Dimensional Short DurationDFSDETF
13F holders, Q1 2025 (March 31)339holders +16
31new positions
18sold out
3famous investors
$47.89avg. 13F price*
At the end of Q1 2025, 339 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 16 from Q4 2024. 31 opened new positions and 18 sold out. The largest holders were Focus Partners Wealth ($172.5M), Focus Partners Advisor Solutions, LLC ($165.5M) and Savant Capital, LLC ($141.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $36.6M |
| Exits | 18 | $36.5M |
All 13F filers, Q4 2024 → Q1 2025: 8,594,667 shares bought and 6,394,344 shares sold, net +2,200,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| Focus Partners Wealth | 0.43% | Add +8.7% | 3,630,430 | $172.5M |
| Focus Partners Advisor Solutions, LLC | 2.52% | Add +17.0% | 3,483,685 | $165.5M |
| Savant Capital, LLC | 1.19% | Add +28.6% | 2,968,316 | $141.1M |
| OneDigital Investment Advisors LLC | 1.64% | Add +7.6% | 2,917,879 | $138.7M |
| Apella Capital, LLC | 4.39% | Add +61.2% | 2,694,401 | $127.8M |
| Beaird Harris Wealth Management, LLC | 10.65% | Add +1.7% | 2,635,580 | $125.2M |
| Planning Center, Inc. | 12.74% | Add +10.6% | 2,265,253 | $107.6M |
| DiNuzzo Private Wealth, Inc. | 11.67% | Add +0.1% | 1,951,467 | $92.7M |
| HighTower Advisors, LLC | 0.11% | Add +4.2% | 1,770,257 | $84.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.2% | 1,477,213 | $70.2M |
| Phillips Financial Management, LLC | 4.84% | Add +7.2% | 1,318,522 | $62.7M |
| Assetmark, Inc. | 0.17% | Reduce -3.0% | 1,275,121 | $60.6M |
| Great Waters Wealth Management | 7.84% | Reduce -2.8% | 1,189,286 | $56.5M |
| Market Street Wealth Management Advisors LLC | 9.27% | Add +0.7% | 1,148,337 | $54.6M |
| Root Financial Partners, LLC | 5.50% | Add +34.2% | 1,085,893 | $51.6M |
| WPWealth LLP | 10.03% | Add +1.9% | 1,069,282 | $50.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +3.2% | 967,975 | $46.0M |
| Altiora Financial Group, LLC | 9.37% | Add +19.0% | 927,418 | $44.1M |
| Rather & Kittrell, Inc. | 9.47% | Add +7.2% | 918,398 | $43.6M |
| Ruedi Wealth Management, Inc. | 13.26% | Add +1.3% | 891,971 | $42.4M |
| Diversified Portfolios, Inc. | 4.13% | Add +46.4% | 825,569 | $39.2M |
| RAM Investment Partners, LLC | 8.12% | Add +7.3% | 691,752 | $32.9M |
| Mattern Wealth Management LLC | 6.09% | Add +4.1% | 579,477 | $27.5M |
| McIlrath & Eck, LLC | 3.29% | Add +37.5% | 564,285 | $26.8M |
| Hemington Wealth Management | 4.11% | Add +131.8% | 557,941 | $26.5M |
| Curio Wealth, LLC | 13.58% | Reduce -99.9% | 394 | $26.1M |
| Hippocratic Financial Advisors, LLC | 14.86% | Add +7.8% | 525,264 | $25.0M |
| Sterling Wealth Advisors Inc | 19.23% | Add +3.2% | 525,014 | $24.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.73% | Add +8.2% | 508,190 | $24.1M |
| Grunden Financial Advisory, Inc. | 11.51% | Add +2.7% | 498,728 | $23.7M |
| Park Avenue Securities LLC | 0.27% | Add +3.3% | 453,675 | $21.6M |
| Integrity Alliance, Llc. | 0.84% | New | 446,583 | $21.2M |
| Great Oak Capital Partners, LLC | 6.99% | No change | 447,614 | $20.9M |
| Valued Wealth Advisors LLC | 12.27% | Add +4.4% | 430,243 | $20.4M |
| Bank of America Corp. | 0.00% | Add +6.9% | 426,937 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +181.1% | 415,278 | $19.7M |
| Jackson Thornton Wealth Management, LLC | 2.48% | Add +3.3% | 393,778 | $18.7M |
| Sax Wealth Advisors, LLC | 1.34% | Reduce -8.3% | 393,522 | $18.7M |
| Legacy Financial Group, Inc. | 5.97% | Add +3.4% | 391,429 | $18.6M |
| SageOak Financial, LLC | 15.92% | Add +27.5% | 377,959 | $18.0M |
| Verisail Partners, LLC | 8.08% | Add +2.0% | 368,967 | $17.5M |
| Renaissance Technologies | 0.03% | Add +35.7% | 365,900 | $17.4M |
| SJS Investment Consulting Inc. | 2.93% | Add +2.9% | 361,113 | $17.2M |
| Allegiance Financial Group Advisory Services LLC | 5.08% | Add +12.4% | 351,693 | $16.7M |
| Osaic Holdings, Inc. | 0.04% | Add +411.0% | 350,864 | $16.7M |
| Northwest Wealth Management, LLC | 3.30% | Add +22.8% | 349,073 | $16.6M |
| Onyx Financial Advisors, LLC | 8.77% | Add +6.3% | 348,751 | $16.6M |
| David Wealth Management LLC | 13.86% | Reduce -1.1% | 348,536 | $16.6M |
| Signature Resources Capital Management, LLC | 13.61% | Add +7.7% | 332,902 | $15.8M |
| Vestment Financial LLC | 11.31% | Add +6.0% | 331,323 | $15.8M |
| Integrated Wealth Concepts LLC | 0.18% | Add +8.7% | 317,897 | $15.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +78.9% | 304,608 | $14.5M |
| Waverly Advisors, LLC | 0.18% | Reduce -0.9% | 304,093 | $14.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.11% | Add +7.9% | 295,888 | $14.1M |
| Client 1ST Advisory Group, LLC | 5.37% | Reduce -0.7% | 290,288 | $13.8M |
| Allworth Financial LP | 0.08% | Add +7.7% | 283,579 | $13.5M |
| Wolfstich Capital, LLC | 12.06% | No change | 280,676 | $13.3M |
| Tillman Hartley LLC | 3.82% | Add +32.2% | 276,324 | $13.1M |
| BCO Wealth Management LLC | 10.29% | Add +8.5% | 276,251 | $13.1M |
| Vestmark Advisory Solutions, Inc. | 0.33% | Add +3.2% | 272,980 | $13.0M |
| BCU Wealth Advisors, LLC | 6.71% | Add +4.4% | 271,479 | $12.9M |
| SC&H Financial Advisors, Inc. | 2.51% | Add +5.3% | 268,071 | $12.7M |
| IFP Advisors, Inc | 0.39% | Reduce -10.6% | 266,740 | $12.7M |
| Pacific Asset Management, LLC | 10.96% | Add +14.3% | 257,495 | $12.2M |
| LPL Financial LLC | 0.00% | Add +9.9% | 256,502 | $12.2M |
| Oceanside Advisors LLC | 8.82% | Add +7.8% | 256,456 | $12.2M |
| One Degree Advisors Inc | 5.01% | Add +1.5% | 255,921 | $12.2M |
| Kondo Wealth Advisors, Inc. | 5.86% | Add +8.1% | 250,243 | $11.9M |
| Factor Wealth Management LTD | 3.58% | Add +11.3% | 245,025 | $11.6M |
| Dynamic Advisor Solutions LLC | 0.37% | Add +1.4% | 239,196 | $11.4M |
| Studio Investment Management LLC | 2.18% | Add +31.9% | 222,279 | $10.6M |
| Betterment LLC | 0.02% | Add +3.3% | 218,719 | $10.4M |
| Dravo Bay LLC | 5.45% | Reduce -4.2% | 216,391 | $10.3M |
| Farther Finance Advisors, LLC | 0.25% | Add +109.2% | 208,172 | $9.9M |
| Gradient Capital Advisors, LLC | 3.22% | Add +10.7% | 207,597 | $9.9M |
| Wheelhouse Advisory Group LLC | 5.54% | Add +81.9% | 204,306 | $9.7M |
| Pine Harbor Wealth Management, LLC | 3.75% | Add +2.6% | 197,003 | $9.4M |
| Yardley Wealth Management LLC | 5.18% | Reduce -10.1% | 185,156 | $8.8M |
| RCS Financial Planning, LLC | 4.64% | Add +1.5% | 184,827 | $8.8M |
| Shira Ridge Wealth Management | 4.18% | Reduce -2.3% | 176,593 | $8.4M |
| Bay Harbor Wealth Management, LLC | 2.60% | Add +1.8% | 173,168 | $8.2M |
| Peirce Capital Management, LLC | 4.06% | Reduce -7.0% | 172,668 | $8.2M |
| Passive Capital Management, LLC. | 2.56% | Add +50.2% | 170,356 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.5% | 168,928 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 166,709 | $7.9M |
| Concord Wealth Partners | 1.29% | Add +7.2% | 164,761 | $7.8M |
| von Borstel & Associates, Inc. | 2.29% | Add +30.2% | 161,394 | $7.7M |
| CPA Asset Management Group, LLC | 3.32% | Add +2.7% | 158,742 | $7.5M |
| Brady Martz Wealth Solutions, LLC | 1.68% | Add +76.8% | 156,070 | $7.4M |
| Family Wealth Partners, LLC | 3.32% | Add +8.2% | 152,966 | $7.3M |
| Tru Independence Asset Management 2, LLC | 5.34% | Reduce -12.6% | 150,307 | $7.1M |
| Chicago Partners Investment Group LLC | 0.24% | Add +9.6% | 148,626 | $7.1M |
| Corient Private Wealth LP | 0.01% | Add +0.6% | 147,859 | $7.0M |
| Pure Financial Advisors, LLC | 0.14% | Add +0.6% | 145,260 | $6.9M |
| AssuredPartners Investment Advisors, LLC | 1.33% | Add +7.6% | 144,810 | $6.9M |
| Tortoise Investment Management, LLC | 0.72% | Reduce -0.3% | 144,574 | $6.9M |
| Awm Capital, LLC | 0.80% | Reduce -0.1% | 144,145 | $6.8M |
| City State Bank | 2.25% | Add +30.6% | 143,641 | $6.8M |
| CFS Investment Advisory Services, LLC | 0.60% | Reduce -10.8% | 141,527 | $6.7M |
| Heritage Investment Group, Inc. | 1.26% | Add +0.0% | 141,137 | $6.7M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.