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 |
| Burney Co./ | 0.21% | Reduce -16.2% | 125,800 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +8.4% | 124,285 | $5.8M |
| von Borstel & Associates, Inc. | 2.28% | Add +53.9% | 123,997 | $5.8M |
| Vantage Point Financial LLC | 2.96% | — | 117,324 | $5.5M |
| Friday Financial | 3.69% | — | 114,258 | $5.4M |
| Passive Capital Management, LLC. | 1.87% | Add +36.3% | 113,449 | $5.3M |
| Wheelhouse Advisory Group LLC | 3.13% | Add +138.6% | 112,318 | $5.3M |
| City State Bank | 1.82% | Add +130.9% | 109,964 | $5.2M |
| Parker Financial LLC | 2.50% | Add +31.3% | 110,247 | $5.1M |
| Lakeridge Wealth Management LLC | 2.57% | Add +54.4% | 105,942 | $5.0M |
| Cornerstone Management, Inc. | 0.96% | New | 105,507 | $4.9M |
| Disciplined Investments, LLC | 2.43% | Add +13.6% | 105,203 | $4.9M |
| Beta Wealth Group, Inc. | 2.06% | Add +9.0% | 99,549 | $4.7M |
| Farther Finance Advisors, LLC | 0.17% | Add +73.8% | 99,521 | $4.7M |
| Squire Investment Management Company, LLC | 1.99% | Add +28.6% | 96,447 | $4.5M |
| Diversify Wealth Management, LLC | 0.32% | Reduce -2.5% | 89,010 | $4.2M |
| Brady Martz Wealth Solutions, LLC | 1.00% | — | 88,288 | $4.1M |
| Babb Wealth Advisors LLC | 3.23% | — | 85,430 | $4.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +23.6% | 84,715 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +1.9% | 83,926 | $3.9M |
| Graves Light Lenhart Wealth, Inc. | 0.49% | Add +4.7% | 83,706 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.5% | 79,242 | $3.7M |
| Parkshore Wealth Management, Inc. | 2.18% | — | 77,217 | $3.6M |
| SwitchPoint Financial Planning, LLC | 3.45% | — | 76,825 | $3.6M |
| Parkworth Wealth Management, Inc. | 2.96% | — | 75,929 | $3.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.40% | Add +3.0% | 73,364 | $3.4M |
| FMB Wealth Management | 1.92% | Add +50.1% | 72,558 | $3.4M |
| Rockwood Wealth Management, LLC | 0.36% | Reduce -82.5% | 72,035 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.3% | 71,564 | $3.4M |
| Blue Oak Capital, LLC | 2.00% | — | 70,118 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +37.1% | 69,714 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +37.1% | 69,714 | $3.3M |
| Eclectic Associates Inc. | 0.96% | Add +128.3% | 69,375 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.8% | 68,665 | $3.2M |
| Foundation Wealth Management, LLC\PA | 1.56% | — | 68,631 | $3.2M |
| Keystone Financial Group, Inc. | 2.58% | — | 67,977 | $3.2M |
| Aerodigm Wealth, LLC | 1.87% | Add +42.3% | 66,774 | $3.1M |
| Arcadia Wealth Management, Inc. | 2.66% | — | 66,690 | $3.1M |
| Burk Holdings LLC | 2.40% | — | 63,418 | $3.0M |
| SageView Advisory Group, LLC | 0.13% | Add +2.0% | 62,843 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +11.0% | 62,540 | $2.9M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -5.0% | 61,465 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +13.7% | 59,488 | $2.8M |
| Vermillion & White Wealth Management Group, LLC | 2.03% | Add +6.4% | 58,814 | $2.8M |
| Acorn Wealth Advisors, LLC | 1.09% | Reduce -8.4% | 56,462 | $2.6M |
| Five Oceans Advisors | 1.21% | Add +105.8% | 56,168 | $2.6M |
| Pillar Financial Advisors, LLC | 2.01% | — | 55,894 | $2.6M |
| Meredith Wealth Planning | 1.17% | Add +15.6% | 55,785 | $2.6M |
| Maryland Capital Advisors Inc. | 1.17% | Reduce -0.0% | 53,842 | $2.5M |
| Archer Investment Management, LLC | 1.52% | — | 52,715 | $2.5M |
| TCI Wealth Advisors, Inc. | 0.20% | Add +554.2% | 50,795 | $2.4M |
| Narus Financial Partners, LLC | 0.79% | Add +39.9% | 49,547 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.1% | 47,148 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.74% | Add +14.3% | 45,930 | $2.2M |
| Aspire Private Capital, LLC | 0.54% | Add +7.1% | 46,200 | $2.2M |
| Solutions 4 Wealth, Ltd | 3.91% | Reduce -6.6% | 46,086 | $2.2M |
| Arcadia Wealth Management, LLC | 1.09% | Add +4.8% | 45,893 | $2.2M |
| Sowell Financial Services LLC | 0.11% | Reduce -5.3% | 43,868 | $2.1M |
| Hutchens & Kramer Investment Management Group, LLC | 1.10% | Reduce -6.2% | 43,415 | $2.0M |
| XY Planning Network, Inc. | 1.45% | — | 41,079 | $1.9M |
| AQR Capital Management | 0.00% | Add +43.6% | 40,786 | $1.9M |
| Claris Advisors, LLC / Mo / | 0.72% | Add +12.0% | 40,633 | $1.9M |
| Sutton Place Investors LLC | 1.08% | Reduce -0.9% | 39,758 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +23.0% | 39,554 | $1.9M |
| Kaufman Rossin Wealth, LLC | 1.91% | — | 39,510 | $1.9M |
| Forum Financial Management, LP | 0.03% | New | 38,093 | $1.8M |
| TCP Asset Management, LLC | 0.39% | Add +15.4% | 37,940 | $1.8M |
| CogentBlue Wealth Advisors, LLC | 1.56% | — | 37,684 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +27.6% | 37,265 | $1.7M |
| Shore Point Advisors, LLC | 0.93% | Add +9.3% | 37,045 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Add +50.2% | 36,738 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +155.2% | 36,120 | $1.7M |
| American Investment Services, Inc. | 0.30% | Add +65.9% | 36,114 | $1.7M |
| BOS Asset Management, LLC | 0.59% | Add +13.0% | 35,170 | $1.6M |
| Dopkins Wealth Management, LLC | 0.84% | New | 34,997 | $1.6M |
| PFG Advisors | 0.10% | Reduce -0.5% | 34,774 | $1.6M |
| DecisionMap Wealth Management, LLC | 1.28% | — | 34,520 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +380.2% | 33,614 | $1.6M |
| Aegis Wealth Management LLC | 1.05% | — | 33,208 | $1.6M |
| Samalin Investment Counsel, LLC | 0.66% | Add +1.6% | 32,518 | $1.5M |
| Safeguard Investment Advisory Group, LLC | 0.40% | Add +12.1% | 31,368 | $1.5M |
| PBMares Wealth Management LLC | 0.30% | Add +18.8% | 31,027 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.8% | 30,587 | $1.4M |
| Index Fund Advisors, Inc. | 0.08% | Add +26.3% | 30,580 | $1.4M |
| Cambridge Capital Management, LLC | 0.90% | Add +355.5% | 29,850 | $1.4M |
| Morris Financial Concepts, Inc. | 0.59% | Add +3.1% | 29,555 | $1.4M |
| Applied Capital LLC | 0.69% | Reduce -8.0% | 28,842 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Add +184.7% | 28,717 | $1.3M |
| Nautilus Advisors LLC | 1.06% | — | 28,389 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +3.1% | 27,656 | $1.3M |
| Quarry Hill Advisors, LLC | 0.83% | Add +7.4% | 26,434 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Add +81.0% | 25,555 | $1.2M |
| SpringVest Wealth Management LLC | 1.01% | — | 25,265 | $1.2M |
| Stratos Investment Management, LLC | 0.07% | New | 24,799 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.57% | Add +13.5% | 24,492 | $1.1M |
| Simplicity Wealth,LLC | 0.24% | Reduce -2.9% | 24,263 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.57% | Add +48.6% | 24,016 | $1.1M |
| BetterWealth, LLC | 0.31% | Add +25.5% | 23,739 | $1.1M |
| Invst, LLC | 0.13% | Add +19.4% | 23,593 | $1.1M |
| Barry Investment Advisors, LLC | 0.35% | Add +15.2% | 22,999 | $1.1M |
| Nova R Wealth, Inc. | 0.51% | New | 21,407 | $1.0M |
| Kraft Asset Management, LLC | 0.77% | Add +211.4% | 21,195 | $994K |
| Millstone Evans Group, LLC | 0.68% | — | 21,192 | $993K |
| Smartleaf Asset Management LLC | 0.10% | Add +18.8% | 20,935 | $982K |
| PrairieView Partners, LLC | 0.10% | New | 20,747 | $972K |
| Ethos Financial Group, LLC | 0.12% | Reduce -1.0% | 20,248 | $949K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.1% | 20,039 | $939K |
| Vestia Personal Wealth Advisors | 0.77% | Add +4.9% | 20,004 | $938K |
| Copperleaf Capital, LLC | 0.59% | Add +31.7% | 19,896 | $933K |
| Two West Capital Advisors LLC | 0.78% | Add +46.3% | 19,313 | $905K |
| Elevate Wealth Advisory, Inc. | 0.66% | No change | 18,693 | $876K |
| USAdvisors Wealth Management, LLC | 0.28% | Add +3.1% | 18,357 | $860K |
| Raymond James Financial Inc. | 0.00% | — | 17,898 | $839K |
| Wealthspire Advisors, LLC | 0.01% | New | 17,832 | $836K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.6% | 17,547 | $823K |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.5% | 17,410 | $816K |
| WorthPointe, LLC | 0.33% | Add +80.1% | 17,056 | $800K |
| Kathleen S. Wright Associates Inc. | 0.33% | Add +90.5% | 16,898 | $792K |
| Forthright Family Wealth Advisory LLC | 0.49% | Add +1.8% | 15,958 | $748K |
| Nwam LLC | 0.04% | Add +5.0% | 15,408 | $722K |
| Navigoe, LLC | 0.69% | — | 15,085 | $707K |
| TAGStone Capital, Inc. | 0.34% | Add +49.5% | 14,913 | $699K |
| B.O.S.S. Retirement Advisors, LLC | 0.19% | New | 14,702 | $689K |
| Blossom Wealth Management | 1.32% | Add +8.5% | 14,626 | $686K |
| HFG Wealth Management, LLC | 0.42% | Add +3.9% | 13,507 | $645K |
| Core Wealth Management, Inc. | 0.25% | Reduce -0.5% | 13,380 | $627K |
| Geometric Wealth Advisors | 0.11% | Add +19.1% | 13,069 | $613K |
| Spinnaker Investment Group, LLC | 0.15% | Reduce -0.1% | 12,963 | $608K |
| Glass Jacobson Investment Advisors llc | 0.20% | Reduce -4.0% | 12,862 | $603K |
| CLG LLC | 0.21% | — | 12,602 | $591K |
| Citigroup Inc. | 0.00% | Add +84.9% | 12,562 | $589K |
| Financial Symmetry Inc | 0.39% | Add +64.4% | 12,192 | $572K |
| Pinnacle Family Advisors, LLC | 0.27% | Add +33.3% | 12,108 | $568K |
| Capstone Wealth Management, LLC | 0.52% | — | 11,284 | $529K |
| IFG Advisory, LLC | 0.03% | New | 11,088 | $520K |
| WMS Partners, LLC | 0.03% | Reduce -11.9% | 10,788 | $506K |
| JDH Wealth Management, LLC | 0.44% | — | 10,692 | $501K |
| Cerity Partners LLC | 0.00% | Add +3.0% | 10,230 | $480K |
| Titleist Asset Management, LLC | 0.06% | New | 10,204 | $478K |
| Stewardship Advisors, LLC | 0.13% | Add +40.5% | 10,024 | $470K |
| Austin Asset Management Co Inc | 0.10% | No change | 10,015 | $470K |
| Dixon Fnancial Services, Inc. | 0.24% | Add +13.9% | 9,596 | $450K |
| Leading Edge Financial Planning LLC | 0.15% | New | 9,539 | $447K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.2% | 9,207 | $432K |
| Arax Advisory Partners | 0.03% | New | 9,151 | $429K |
| Straight Path Wealth Management | 0.17% | Reduce -6.0% | 8,952 | $420K |
| Shearwater Capital LLC | 0.27% | No change | 8,570 | $402K |
| Vermillion Wealth Management, Inc. | 0.20% | — | 8,534 | $400K |
| OMNI 360 Wealth, Inc. | 0.25% | New | 8,122 | $381K |
| Geneos Wealth Management Inc. | 0.01% | Add +8.4% | 7,989 | $375K |
| Lam Group, Inc. | 0.26% | Add +0.6% | 7,875 | $369K |
| Francis Financial, Inc. | 0.09% | New | 7,801 | $366K |
| Cary Street Partners Financial LLC | 0.01% | — | 7,773 | $364K |
| Live Oak Private Wealth LLC | 0.06% | New | 7,454 | $349K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.4% | 7,308 | $342K |
| Keb Asset Management, LLC | 0.10% | New | 7,168 | $336K |
| Savvy Advisors, Inc. | 0.04% | Reduce -17.4% | 7,009 | $329K |
| Cwm, LLC | 0.00% | Reduce -68.5% | 6,992 | $328K |
| Hilltop Holdings Inc. | 0.02% | No change | 6,862 | $322K |
| TCFG Wealth Management, LLC | 0.16% | Add +11.6% | 6,786 | $318K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 6,605 | $310K |
| Matisse Capital | 0.15% | No change | 6,500 | $305K |
| Main Street Financial Solutions, LLC | 0.03% | New | 6,064 | $284K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,055 | $284K |
| Seaside Wealth Management, Inc. | 0.10% | Add +1.9% | 6,022 | $282K |
| Comerica Bank | 0.00% | Add +101.9% | 5,943 | $279K |
| Coston, McIsaac & Partners | 0.08% | Add +2682.8% | 5,816 | $272K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,747 | $269K |
| Earned Wealth Advisors, LLC | 0.08% | No change | 5,375 | $252K |
| Silver Oak Securities, Incorporated | 0.02% | Add +15.7% | 5,328 | $250K |
| Wealth Advisors Northwest LLC | 0.16% | — | 5,126 | $240K |
| Plancorp, LLC | 0.01% | New | 4,904 | $230K |
| Foster Group, Inc. | 0.01% | Reduce -85.3% | 4,811 | $226K |
| Concorde Asset Management, LLC | 0.12% | Add +0.5% | 4,773 | $224K |
| Selective Wealth Management, Inc. | 0.09% | No change | 4,703 | $220K |
| Warburton Capital Management, LLC | 0.16% | — | 4,589 | $215K |
| Merit Financial Group, LLC | 0.00% | New | 4,511 | $211K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,505 | $211K |
| Poinciana Advisors Group, LLC | 0.21% | — | 4,498 | $211K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -26.0% | 4,498 | $211K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 4,430 | $208K |
| Builder Investment Group Inc. | 0.06% | Add +3.9% | 4,389 | $206K |
| Abel Hall, LLC | 0.13% | Reduce -12.4% | 4,338 | $203K |
| Aspen Wealth Management LLC | 0.06% | Reduce -23.7% | 4,317 | $202K |
| Brown Advisory Inc. | 0.00% | Reduce -62.7% | 4,300 | $202K |
| MilWealth Group LLC | 0.05% | Add +636.1% | 4,277 | $201K |
| Morgan Stanley | 0.00% | New | 4,241 | $199K |
| AE Wealth Management LLC | 0.00% | Reduce -8.2% | 3,853 | $181K |
| Aspect Partners, LLC | 0.08% | No change | 3,065 | $144K |
| Pinney & Scofield, Inc. | 0.10% | — | 2,813 | $132K |
| Principal Securities, Inc. | 0.00% | Add +5.1% | 2,286 | $107K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.1% | 2,074 | $97K |
| Prudent Man Investment Management, Inc. | 0.05% | — | 1,839 | $86K |
| AdvisorNet Financial, Inc | 0.01% | Add +31.4% | 1,710 | $80K |
| Global Retirement Partners, LLC | 0.00% | Add +30.7% | 1,650 | $77K |
| Jones Financial Companies LLLP | 0.00% | Add +64.0% | 1,640 | $77K |
| Wells Fargo & Company | 0.00% | Reduce -52.7% | 1,608 | $75K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,276 | $60K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,190 | $56K |
| Parallel Advisors, LLC | 0.00% | New | 860 | $40K |
| GeoWealth Management, LLC | 0.00% | Add +1.4% | 843 | $40K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $35K |
| Red Lighthouse Investment Management, LLC | 0.01% | New | 729 | $34K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -9.7% | 691 | $32K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -12.1% | 553 | $26K |
| Rialto Wealth Management, LLC | 0.01% | — | 552 | $26K |
| Orion Capital Management LLC | 0.01% | New | 522 | $24K |
| DecisionPoint Financial, LLC | 0.01% | No change | 486 | $23K |
| Harbour Investments, Inc. | 0.00% | Add +77.3% | 383 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -92.0% | 290 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 286 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -95.4% | 237 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 220 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 210 | $10K |
| Kestra Investment Management, LLC | 0.00% | New | 190 | $9K |
| UBS Group AG | 0.00% | New | 183 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 135 | $6K |
| Nemes Rush Group LLC | 0.00% | New | 126 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 71 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 53 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 9 | $422 |
| FMR LLC | 0.00% | New | 2 | $94 |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.