Dimensional Short DurationDFSDETF
13F holders, Q2 2025 (June 30)352holders +13
25new positions
18sold out
3famous investors
$48.01avg. 13F price*
At the end of Q2 2025, 352 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 13 from Q1 2025. 25 opened new positions and 18 sold out. The largest holders were Focus Partners Advisor Solutions, LLC ($187.1M), Focus Partners Wealth ($176.8M) and Savant Capital, LLC ($172.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $52.6M |
| Exits | 18 | $23.8M |
All 13F filers, Q1 2025 → Q2 2025: 8,532,686 shares bought and 2,645,392 shares sold, net +5,887,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Focus Partners Advisor Solutions, LLC | 2.50% | Add +11.9% | 3,896,787 | $187.1M |
| Focus Partners Wealth | 0.38% | Add +1.5% | 3,683,265 | $176.8M |
| Savant Capital, LLC | 1.24% | Add +20.8% | 3,584,232 | $172.1M |
| Apella Capital, LLC | 4.41% | Add +26.1% | 3,396,458 | $162.8M |
| OneDigital Investment Advisors LLC | 1.64% | Add +5.2% | 3,068,288 | $147.3M |
| Beaird Harris Wealth Management, LLC | 9.60% | Reduce -2.0% | 2,581,436 | $123.9M |
| Planning Center, Inc. | 12.35% | Add +2.7% | 2,325,952 | $111.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +31.2% | 1,938,383 | $93.1M |
| DiNuzzo Private Wealth, Inc. | 10.82% | Reduce -2.7% | 1,898,104 | $91.1M |
| HighTower Advisors, LLC | 0.10% | Reduce -3.9% | 1,702,184 | $81.7M |
| Phillips Financial Management, LLC | 4.73% | Add +2.9% | 1,356,806 | $65.1M |
| Assetmark, Inc. | 0.14% | Add +0.3% | 1,279,350 | $61.4M |
| Great Waters Wealth Management | 7.76% | Add +4.5% | 1,242,440 | $59.6M |
| Root Financial Partners, LLC | 5.53% | Add +9.8% | 1,192,294 | $57.2M |
| Market Street Wealth Management Advisors LLC | 9.06% | Add +0.7% | 1,156,115 | $55.5M |
| WPWealth LLP | 8.87% | Reduce -4.2% | 1,024,444 | $49.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +5.3% | 1,019,698 | $49.0M |
| Rather & Kittrell, Inc. | 9.13% | Add +4.5% | 959,885 | $46.1M |
| Altiora Financial Group, LLC | 8.98% | Add +3.2% | 956,818 | $45.9M |
| Diversified Portfolios, Inc. | 4.27% | Add +13.0% | 933,135 | $44.8M |
| Ruedi Wealth Management, Inc. | 13.24% | Add +4.2% | 929,564 | $44.6M |
| RAM Investment Partners, LLC | 8.98% | Add +28.9% | 891,335 | $42.8M |
| Curio Wealth, LLC | 16.00% | Add +192929.4% | 760,536 | $36.5M |
| Park Avenue Securities LLC | 0.31% | Add +54.6% | 701,192 | $33.7M |
| McIlrath & Eck, LLC | 3.57% | Add +15.4% | 651,308 | $31.3M |
| Wealthquest Corp | 2.29% | New | 605,612 | $29.1M |
| Signature Resources Capital Management, LLC | 16.91% | Add +74.1% | 579,464 | $27.8M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Add +110.1% | 573,500 | $27.5M |
| Hemington Wealth Management | 3.95% | Add +2.0% | 568,872 | $27.3M |
| Maseco LLP | 1.03% | — | 564,786 | $27.1M |
| Mattern Wealth Management LLC | 5.54% | Reduce -4.3% | 554,448 | $26.6M |
| Sterling Wealth Advisors Inc | 17.58% | Reduce -1.3% | 518,413 | $24.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.53% | Reduce -1.1% | 502,666 | $24.1M |
| Grunden Financial Advisory, Inc. | 10.56% | Reduce -0.1% | 498,093 | $23.9M |
| Valued Wealth Advisors LLC | 12.06% | Add +11.9% | 481,515 | $23.1M |
| Sax Wealth Advisors, LLC | 1.39% | Add +22.0% | 479,978 | $23.0M |
| Great Oak Capital Partners, LLC | 6.35% | Add +3.4% | 462,723 | $22.2M |
| Bank of America Corp. | 0.00% | Add +0.0% | 427,062 | $20.5M |
| Integrity Alliance, Llc. | 1.12% | Reduce -4.7% | 425,410 | $20.4M |
| Jackson Thornton Wealth Management, LLC | 2.27% | Add +5.0% | 413,466 | $19.8M |
| Legacy Financial Group, Inc. | 5.84% | Add +5.2% | 411,727 | $19.8M |
| Northwest Wealth Management, LLC | 3.29% | Add +8.6% | 379,075 | $18.2M |
| Integrated Wealth Concepts LLC | 0.18% | Add +18.1% | 375,453 | $18.0M |
| Allegiance Financial Group Advisory Services LLC | 4.76% | Add +6.4% | 374,223 | $18.0M |
| SJS Investment Consulting Inc. | 2.84% | Add +3.2% | 372,779 | $17.9M |
| Verisail Partners, LLC | 7.53% | Add +0.1% | 369,278 | $17.7M |
| David Wealth Management LLC | 12.90% | Add +3.5% | 360,829 | $17.3M |
| Vestment Financial LLC | 10.79% | Add +7.0% | 354,695 | $17.0M |
| SageOak Financial, LLC | 13.58% | Reduce -6.4% | 353,618 | $17.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.2% | 346,699 | $16.6M |
| Citadel Advisors | 0.01% | Add +191.4% | 342,569 | $16.4M |
| Onyx Financial Advisors, LLC | 7.76% | Reduce -2.3% | 340,839 | $16.4M |
| LPL Financial LLC | 0.01% | Add +22.8% | 314,963 | $15.1M |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 314,651 | $15.1M |
| BCU Wealth Advisors, LLC | 6.64% | Add +13.4% | 307,781 | $14.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.95% | Add +2.5% | 303,166 | $14.6M |
| BCO Wealth Management LLC | 10.06% | Add +6.3% | 293,785 | $14.1M |
| Waverly Advisors, LLC | 0.15% | Reduce -4.4% | 290,834 | $14.0M |
| Client 1ST Advisory Group, LLC | 4.98% | Reduce -1.5% | 285,866 | $13.7M |
| Brady Martz Wealth Solutions, LLC | 2.65% | Add +83.0% | 285,564 | $13.7M |
| SC&H Financial Advisors, Inc. | 2.30% | Add +4.7% | 280,649 | $13.5M |
| Tillman Hartley LLC | 3.71% | Reduce -1.2% | 272,942 | $13.1M |
| One Degree Advisors Inc | 4.64% | Add +6.0% | 271,412 | $13.0M |
| Factor Wealth Management LTD | 3.52% | Add +9.4% | 268,192 | $12.9M |
| Kondo Wealth Advisors, Inc. | 5.60% | Add +5.7% | 264,427 | $12.7M |
| Oceanside Advisors LLC | 8.48% | Add +2.9% | 263,924 | $12.7M |
| Pacific Asset Management, LLC | 10.02% | Add +0.8% | 259,549 | $12.5M |
| Dynamic Advisor Solutions LLC | 0.37% | Add +3.8% | 248,180 | $11.9M |
| Wheelhouse Advisory Group LLC | 5.82% | Add +20.3% | 245,823 | $11.8M |
| Studio Investment Management LLC | 2.28% | Add +6.4% | 236,529 | $11.4M |
| Dravo Bay LLC | 5.17% | Add +1.1% | 218,777 | $10.7M |
| Eclectic Associates Inc. | 2.27% | Add +63.3% | 217,398 | $10.4M |
| Pine Harbor Wealth Management, LLC | 3.66% | Add +10.1% | 216,923 | $10.4M |
| Sterling Wealth Management, Inc. | 3.49% | — | 213,359 | $10.2M |
| Betterment LLC | 0.02% | Reduce -3.0% | 212,187 | $10.2M |
| Farther Finance Advisors, LLC | 0.20% | Add +1.9% | 212,183 | $10.2M |
| Renaissance Technologies | 0.01% | Reduce -42.0% | 212,121 | $10.2M |
| Concord Asset Management, LLC | 1.52% | New | 210,743 | $10.1M |
| Concord Wealth Partners | 1.48% | Add +27.9% | 210,743 | $10.1M |
| Gradient Capital Advisors, LLC | 2.90% | Reduce -1.6% | 204,171 | $9.8M |
| Passive Capital Management, LLC. | 2.83% | Add +11.3% | 189,672 | $9.1M |
| Allworth Financial LP | 0.04% | Reduce -33.3% | 189,225 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +11.9% | 188,990 | $9.1M |
| Yardley Wealth Management LLC | 4.88% | Add +0.3% | 185,796 | $8.9M |
| Bay Harbor Wealth Management, LLC | 2.51% | Add +3.9% | 179,989 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.2% | 173,709 | $8.3M |
| Shira Ridge Wealth Management | 3.68% | Reduce -5.0% | 167,760 | $8.1M |
| Peirce Capital Management, LLC | 3.51% | Reduce -4.5% | 164,954 | $7.9M |
| CPA Asset Management Group, LLC | 3.33% | Add +3.9% | 164,909 | $7.9M |
| von Borstel & Associates, Inc. | 2.09% | Add +1.8% | 164,361 | $7.9M |
| RCS Financial Planning, LLC | 3.89% | Reduce -11.8% | 162,919 | $7.8M |
| Family Wealth Partners, LLC | 3.12% | Add +6.0% | 162,174 | $7.8M |
| Cambridge Capital Management, LLC | 4.13% | Add +402.8% | 160,230 | $7.7M |
| Awm Capital, LLC | 0.80% | Add +9.3% | 157,584 | $7.6M |
| Chicago Partners Investment Group LLC | 0.22% | Add +5.2% | 156,277 | $7.5M |
| Pure Financial Advisors, LLC | 0.13% | Add +7.0% | 155,482 | $7.5M |
| EverSource Wealth Advisors, LLC | 0.34% | Add +364.1% | 155,266 | $7.5M |
| Parkshore Wealth Management, Inc. | 3.64% | Add +45.8% | 155,234 | $7.5M |
| AssuredPartners Investment Advisors, LLC | 1.80% | Add +5.8% | 153,217 | $7.4M |
| Disciplined Investments, LLC | 3.08% | Add +37.6% | 151,836 | $7.3M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.