Dimensional Short DurationDFSDETF
13F holders, Q3 2025 (September 30)364holders +12
31new positions
14sold out
3famous investors
$48.22avg. 13F price*
At the end of Q3 2025, 364 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 12 from Q2 2025. 31 opened new positions and 14 sold out. The largest holders were Focus Partners Advisor Solutions, LLC ($244.1M), Focus Partners Wealth ($226.0M) and Savant Capital, LLC ($196.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $89.0M |
| Exits | 14 | $20.4M |
All 13F filers, Q2 2025 → Q3 2025: 11,666,579 shares bought and 1,408,699 shares sold, net +10,257,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 364 holders
| Focus Partners Advisor Solutions, LLC | 2.77% | Add +29.9% | 5,061,981 | $244.1M |
| Focus Partners Wealth | 0.36% | Add +27.2% | 4,685,892 | $226.0M |
| Savant Capital, LLC | 1.19% | Add +13.6% | 4,069,810 | $196.1M |
| Apella Capital, LLC | 4.32% | Add +17.9% | 4,002,899 | $194.1M |
| OneDigital Investment Advisors LLC | 1.60% | Add +5.5% | 3,235,923 | $155.9M |
| Beaird Harris Wealth Management, LLC | 10.11% | Add +14.5% | 2,956,759 | $142.5M |
| Planning Center, Inc. | 12.26% | Add +4.2% | 2,423,538 | $116.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.7% | 2,048,290 | $98.7M |
| DiNuzzo Private Wealth, Inc. | 10.64% | Add +2.6% | 1,948,094 | $93.9M |
| Root Financial Partners, LLC | 5.52% | Add +55.8% | 1,857,715 | $89.5M |
| HighTower Advisors, LLC | 0.10% | Add +4.8% | 1,783,824 | $86.0M |
| Phillips Financial Management, LLC | 4.86% | Add +12.7% | 1,528,742 | $73.7M |
| Great Waters Wealth Management | 8.04% | Add +13.6% | 1,411,705 | $68.0M |
| Assetmark, Inc. | 0.13% | Reduce -2.6% | 1,246,037 | $60.0M |
| Market Street Wealth Management Advisors LLC | 9.05% | Add +2.2% | 1,182,022 | $57.0M |
| Diversified Portfolios, Inc. | 4.80% | Add +21.0% | 1,129,183 | $54.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.7% | 1,087,780 | $52.4M |
| WPWealth LLP | 8.55% | Add +6.0% | 1,085,636 | $52.3M |
| Rather & Kittrell, Inc. | 8.91% | Add +10.0% | 1,056,210 | $50.9M |
| Ruedi Wealth Management, Inc. | 13.10% | Add +4.5% | 971,096 | $46.8M |
| Altiora Financial Group, LLC | 8.45% | Add +0.2% | 959,102 | $46.2M |
| McIlrath & Eck, LLC | 4.56% | Add +40.8% | 916,795 | $44.2M |
| RAM Investment Partners, LLC | 8.17% | Add +1.3% | 903,284 | $43.5M |
| Curio Wealth, LLC | 16.05% | Add +6.7% | 811,727 | $39.1M |
| Park Avenue Securities LLC | 0.28% | Add +5.2% | 737,272 | $35.5M |
| Wealthquest Corp | 2.52% | Add +8.2% | 655,001 | $31.6M |
| Hemington Wealth Management | 3.92% | Add +10.1% | 626,433 | $30.2M |
| Maseco LLP | 1.45% | Add +10.2% | 622,332 | $30.0M |
| Signature Resources Capital Management, LLC | 16.18% | Add +5.9% | 613,501 | $29.6M |
| Vise Technologies, Inc. | 1.07% | New | 599,073 | $28.9M |
| Mattern Wealth Management LLC | 5.41% | Add +1.4% | 562,163 | $27.1M |
| Valued Wealth Advisors LLC | 11.77% | Add +9.3% | 526,286 | $25.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.20% | Add +4.1% | 523,063 | $25.2M |
| Sterling Wealth Advisors Inc | 16.01% | Reduce -0.1% | 517,783 | $25.1M |
| Grunden Financial Advisory, Inc. | 10.05% | Add +3.0% | 512,776 | $24.7M |
| Bank of America Corp. | 0.00% | Add +13.5% | 484,566 | $23.4M |
| Great Oak Capital Partners, LLC | 5.99% | Add +2.1% | 472,529 | $22.8M |
| Jackson Thornton Wealth Management, LLC | 2.20% | Add +8.7% | 449,419 | $21.7M |
| Integrity Alliance, Llc. | 0.99% | Add +2.0% | 433,982 | $20.9M |
| Allegiance Financial Group Advisory Services LLC | 4.79% | Add +15.4% | 431,825 | $20.8M |
| Legacy Financial Group, Inc. | 5.61% | Add +3.1% | 424,326 | $20.4M |
| SJS Investment Consulting Inc. | 2.68% | Add +9.2% | 407,146 | $19.6M |
| Northwest Wealth Management, LLC | 3.21% | Add +6.8% | 404,743 | $19.5M |
| Vestment Financial LLC | 10.78% | Add +10.3% | 391,336 | $18.9M |
| SageOak Financial, LLC | 13.58% | Add +8.3% | 383,079 | $18.5M |
| Eclectic Associates Inc. | 3.38% | Add +75.6% | 381,829 | $18.4M |
| Verisail Partners, LLC | 7.68% | Add +1.7% | 375,593 | $18.1M |
| Sax Wealth Advisors, LLC | 0.91% | Reduce -26.8% | 351,132 | $16.9M |
| Onyx Financial Advisors, LLC | 7.41% | Add +2.0% | 347,696 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 346,841 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.2% | 342,665 | $16.5M |
| BCU Wealth Advisors, LLC | 6.54% | Add +8.9% | 335,261 | $16.2M |
| LPL Financial LLC | 0.00% | Add +6.2% | 334,449 | $16.1M |
| Wheelhouse Advisory Group LLC | 6.75% | Add +32.3% | 325,250 | $15.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.90% | Add +6.6% | 323,233 | $15.6M |
| SC&H Financial Advisors, Inc. | 2.49% | Add +13.0% | 317,094 | $15.3M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Reduce -45.4% | 313,344 | $15.1M |
| Tillman Hartley LLC | 3.89% | Add +14.2% | 311,773 | $15.0M |
| Awm Capital, LLC | 1.36% | Add +97.4% | 311,003 | $15.0M |
| One Degree Advisors Inc | 4.59% | Add +14.4% | 310,500 | $15.0M |
| Nova R Wealth, Inc. | 6.24% | Add +122.8% | 305,579 | $14.7M |
| Brady Martz Wealth Solutions, LLC | 2.62% | Add +4.8% | 299,204 | $14.4M |
| BCO Wealth Management LLC | 9.40% | Add +0.6% | 295,646 | $14.2M |
| Client 1ST Advisory Group, LLC | 4.66% | Add +2.0% | 291,592 | $14.1M |
| Pacific Asset Management, LLC | 9.39% | Add +10.5% | 286,804 | $13.8M |
| Waverly Advisors, LLC | 0.13% | Reduce -3.7% | 279,963 | $13.5M |
| Factor Wealth Management LTD | 3.36% | Add +4.1% | 279,232 | $13.5M |
| Kondo Wealth Advisors, Inc. | 5.41% | Add +5.3% | 278,326 | $13.4M |
| Oceanside Advisors LLC | 8.32% | Add +4.7% | 276,251 | $13.3M |
| Studio Investment Management LLC | 2.46% | Add +14.2% | 269,993 | $13.0M |
| Pine Harbor Wealth Management, LLC | 4.11% | Add +22.7% | 266,141 | $12.8M |
| Sterling Wealth Management, Inc. | 3.86% | Add +23.9% | 264,457 | $12.7M |
| Stratos Investment Management, LLC | 0.51% | Add +232.5% | 257,297 | $12.4M |
| Farther Finance Advisors, LLC | 0.19% | Add +20.3% | 255,202 | $12.3M |
| Dynamic Advisor Solutions LLC | 0.36% | Add +2.3% | 253,957 | $12.2M |
| Dravo Bay LLC | 5.22% | Add +12.1% | 245,148 | $11.8M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -35.1% | 243,524 | $11.7M |
| Allworth Financial LP | 0.05% | Add +24.6% | 235,691 | $11.4M |
| Johnson Wealth Management, LLC | 6.10% | — | 229,581 | $11.1M |
| Gradient Capital Advisors, LLC | 2.87% | Add +8.9% | 222,452 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +141.3% | 220,206 | $10.6M |
| Betterment LLC | 0.02% | Add +0.9% | 214,194 | $10.3M |
| Mach-1 Financial Group, LLC | 1.64% | New | 213,467 | $10.3M |
| Integrity Advisory Solutions, LLC | 1.64% | — | 213,467 | $10.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +12.9% | 213,460 | $10.3M |
| Concord Wealth Partners | 1.42% | Add +1.2% | 213,278 | $10.3M |
| AlphaStar Capital Management, LLC | 0.88% | New | 210,885 | $10.2M |
| Discipline Wealth Solutions, LLC | 2.68% | New | 210,579 | $10.1M |
| Cornerstone Management, Inc. | 1.68% | Add +41.7% | 210,472 | $10.1M |
| Passive Capital Management, LLC. | 3.22% | Add +8.0% | 204,792 | $9.9M |
| Bay Harbor Wealth Management, LLC | 2.64% | Add +12.4% | 202,388 | $9.8M |
| PBMares Wealth Management LLC | 1.57% | Add +52.9% | 200,643 | $9.7M |
| Parkshore Wealth Management, Inc. | 3.85% | Add +26.3% | 196,117 | $9.5M |
| Disciplined Investments, LLC | 3.73% | Add +28.1% | 194,454 | $9.4M |
| EverSource Wealth Advisors, LLC | 0.37% | Add +25.2% | 194,371 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.1% | 187,693 | $9.1M |
| von Borstel & Associates, Inc. | 1.38% | Add +13.4% | 186,347 | $9.0M |
| CPA Asset Management Group, LLC | 3.38% | Add +10.2% | 181,784 | $8.8M |
| Chico Wealth RIA | 5.85% | New | 178,492 | $8.6M |
| Peirce Capital Management, LLC | 3.57% | Add +7.9% | 177,975 | $8.6M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.