 10.49% | Add +4.1% | 2,590,708 | $121.5M |
| Savant Capital, LLC | 0.85% | Add +39.3% | 2,308,782 | $108.2M |
| Planning Center, Inc. | 12.18% | Add +1.7% | 2,047,397 | $96.0M |
| DiNuzzo Private Wealth, Inc. | 11.57% | Reduce -2.5% | 1,949,760 | $91.4M |
| HighTower Advisors, LLC | 0.11% | Add +3.8% | 1,698,370 | $79.6M |
| Apella Capital, LLC | 3.01% | Add +57.3% | 1,671,180 | $78.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.1% | 1,403,944 | $65.8M |
| Assetmark, Inc. | 0.17% | Reduce -1.3% | 1,315,142 | $61.7M |
| Phillips Financial Management, LLC | 4.53% | Add +43.0% | 1,229,932 | $57.7M |
| Great Waters Wealth Management | 7.36% | Add +12.2% | 1,223,345 | $57.4M |
| Market Street Wealth Management Advisors LLC | 8.98% | Add +3.1% | 1,140,839 | $53.5M |
| WPWealth LLP | 10.05% | Add +6.3% | 1,049,444 | $49.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.7% | 938,226 | $44.0M |
| Ruedi Wealth Management, Inc. | 13.04% | Add +47.5% | 880,955 | $41.3M |
| Rather & Kittrell, Inc. | 9.44% | Add +17.3% | 857,012 | $40.2M |
| Root Financial Partners, LLC | 4.70% | Add +43.0% | 809,302 | $37.9M |
| Altiora Financial Group, LLC | 7.95% | Add +6.2% | 779,421 | $36.5M |
| Elser Financial Planning, Inc | 1.99% | New | 709,717 | $33.3M |
| RAM Investment Partners, LLC | 7.43% | Add +10.3% | 644,994 | $30.2M |
| Diversified Portfolios, Inc. | 2.88% | Add +33.9% | 563,958 | $26.4M |
| Mattern Wealth Management LLC | 5.76% | Add +1.4% | 556,565 | $26.1M |
| Curio Wealth, LLC | 13.83% | — | 548,616 | $25.7M |
| Sterling Wealth Advisors Inc | 18.70% | — | 508,557 | $23.8M |
| Hippocratic Financial Advisors, LLC | 15.88% | — | 487,246 | $22.8M |
| Grunden Financial Advisory, Inc. | 10.99% | Add +6.1% | 485,441 | $22.8M |
| RFG Advisory, LLC | 0.63% | Add +5.9% | 477,757 | $22.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.98% | Add +11.1% | 469,764 | $22.0M |
| Great Oak Capital Partners, LLC | 6.99% | Add +22.5% | 447,614 | $20.9M |
| Park Avenue Securities LLC | 0.21% | Add +2.2% | 439,220 | $20.6M |
| Sax Wealth Advisors, LLC | 1.57% | Reduce -21.7% | 428,894 | $20.1M |
| Valued Wealth Advisors LLC | 12.11% | Add +14.8% | 412,283 | $19.3M |
| McIlrath & Eck, LLC | 2.45% | Add +74.1% | 410,508 | $19.2M |
| Bank of America Corp. | 0.00% | Add +24.3% | 399,520 | $18.7M |
| Jackson Thornton Wealth Management, LLC | 2.26% | Add +18.2% | 381,296 | $17.9M |
| Legacy Financial Group, Inc. | 5.72% | Add +6.5% | 378,622 | $17.7M |
| Verisail Partners, LLC | 7.94% | — | 361,752 | $17.0M |
| David Wealth Management LLC | 13.65% | — | 352,505 | $16.5M |
| SJS Investment Consulting Inc. | 2.84% | Add +6.9% | 350,883 | $16.4M |
| Onyx Financial Advisors, LLC | 8.44% | Add +2.3% | 328,160 | $15.4M |
| Allegiance Financial Group Advisory Services LLC | 4.75% | Add +12.1% | 312,814 | $14.7M |
| Vestment Financial LLC | 11.19% | — | 312,418 | $14.6M |
| Signature Resources Capital Management, LLC | 12.94% | Add +12.5% | 309,254 | $14.5M |
| Waverly Advisors, LLC | 0.22% | Reduce -4.5% | 306,895 | $14.4M |
| IFP Advisors, Inc | 0.46% | Add +85.6% | 298,482 | $14.0M |
| SageOak Financial, LLC | 12.70% | — | 296,521 | $13.9M |
| Integrated Wealth Concepts LLC | 0.16% | Add +30.2% | 292,370 | $13.7M |
| Client 1ST Advisory Group, LLC | 5.27% | Add +6.8% | 292,358 | $13.7M |
| Northwest Wealth Management, LLC | 2.82% | Add +90.9% | 284,233 | $13.3M |
| Wolfstich Capital, LLC | 11.67% | — | 280,676 | $13.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.04% | Add +26.2% | 274,337 | $12.9M |
| Renaissance Technologies | 0.02% | Reduce -31.4% | 269,672 | $12.6M |
| Vestmark Advisory Solutions, Inc. | 0.43% | Add +0.0% | 264,448 | $12.4M |
| Allworth Financial LP | 0.07% | Add +113.4% | 263,224 | $12.4M |
| BCU Wealth Advisors, LLC | 6.96% | Add +19.4% | 259,994 | $12.2M |
| BCO Wealth Management LLC | 9.93% | — | 254,641 | $11.9M |
| SC&H Financial Advisors, Inc. | 2.47% | Add +38.8% | 254,633 | $11.9M |
| One Degree Advisors Inc | 4.84% | Add +3.2% | 252,180 | $11.9M |
| Hemington Wealth Management | 2.84% | Add +20.6% | 240,739 | $11.3M |
| Oceanside Advisors LLC | 8.32% | Add +3.0% | 237,955 | $11.2M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +2.2% | 236,004 | $11.1M |
| LPL Financial LLC | 0.00% | Add +6.8% | 233,287 | $10.9M |
| Kondo Wealth Advisors, Inc. | 5.51% | — | 231,596 | $10.9M |
| Dravo Bay LLC | 5.13% | Add +5.5% | 225,833 | $10.6M |
| Pacific Asset Management, LLC | 9.93% | — | 225,321 | $10.6M |
| Factor Wealth Management LTD | 3.43% | — | 220,193 | $10.3M |
| Betterment LLC | 0.02% | Add +3.8% | 211,839 | $9.9M |
| Tillman Hartley LLC | 2.82% | Add +33.7% | 209,028 | $9.8M |
| Yardley Wealth Management LLC | 4.70% | Add +17.5% | 205,904 | $9.7M |
| Pine Harbor Wealth Management, LLC | 3.63% | Add +70.5% | 192,089 | $9.0M |
| Gradient Capital Advisors, LLC | 2.83% | Add +19.6% | 187,466 | $8.8M |
| Peirce Capital Management, LLC | 4.47% | Add +3.9% | 185,735 | $8.7M |
| RCS Financial Planning, LLC | 4.54% | Reduce -30.3% | 182,168 | $8.5M |
| Shira Ridge Wealth Management | 4.14% | Add +55.4% | 180,705 | $8.5M |
| FinDec Wealth Services, Inc. | 5.63% | Reduce -6.9% | 173,020 | $8.1M |
| Tru Independence Asset Management 2, LLC | 6.71% | Reduce -20.8% | 171,892 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +557.3% | 170,227 | $8.0M |
| Bay Harbor Wealth Management, LLC | 2.59% | Add +13.2% | 170,109 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +23.4% | 169,768 | $8.0M |
| Studio Investment Management LLC | 1.68% | New | 168,454 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.1% | 166,540 | $7.8M |
| CFS Investment Advisory Services, LLC | 0.67% | Add +1.6% | 158,746 | $7.4M |
| CPA Asset Management Group, LLC | 3.37% | Add +17.4% | 154,573 | $7.2M |
| Concord Wealth Partners | 1.18% | Reduce -1.3% | 153,715 | $7.2M |
| Sterling Wealth Management, Inc. | 2.63% | Add +15.4% | 151,785 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +41.0% | 147,758 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +1.6% | 147,030 | $6.9M |
| Tortoise Investment Management, LLC | 0.72% | Reduce -24.6% | 144,952 | $6.8M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -0.2% | 144,428 | $6.8M |
| Awm Capital, LLC | 0.83% | Add +25.4% | 144,292 | $6.8M |
| Family Wealth Partners, LLC | 3.15% | Add +20.6% | 141,404 | $6.6M |
| Heritage Investment Group, Inc. | 1.23% | Add +7.4% | 141,095 | $6.6M |
| Chicago Partners Investment Group LLC | 0.21% | Add +6.2% | 135,612 | $6.4M |
| AssuredPartners Investment Advisors, LLC | 1.23% | — | 134,557 | $6.3M |
| White Wing Wealth Management | 4.67% | Add +9.0% | 133,876 | $6.3M |
| Kooman & Associates | 2.22% | Add +2.8% | 130,582 | $6.1M |
| Citadel Advisors | 0.01% | New | 127,699 | $6.0M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.