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 |
| Jane Street Group, LLC | 0.01% | Add +290.0% | 140,878 | $6.7M |
| Friday Financial | 3.85% | Add +18.3% | 135,161 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +8.0% | 134,177 | $6.4M |
| Eclectic Associates Inc. | 1.70% | Add +92.0% | 133,170 | $6.3M |
| Nova R Wealth, Inc. | 3.10% | Add +515.2% | 131,696 | $6.3M |
| Vantage Point Financial LLC | 3.05% | Add +8.7% | 127,563 | $6.1M |
| Vermillion & White Wealth Management Group, LLC | 4.38% | Add +116.6% | 127,404 | $6.1M |
| Kooman & Associates | 2.18% | Reduce -4.2% | 125,168 | $5.9M |
| New Dimensions Wealth Management, LLC | 5.79% | — | 121,914 | $5.8M |
| Parker Financial LLC | 2.75% | Add +9.3% | 120,489 | $5.7M |
| Citadel Advisors | 0.01% | Reduce -7.9% | 117,567 | $5.6M |
| Simplicity Wealth,LLC | 0.43% | Add +379.3% | 116,297 | $5.5M |
| Burney Co./ | 0.19% | Reduce -11.7% | 111,137 | $5.3M |
| Disciplined Investments, LLC | 2.41% | Add +4.9% | 110,328 | $5.2M |
| Lakeridge Wealth Management LLC | 2.60% | Add +3.4% | 109,536 | $5.2M |
| Squire Investment Management Company, LLC | 2.12% | Add +11.0% | 107,085 | $5.1M |
| Parkshore Wealth Management, Inc. | 2.94% | Add +37.9% | 106,478 | $5.1M |
| Blue Oak Capital, LLC | 2.77% | Add +50.8% | 105,739 | $5.0M |
| Cornerstone Management, Inc. | 0.94% | No change | 105,507 | $5.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +19.3% | 101,075 | $4.8M |
| FMB Wealth Management | 2.58% | Add +35.1% | 98,026 | $4.7M |
| RFG Advisory, LLC | 0.12% | Reduce -79.7% | 96,894 | $4.6M |
| White Wing Wealth Management | 3.53% | Reduce -28.8% | 95,261 | $4.5M |
| Essential Planning, LLC. | 1.82% | Reduce -97.7% | 95,124 | $4.5M |
| Binnacle Investments Inc | 3.22% | — | 92,879 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Add +9.3% | 91,774 | $4.4M |
| Arcadia Wealth Management, Inc. | 3.28% | Add +32.7% | 88,516 | $4.2M |
| Beta Wealth Group, Inc. | 1.49% | Reduce -12.3% | 87,320 | $4.1M |
| Graves Light Lenhart Wealth, Inc. | 0.50% | Add +2.7% | 86,002 | $4.1M |
| Diversify Wealth Management, LLC | 0.30% | Reduce -5.4% | 84,211 | $4.0M |
| Babb Wealth Advisors LLC | 3.15% | Reduce -3.2% | 82,680 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +16.9% | 81,477 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +16.9% | 81,477 | $3.9M |
| Keystone Financial Group, Inc. | 2.71% | Add +18.9% | 80,812 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.7% | 80,635 | $3.8M |
| Burk Holdings LLC | 2.89% | Add +26.8% | 80,436 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 80,114 | $3.8M |
| Parkworth Wealth Management, Inc. | 3.04% | Add +5.4% | 80,062 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +22.0% | 76,275 | $3.6M |
| SwitchPoint Financial Planning, LLC | 3.44% | Reduce -0.8% | 76,208 | $3.6M |
| Aerodigm Wealth, LLC | 1.99% | Add +12.7% | 75,251 | $3.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.45% | Add +2.4% | 75,087 | $3.5M |
| Acorn Wealth Advisors, LLC | 1.47% | Add +31.6% | 74,302 | $3.5M |
| PrairieView Partners, LLC | 0.35% | Add +237.8% | 70,074 | $3.3M |
| SageView Advisory Group, LLC | 0.13% | Add +0.1% | 62,928 | $3.0M |
| Meredith Wealth Planning | 1.27% | Add +8.8% | 60,712 | $2.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -2.9% | 59,681 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.5% | 59,206 | $2.8M |
| Foundation Wealth Management, LLC\PA | 1.32% | Reduce -15.2% | 58,203 | $2.8M |
| TCI Wealth Advisors, Inc. | 0.21% | Add +11.1% | 56,434 | $2.7M |
| Hartmann Taylor Wealth Management, LLC | 2.40% | — | 56,415 | $2.7M |
| Narus Financial Partners, LLC | 0.91% | Add +13.2% | 56,100 | $2.7M |
| Maryland Capital Advisors Inc. | 1.13% | No change | 53,842 | $2.6M |
| Five Oceans Advisors | 1.20% | Reduce -6.3% | 52,642 | $2.5M |
| Aspire Private Capital, LLC | 0.62% | Add +13.8% | 52,599 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +38.9% | 51,752 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.7% | 51,699 | $2.5M |
| Strategic Investment Solutions, Inc. | 0.71% | Add +12.4% | 51,616 | $2.5M |
| XY Planning Network, Inc. | 1.63% | Add +25.6% | 51,579 | $2.5M |
| AQR Capital Management | 0.00% | Add +26.2% | 51,462 | $2.4M |
| Archer Investment Management, LLC | 1.67% | Reduce -3.6% | 50,789 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +178.5% | 49,850 | $2.4M |
| Rockwood Wealth Management, LLC | 0.24% | Reduce -31.0% | 49,721 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.36% | Add +35.1% | 49,617 | $2.4M |
| Arcadia Wealth Management, LLC | 1.09% | Add +0.9% | 46,331 | $2.2M |
| BOS Asset Management, LLC | 0.74% | Add +28.9% | 45,349 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Add +0.6% | 44,120 | $2.1M |
| Pillar Financial Advisors, LLC | 1.56% | Reduce -21.2% | 44,055 | $2.1M |
| Claris Advisors, LLC / Mo / | 0.78% | Add +8.3% | 43,996 | $2.1M |
| Porter White Investment Advisors, Inc. | 0.99% | Add +75.9% | 42,247 | $2.0M |
| Shore Point Advisors, LLC | 1.06% | Add +13.6% | 42,076 | $2.0M |
| TCP Asset Management, LLC | 0.44% | Add +10.2% | 41,814 | $2.0M |
| Solutions 4 Wealth, Ltd | 3.50% | Reduce -9.4% | 41,768 | $2.0M |
| Hutchens & Kramer Investment Management Group, LLC | 1.09% | Reduce -4.0% | 41,689 | $2.0M |
| CogentBlue Wealth Advisors, LLC | 1.71% | Add +8.7% | 40,961 | $1.9M |
| Tassel Capital Management, Inc. | 1.69% | New | 40,561 | $1.9M |
| Dopkins Wealth Management, LLC | 0.98% | Add +15.6% | 40,438 | $1.9M |
| Mills Wealth Advisors LLC | 1.02% | New | 40,423 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.7% | 40,240 | $1.9M |
| Sutton Place Investors LLC | 1.28% | Add +1.0% | 40,167 | $1.9M |
| Invst, LLC | 0.25% | Add +64.8% | 38,872 | $1.8M |
| Live Oak Private Wealth LLC | 0.30% | Add +416.2% | 38,480 | $1.8M |
| American Investment Services, Inc. | 0.32% | Add +5.9% | 38,230 | $1.8M |
| PBMares Wealth Management LLC | 0.35% | Add +17.8% | 36,562 | $1.7M |
| Aspen Capital Management, LLC | 0.56% | — | 36,550 | $1.7M |
| Citigroup Inc. | 0.00% | Add +182.1% | 35,441 | $1.7M |
| PFG Advisors | 0.09% | Reduce -2.0% | 34,086 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +0.6% | 33,814 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +10.1% | 33,667 | $1.6M |
| Aegis Wealth Management LLC | 0.93% | Add +0.8% | 33,458 | $1.6M |
| Safeguard Investment Advisory Group, LLC | 0.43% | Add +6.6% | 33,452 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +21.0% | 33,454 | $1.6M |
| Kaufman Rossin Wealth, LLC | 1.13% | Reduce -15.5% | 33,380 | $1.6M |
| Samalin Investment Counsel, LLC | 0.64% | Add +0.9% | 32,823 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +13.2% | 32,501 | $1.5M |
| Cambridge Capital Management, LLC | 0.96% | Add +6.8% | 31,865 | $1.5M |
| SpringVest Wealth Management LLC | 1.24% | Add +24.8% | 31,519 | $1.5M |
| DecisionMap Wealth Management, LLC | 1.14% | Reduce -9.0% | 31,428 | $1.5M |
| Townsquare Capital LLC | 0.02% | New | 30,913 | $1.5M |
| Quarry Hill Advisors, LLC | 0.95% | Add +16.8% | 30,886 | $1.5M |
| Morris Financial Concepts, Inc. | 0.61% | Add +3.0% | 30,430 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | New | 29,514 | $1.4M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -7.3% | 28,339 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.63% | Add +13.8% | 27,867 | $1.3M |
| Barry Investment Advisors, LLC | 0.35% | Add +19.4% | 27,463 | $1.3M |
| Applied Capital LLC | 0.64% | Reduce -5.2% | 27,353 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.28% | New | 26,748 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +3.0% | 26,316 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +31.2% | 26,296 | $1.2M |
| BetterWealth, LLC | 0.34% | Add +6.0% | 25,166 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +12789.5% | 24,490 | $1.2M |
| WorthPointe, LLC | 0.53% | Add +42.8% | 24,355 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 23,938 | $1.1M |
| Forum Financial Management, LP | 0.02% | Reduce -38.4% | 23,467 | $1.1M |
| Millstone Evans Group, LLC | 0.72% | Add +5.5% | 22,365 | $1.1M |
| Hancock Whitney Corp. | 0.03% | New | 22,363 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +24.7% | 21,885 | $1.0M |
| Planwiser Financial, LLC | 0.92% | — | 21,395 | $1.0M |
| Vestia Personal Wealth Advisors | 0.79% | Add +5.4% | 21,084 | $1.0M |
| Smartleaf Asset Management LLC | 0.10% | Add +0.5% | 21,030 | $1000K |
| Kraft Asset Management, LLC | 0.91% | Reduce -1.6% | 20,865 | $991K |
| Ethos Financial Group, LLC | 0.09% | No change | 20,248 | $949K |
| Nautilus Advisors LLC | 0.74% | Reduce -33.1% | 18,978 | $902K |
| Copperleaf Capital, LLC | 0.53% | Reduce -6.4% | 18,620 | $885K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +0.2% | 18,395 | $874K |
| Wealthspire Advisors, LLC | 0.01% | No change | 17,832 | $847K |
| Two West Capital Advisors LLC | 0.70% | Reduce -7.7% | 17,819 | $839K |
| Core Wealth Management, Inc. | 0.32% | Add +29.6% | 17,337 | $824K |
| Kathleen S. Wright Associates Inc. | 0.33% | No change | 16,898 | $803K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.7% | 16,247 | $772K |
| Blossom Wealth Management | 1.55% | Add +10.7% | 16,186 | $769K |
| Forthright Family Wealth Advisory LLC | 0.50% | No change | 15,958 | $758K |
| Nwam LLC | 0.06% | Add +2.2% | 15,753 | $749K |
| FinDec Wealth Services, Inc. | 0.72% | Reduce -91.1% | 15,325 | $728K |
| Elevate Wealth Advisory, Inc. | 0.52% | Reduce -18.0% | 15,323 | $728K |
| Navigoe, LLC | 0.62% | No change | 15,085 | $716K |
| JDH Wealth Management, LLC | 0.59% | Add +36.3% | 14,571 | $692K |
| HFG Wealth Management, LLC | 0.42% | Add +8.7% | 14,675 | $688K |
| TAGStone Capital, Inc. | 0.34% | Reduce -3.8% | 14,353 | $682K |
| Keb Asset Management, LLC | 0.19% | Add +97.8% | 14,176 | $674K |
| B.O.S.S. Retirement Advisors, LLC | 0.19% | Reduce -4.1% | 14,105 | $670K |
| Financial Symmetry Inc | 0.39% | Add +10.8% | 13,511 | $642K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +44.5% | 13,309 | $632K |
| Geneos Wealth Management Inc. | 0.02% | Add +61.0% | 12,866 | $611K |
| Glass Jacobson Investment Advisors llc | 0.20% | No change | 12,862 | $603K |
| CLG LLC | 0.21% | No change | 12,602 | $599K |
| Stewardship Advisors, LLC | 0.16% | Add +22.9% | 12,325 | $586K |
| Capstone Wealth Management, LLC | 0.57% | Add +5.9% | 11,947 | $568K |
| Brookwood Investment Group LLC | 0.10% | — | 11,745 | $558K |
| Geometric Wealth Advisors | 0.09% | Reduce -13.4% | 11,311 | $537K |
| IFG Advisory, LLC | 0.03% | Add +1.3% | 11,231 | $534K |
| Williams & Novak, LLC | 0.51% | New | 10,932 | $520K |
| Pinnacle Family Advisors, LLC | 0.28% | Reduce -10.7% | 10,816 | $514K |
| Foundations Investment Advisors, LLC | 0.01% | New | 10,814 | $514K |
| Spinnaker Investment Group, LLC | 0.11% | Reduce -17.6% | 10,677 | $507K |
| Krilogy Financial LLC | 0.03% | New | 10,216 | $485K |
| Titleist Asset Management, LLC | 0.06% | No change | 10,204 | $485K |
| Austin Asset Management Co Inc | 0.10% | No change | 10,015 | $476K |
| Dixon Fnancial Services, Inc. | 0.26% | Add +3.8% | 9,961 | $473K |
| Cerity Partners LLC | 0.00% | Reduce -5.0% | 9,718 | $462K |
| Cary Street Partners Financial LLC | 0.01% | Add +22.1% | 9,491 | $451K |
| Leading Edge Financial Planning LLC | 0.14% | Reduce -0.7% | 9,474 | $450K |
| HB Wealth Management, LLC | 0.00% | New | 9,457 | $449K |
| Wealth Advisors Northwest LLC | 0.28% | Add +81.8% | 9,320 | $443K |
| Shearwater Capital LLC | 0.29% | No change | 8,570 | $407K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +88.9% | 8,510 | $404K |
| OMNI 360 Wealth, Inc. | 0.26% | No change | 8,122 | $386K |
| GeoWealth Management, LLC | 0.02% | Add +850.2% | 8,010 | $381K |
| Lam Group, Inc. | 0.28% | No change | 7,875 | $374K |
| Vermillion Wealth Management, Inc. | 0.11% | Reduce -8.3% | 7,828 | $372K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 7,561 | $359K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 7,316 | $347K |
| Straight Path Wealth Management | 0.14% | Reduce -18.9% | 7,260 | $345K |
| Main Street Financial Solutions, LLC | 0.03% | Add +16.5% | 7,062 | $336K |
| Comerica Bank | 0.00% | Add +16.1% | 6,901 | $328K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +13.2% | 6,856 | $326K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,800 | $323K |
| Plancorp, LLC | 0.01% | Add +36.0% | 6,672 | $317K |
| Abel Hall, LLC | 0.19% | Add +50.9% | 6,545 | $311K |
| Matisse Capital | 0.16% | No change | 6,500 | $309K |
| Cwm, LLC | 0.00% | Reduce -10.2% | 6,279 | $298K |
| Austin Private Wealth, LLC | 0.03% | New | 6,244 | $297K |
| Seaside Wealth Management, Inc. | 0.10% | Add +0.5% | 6,051 | $288K |
| Warburton Capital Management, LLC | 0.20% | Add +29.7% | 5,951 | $282K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -13.8% | 5,849 | $278K |
| Eaton-Cambridge Inc. | 0.12% | New | 5,831 | $277K |
| Coston, McIsaac & Partners | 0.08% | Add +0.5% | 5,846 | $277K |
| HMV Wealth Advisors, LLC | 0.22% | New | 5,820 | $277K |
| Arax Advisory Partners | 0.02% | Reduce -38.1% | 5,664 | $269K |
| Earned Wealth Advisors, LLC | 0.06% | No change | 5,375 | $255K |
| Cardinal Point Capital Management ULC | 0.02% | New | 5,273 | $251K |
| Financial Counselors Inc. | 0.00% | New | 5,219 | $248K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.1% | 5,162 | $245K |
| Builder Investment Group Inc. | 0.07% | Add +12.3% | 4,931 | $234K |
| Washington Trust Advisors, Inc. | 0.02% | Add +10.8% | 4,910 | $233K |
| Concorde Asset Management, LLC | 0.12% | Add +1.3% | 4,833 | $229K |
| Hilltop Holdings Inc. | 0.01% | Reduce -30.7% | 4,757 | $226K |
| Selective Wealth Management, Inc. | 0.10% | No change | 4,703 | $221K |
| Poinciana Advisors Group, LLC | 0.22% | Reduce -0.7% | 4,466 | $212K |
| Aspen Wealth Management LLC | 0.06% | Reduce -0.7% | 4,289 | $204K |
| Security Financial Services, INC. | 0.04% | New | 4,279 | $203K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.2% | 4,276 | $203K |
| Mutual Advisors, LLC | 0.01% | New | 4,260 | $203K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 4,236 | $201K |
| Bank of Montreal | 0.00% | New | 3,795 | $180K |
| AE Wealth Management LLC | 0.00% | Reduce -2.4% | 3,759 | $179K |
| Aspect Partners, LLC | 0.08% | No change | 3,065 | $146K |
| Oakworth Capital, Inc. | 0.01% | New | 2,997 | $142K |
| Jones Financial Companies LLLP | 0.00% | Add +75.4% | 2,877 | $137K |
| Pinney & Scofield, Inc. | 0.10% | Add +0.3% | 2,822 | $134K |
| AdvisorNet Financial, Inc | 0.01% | Add +40.1% | 2,396 | $114K |
| Principal Securities, Inc. | 0.00% | No change | 2,286 | $107K |
| NewEdge Advisors, LLC | 0.00% | New | 2,074 | $99K |
| Wells Fargo & Company | 0.00% | Add +27.2% | 2,045 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.1% | 2,031 | $97K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,920 | $91K |
| Prudent Man Investment Management, Inc. | 0.05% | No change | 1,839 | $86K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +9.5% | 1,303 | $62K |
| Parallel Advisors, LLC | 0.00% | No change | 860 | $41K |
| Rossby Financial, LCC | 0.02% | New | 817 | $39K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $35K |
| CENTRAL TRUST Co | 0.00% | New | 650 | $31K |
| MilWealth Group LLC | 0.01% | Reduce -86.4% | 581 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.5% | 556 | $26K |
| Rialto Wealth Management, LLC | 0.01% | No change | 552 | $26K |
| Orion Capital Management LLC | 0.01% | No change | 522 | $25K |
| DecisionPoint Financial, LLC | 0.01% | No change | 486 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4777.8% | 439 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 383 | $18K |
| Morgan Stanley | 0.00% | Reduce -92.7% | 308 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.3% | 287 | $14K |
| Sittner & Nelson, LLC | 0.01% | New | 249 | $12K |
| Cornerstone Planning Group LLC | 0.00% | New | 199 | $9K |
| Bridge Generations Wealth Management LLC | 0.00% | Add +194.3% | 156 | $7K |
| North Capital, Inc. | 0.01% | — | 142 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 135 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 126 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| Transce3nd, LLC | 0.00% | New | 66 | $3K |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.