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 |
| Burney Co./ | 0.24% | Add +34.5% | 149,506 | $7.2M |
| Cornerstone Management, Inc. | 1.24% | Add +40.7% | 148,489 | $7.1M |
| Friday Financial | 3.57% | Add +8.2% | 146,213 | $7.0M |
| Heritage Investment Group, Inc. | 1.19% | Add +1.8% | 143,670 | $6.9M |
| City State Bank | 2.11% | Reduce -2.2% | 140,441 | $6.7M |
| CFS Investment Advisory Services, LLC | 0.55% | Reduce -1.1% | 140,038 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -54.1% | 139,889 | $6.7M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 137,281 | $6.6M |
| Nova R Wealth, Inc. | 3.06% | Add +4.2% | 137,161 | $6.6M |
| Vantage Point Financial LLC | 2.84% | Add +5.5% | 134,630 | $6.5M |
| Tru Independence Asset Management 2, LLC | 4.42% | Reduce -10.5% | 134,581 | $6.5M |
| Parker Financial LLC | 2.74% | Add +9.6% | 132,101 | $6.3M |
| PBMares Wealth Management LLC | 1.15% | Add +258.8% | 131,198 | $6.3M |
| Vermillion & White Wealth Management Group, LLC | 3.98% | Add +0.1% | 127,592 | $6.1M |
| Blue Oak Capital, LLC | 3.21% | Add +20.3% | 127,165 | $6.1M |
| New Dimensions Wealth Management, LLC | 5.45% | Add +1.6% | 123,815 | $6.0M |
| Kooman & Associates | 1.93% | Reduce -5.1% | 118,755 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +43.5% | 115,006 | $5.5M |
| Tortoise Investment Management, LLC | 0.51% | Reduce -23.7% | 110,298 | $5.3M |
| Essential Planning, LLC. | 1.96% | Add +15.6% | 109,915 | $5.3M |
| Lakeridge Wealth Management LLC | 2.40% | Reduce -0.6% | 108,856 | $5.2M |
| Keystone Financial Group, Inc. | 3.28% | Add +32.8% | 107,297 | $5.2M |
| Burk Holdings LLC | 3.17% | Add +31.0% | 105,407 | $5.1M |
| Squire Investment Management Company, LLC | 1.86% | Reduce -1.7% | 105,288 | $5.1M |
| CreativeOne Wealth, LLC | 0.13% | Add +4.1% | 105,237 | $5.1M |
| FMB Wealth Management | 2.35% | Add +5.1% | 103,006 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +11.9% | 102,700 | $4.9M |
| Arcadia Wealth Management, Inc. | 3.27% | Add +13.0% | 100,006 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +21.6% | 99,085 | $4.8M |
| Binnacle Investments Inc | 3.09% | Add +6.7% | 99,067 | $4.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.64% | Add +95.3% | 96,894 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -34.6% | 96,715 | $4.6M |
| Aerodigm Wealth, LLC | 2.13% | Add +23.0% | 92,577 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +19.6% | 91,243 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.6% | 90,786 | $4.4M |
| White Wing Wealth Management | 2.93% | Reduce -5.4% | 90,129 | $4.3M |
| Mills Wealth Advisors LLC | 1.96% | Add +120.1% | 88,974 | $4.3M |
| Graves Light Lenhart Wealth, Inc. | 0.49% | Reduce -0.3% | 85,709 | $4.1M |
| Babb Wealth Advisors LLC | 2.97% | Add +1.5% | 83,916 | $4.0M |
| Diversify Wealth Management, LLC | 0.25% | Reduce -2.2% | 82,363 | $4.0M |
| Parkworth Wealth Management, Inc. | 2.83% | Add +1.9% | 81,610 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +97.8% | 79,588 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -44.4% | 78,326 | $3.8M |
| SwitchPoint Financial Planning, LLC | 3.07% | Add +2.4% | 78,049 | $3.7M |
| Stratos Investment Management, LLC | 0.17% | New | 77,383 | $3.7M |
| PrairieView Partners, LLC | 0.35% | Add +8.3% | 75,908 | $3.6M |
| RFG Advisory, LLC | 0.09% | Reduce -21.8% | 75,782 | $3.6M |
| Live Oak Private Wealth LLC | 0.53% | Add +92.7% | 74,162 | $3.6M |
| Acorn Wealth Advisors, LLC | 1.30% | Reduce -2.0% | 72,832 | $3.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 1.20% | Reduce -4.0% | 72,088 | $3.5M |
| XY Planning Network, Inc. | 1.13% | Add +34.4% | 69,337 | $3.3M |
| CogentBlue Wealth Advisors, LLC | 2.52% | Add +67.4% | 68,576 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +13.6% | 67,230 | $3.2M |
| Apollon Wealth Management, LLC | 0.06% | Add +11.2% | 66,385 | $3.2M |
| Outbound Financial Inc | 2.90% | — | 66,031 | $3.2M |
| Meredith Wealth Planning | 1.11% | Add +5.2% | 63,855 | $3.1M |
| SageView Advisory Group, LLC | 0.11% | Add +0.1% | 62,960 | $3.0M |
| Hippocratic Financial Advisors, LLC | 1.60% | Reduce -88.1% | 62,336 | $3.0M |
| Foundation Wealth Management, LLC\PA | 1.21% | No change | 58,203 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.5% | 58,177 | $2.8M |
| Citigroup Inc. | 0.00% | Add +64.0% | 58,109 | $2.8M |
| Aspire Private Capital, LLC | 0.63% | Add +7.9% | 56,733 | $2.7M |
| Five Oceans Advisors | 1.16% | Add +7.2% | 56,440 | $2.7M |
| Claris Advisors, LLC / Mo / | 0.94% | Add +27.9% | 56,252 | $2.7M |
| Kestra Investment Management, LLC | 0.08% | Add +127.0% | 55,603 | $2.7M |
| AQR Capital Management | 0.00% | Add +7.1% | 55,133 | $2.6M |
| TCI Wealth Advisors, Inc. | 0.18% | Reduce -4.1% | 54,106 | $2.6M |
| Maryland Capital Advisors Inc. | 1.01% | Reduce -0.0% | 53,835 | $2.6M |
| Narus Financial Partners, LLC | 0.81% | Reduce -4.2% | 53,730 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 52,429 | $2.5M |
| BOS Asset Management, LLC | 0.77% | Add +10.4% | 50,068 | $2.4M |
| Arcadia Wealth Management, LLC | 1.03% | Add +6.5% | 49,318 | $2.4M |
| Porter White Investment Advisors, Inc. | 1.10% | Add +16.0% | 49,004 | $2.4M |
| Rockwood Wealth Management, LLC | 0.20% | Reduce -3.3% | 48,103 | $2.3M |
| SpringVest Wealth Management LLC | 1.86% | Add +51.9% | 47,883 | $2.3M |
| TCP Asset Management, LLC | 0.45% | Add +12.6% | 47,091 | $2.3M |
| Strategic Investment Solutions, Inc. | 0.68% | Reduce -9.4% | 46,787 | $2.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 46,331 | $2.2M |
| Sowell Financial Services LLC | 0.09% | Add +5.0% | 46,308 | $2.2M |
| Invst, LLC | 0.28% | Add +18.6% | 46,120 | $2.2M |
| Dopkins Wealth Management, LLC | 0.96% | Add +10.3% | 44,625 | $2.1M |
| Shore Point Advisors, LLC | 1.03% | Add +5.7% | 44,471 | $2.1M |
| Pillar Financial Advisors, LLC | 1.43% | Reduce -2.2% | 43,087 | $2.1M |
| IFP Advisors, Inc | 0.06% | Reduce -83.9% | 43,005 | $2.1M |
| Hartmann Taylor Wealth Management, LLC | 1.69% | Reduce -25.1% | 42,265 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.37% | Add +53.9% | 41,160 | $2.0M |
| Solutions 4 Wealth, Ltd | 3.29% | Reduce -1.5% | 41,123 | $2.0M |
| Austin Private Wealth, LLC | 0.15% | Add +539.9% | 39,952 | $1.9M |
| Sutton Place Investors LLC | 1.11% | Reduce -4.0% | 38,544 | $1.9M |
| American Investment Services, Inc. | 0.46% | Reduce -2.3% | 37,340 | $1.8M |
| Sentinel Wealth Management, Inc. | 1.64% | — | 36,411 | $1.7M |
| Quarry Hill Advisors, LLC | 1.01% | Add +16.8% | 36,087 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.8% | 35,989 | $1.7M |
| Wealth Advisors Northwest LLC | 0.91% | Add +285.2% | 35,904 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +6.2% | 35,769 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +4.5% | 35,342 | $1.7M |
| Northern Trust Corp. | 0.00% | New | 35,168 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | Add +93.8% | 34,558 | $1.7M |
| Barry Investment Advisors, LLC | 0.41% | Add +23.6% | 33,931 | $1.6M |
| Safeguard Investment Advisory Group, LLC | 0.40% | Reduce -0.1% | 33,431 | $1.6M |
| Aegis Wealth Management LLC | 0.95% | No change | 33,458 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +1.4% | 32,946 | $1.6M |
| WorthPointe, LLC | 0.66% | Add +33.3% | 32,471 | $1.6M |
| Kaufman Rossin Wealth, LLC | 0.98% | Reduce -3.3% | 32,274 | $1.5M |
| Copperleaf Capital, LLC | 0.77% | Add +69.3% | 31,516 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.64% | Add +10.9% | 30,909 | $1.5M |
| Coston, McIsaac & Partners | 0.37% | Add +413.3% | 30,006 | $1.4M |
| Morris Financial Concepts, Inc. | 0.57% | Reduce -2.1% | 29,800 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.95% | Reduce -7.9% | 28,936 | $1.4M |
| Beta Wealth Group, Inc. | 0.51% | Reduce -67.0% | 28,860 | $1.4M |
| Samalin Investment Counsel, LLC | 0.52% | Reduce -15.2% | 27,835 | $1.3M |
| Index Fund Advisors, Inc. | 0.07% | Reduce -2.8% | 27,539 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.59% | Reduce -36.1% | 26,618 | $1.3M |
| Abacus Wealth Partners, LLC | 0.19% | New | 26,115 | $1.3M |
| BetterWealth, LLC | 0.32% | Add +3.0% | 25,911 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -1.7% | 25,869 | $1.2M |
| PFG Advisors | 0.06% | Reduce -25.4% | 25,425 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 25,024 | $1.2M |
| Applied Capital LLC | 0.53% | Reduce -9.1% | 24,857 | $1.2M |
| Vestia Personal Wealth Advisors | 0.76% | Add +10.0% | 23,193 | $1.1M |
| Hancock Whitney Corp. | 0.02% | No change | 22,363 | $1.1M |
| Tassel Capital Management, Inc. | 0.80% | Reduce -46.7% | 21,622 | $1.0M |
| JDH Wealth Management, LLC | 0.79% | Add +46.8% | 21,393 | $1.0M |
| Smartleaf Asset Management LLC | 0.09% | Add +0.5% | 21,134 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | Reduce -28.5% | 21,094 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +29.6% | 21,048 | $1.0M |
| Mariner, LLC | 0.00% | New | 20,525 | $985K |
| Geometric Wealth Advisors | 0.14% | Add +75.7% | 19,875 | $954K |
| Keb Asset Management, LLC | 0.23% | Add +36.1% | 19,301 | $927K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +174.1% | 18,793 | $902K |
| Geneos Wealth Management Inc. | 0.02% | Add +40.5% | 18,076 | $868K |
| USAdvisors Wealth Management, LLC | 0.32% | Reduce -2.8% | 17,886 | $858K |
| Kraft Asset Management, LLC | 0.80% | Reduce -14.4% | 17,866 | $858K |
| Blossom Wealth Management | 1.50% | Add +9.2% | 17,668 | $848K |
| Kathleen S. Wright Associates Inc. | 0.32% | No change | 16,898 | $811K |
| Forum Financial Management, LP | 0.01% | Reduce -30.0% | 16,432 | $789K |
| Nwam LLC | 0.05% | Add +4.0% | 16,380 | $785K |
| Capstone Wealth Management, LLC | 0.69% | Add +36.4% | 16,297 | $782K |
| Nautilus Advisors LLC | 0.57% | Reduce -14.2% | 16,275 | $781K |
| Forthright Family Wealth Advisory LLC | 0.48% | Reduce -0.2% | 15,926 | $765K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +18.1% | 15,712 | $754K |
| Ethos Financial Group, LLC | 0.07% | Reduce -22.5% | 15,698 | $754K |
| Cardiff Park Advisors, LLC | 0.06% | New | 15,526 | $745K |
| Navigoe, LLC | 0.55% | No change | 15,085 | $724K |
| Elevate Wealth Advisory, Inc. | 0.51% | Reduce -3.0% | 14,867 | $714K |
| HFG Wealth Management, LLC | 0.43% | Add +1.4% | 14,880 | $707K |
| TAGStone Capital, Inc. | 0.29% | Add +1.6% | 14,582 | $702K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -35.7% | 14,079 | $676K |
| Financial Symmetry Inc | 0.35% | Add +3.0% | 13,922 | $668K |
| Williams & Novak, LLC | 0.56% | Add +26.4% | 13,813 | $663K |
| Two West Capital Advisors LLC | 0.42% | Reduce -24.2% | 13,500 | $647K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | Reduce -4.9% | 13,411 | $644K |
| Core Wealth Management, Inc. | 0.23% | Reduce -23.3% | 13,299 | $638K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +3.2% | 13,278 | $637K |
| Leading Edge Financial Planning LLC | 0.18% | Add +38.6% | 13,132 | $630K |
| CLG LLC | 0.19% | No change | 12,602 | $605K |
| Stewardship Advisors, LLC | 0.15% | Reduce -1.1% | 12,183 | $585K |
| IFG Advisory, LLC | 0.03% | Add +2.9% | 11,551 | $555K |
| Simplicity Wealth,LLC | 0.02% | Reduce -90.1% | 11,549 | $554K |
| Cary Street Partners Financial LLC | 0.02% | Add +21.0% | 11,487 | $552K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.2% | 11,159 | $536K |
| HMV Wealth Advisors, LLC | 0.34% | Add +84.9% | 10,760 | $517K |
| Krilogy Financial LLC | 0.03% | No change | 10,216 | $490K |
| Titleist Asset Management, LLC | 0.05% | No change | 10,204 | $490K |
| Pinnacle Family Advisors, LLC | 0.24% | Reduce -6.4% | 10,121 | $486K |
| Summit Wealth Group LLC / Co. | 0.12% | — | 9,741 | $468K |
| Dixon Fnancial Services, Inc. | 0.23% | Reduce -2.7% | 9,688 | $465K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +20.3% | 9,095 | $437K |
| Parkwoods Wealth Partners, LLC | 0.25% | New | 9,002 | $432K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.4% | 8,754 | $420K |
| Jones Financial Companies LLLP | 0.00% | Add +200.1% | 8,633 | $414K |
| Shearwater Capital LLC | 0.26% | No change | 8,570 | $411K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 8,510 | $409K |
| Austin Asset Management Co Inc | 0.08% | Reduce -15.2% | 8,490 | $408K |
| Seaside Wealth Management, Inc. | 0.13% | Add +36.4% | 8,253 | $396K |
| Warburton Capital Management, LLC | 0.23% | Add +37.0% | 8,154 | $391K |
| OMNI 360 Wealth, Inc. | 0.24% | No change | 8,122 | $390K |
| Fonville Wealth Management LLC | 0.10% | New | 7,935 | $381K |
| Selective Wealth Management, Inc. | 0.14% | Add +68.7% | 7,933 | $381K |
| FinDec Wealth Services, Inc. | 0.40% | Reduce -48.3% | 7,925 | $380K |
| Vermillion Wealth Management, Inc. | 0.18% | Add +0.9% | 7,897 | $379K |
| Lam Group, Inc. | 0.25% | Reduce -0.3% | 7,855 | $377K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.2% | 7,329 | $352K |
| Straight Path Wealth Management | 0.12% | Add +0.0% | 7,261 | $349K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 7,029 | $337K |
| Comerica Bank | 0.00% | No change | 6,901 | $331K |
| Millstone Evans Group, LLC | 0.22% | Reduce -69.4% | 6,843 | $329K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -5.6% | 6,665 | $320K |
| Poinciana Advisors Group, LLC | 0.28% | Add +46.9% | 6,562 | $315K |
| Matisse Capital | 0.15% | No change | 6,500 | $312K |
| Abel Hall, LLC | 0.14% | Reduce -6.1% | 6,145 | $295K |
| Plancorp, LLC | 0.01% | Reduce -11.2% | 5,924 | $284K |
| TCFG Wealth Management, LLC | 0.13% | No change | 5,849 | $281K |
| rebel Financial LLC | 0.13% | — | 5,847 | $281K |
| Eaton-Cambridge Inc. | 0.11% | No change | 5,831 | $280K |
| Exchange Traded Concepts, LLC | 0.00% | New | 5,815 | $279K |
| Brookwood Investment Group LLC | 0.04% | Reduce -52.1% | 5,625 | $270K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,465 | $262K |
| Cwm, LLC | 0.00% | Reduce -14.1% | 5,395 | $259K |
| Earned Wealth Advisors, LLC | 0.05% | No change | 5,375 | $258K |
| Kelly Financial Group LLC | 0.07% | New | 5,323 | $256K |
| Silver Oak Securities, Incorporated | 0.02% | Add +2.2% | 5,276 | $253K |
| Advyzon Investment Management, LLC | 0.06% | New | 5,212 | $250K |
| Mutual Advisors, LLC | 0.01% | Add +21.6% | 5,179 | $248K |
| Midwest Trust Co | 0.00% | — | 5,118 | $246K |
| Washington Trust Advisors, Inc. | 0.02% | Add +2.4% | 5,029 | $241K |
| Builder Investment Group Inc. | 0.06% | Add +0.6% | 4,961 | $238K |
| Arax Advisory Partners | 0.01% | Reduce -12.5% | 4,955 | $238K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1007.3% | 4,861 | $233K |
| Merit Financial Group, LLC | 0.00% | Add +13.5% | 4,855 | $233K |
| Security Financial Services, INC. | 0.04% | Add +10.3% | 4,719 | $227K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,378 | $211K |
| XTX Topco Ltd | 0.01% | New | 4,383 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +0.7% | 4,264 | $205K |
| AE Wealth Management LLC | 0.00% | No change | 3,759 | $180K |
| CENTRAL TRUST Co | 0.00% | Add +476.9% | 3,750 | $180K |
| NewEdge Advisors, LLC | 0.00% | Add +63.7% | 3,396 | $163K |
| Wells Fargo & Company | 0.00% | Add +48.6% | 3,039 | $146K |
| Pinney & Scofield, Inc. | 0.09% | Add +1.1% | 2,853 | $137K |
| Oakworth Capital, Inc. | 0.01% | Reduce -9.4% | 2,714 | $130K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.0% | 2,541 | $122K |
| Principal Securities, Inc. | 0.00% | No change | 2,286 | $110K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 2,065 | $99K |
| MPWM Advisory Solutions, LLC | 0.06% | Add +1361.5% | 1,973 | $95K |
| Prudent Man Investment Management, Inc. | 0.05% | No change | 1,839 | $86K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +29.5% | 1,687 | $81K |
| Global Retirement Partners, LLC | 0.00% | — | 1,673 | $80K |
| GeoWealth Management, LLC | 0.00% | Reduce -79.2% | 1,665 | $80K |
| Retirement Wealth Solutions LLC | 0.03% | New | 930 | $45K |
| Parallel Advisors, LLC | 0.00% | No change | 860 | $41K |
| National Bank of Canada | 0.00% | New | 856 | $41K |
| Rossby Financial, LCC | 0.01% | No change | 817 | $39K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +159.6% | 745 | $36K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $36K |
| Red Lighthouse Investment Management, LLC | 0.01% | New | 729 | $35K |
| MilWealth Group LLC | 0.01% | No change | 581 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.9% | 561 | $27K |
| Rialto Wealth Management, LLC | 0.01% | No change | 552 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 486 | $23K |
| Stephens Consulting, LLC | 0.00% | New | 418 | $20K |
| Orion Capital Management LLC | 0.01% | Reduce -20.5% | 415 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 383 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 344 | $17K |
| Kilter Group LLC | 0.00% | New | 153 | $7K |
| North Capital, Inc. | 0.01% | No change | 142 | $7K |
| 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% | No change | 66 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | Reduce -66.0% | 53 | $3K |
| Morgan Stanley | 0.00% | Reduce -86.4% | 42 | $2K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 2 | $77 |
| Signaturefd, LLC | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.