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 |
| Shira Ridge Wealth Management | 3.63% | Add +6.0% | 177,750 | $8.6M |
| Yardley Wealth Management LLC | 4.77% | Reduce -4.7% | 177,132 | $8.5M |
| Cambridge Capital Management, LLC | 3.98% | Add +7.4% | 172,139 | $8.3M |
| City State Bank | 2.38% | Add +22.0% | 171,292 | $8.3M |
| Family Wealth Partners, LLC | 3.09% | Add +5.5% | 171,136 | $8.2M |
| Renaissance Technologies | 0.01% | Reduce -21.9% | 165,641 | $8.0M |
| Citadel Advisors | 0.01% | Reduce -51.7% | 165,487 | $8.0M |
| AssuredPartners Investment Advisors, LLC | 1.76% | Add +7.3% | 164,357 | $7.9M |
| Friday Financial | 3.29% | Add +11.6% | 163,232 | $7.9M |
| Chicago Partners Investment Group LLC | 0.21% | Add +3.8% | 162,149 | $7.8M |
| Pure Financial Advisors, LLC | 0.12% | Add +1.3% | 157,468 | $7.6M |
| Heritage Investment Group, Inc. | 1.21% | Add +9.3% | 157,052 | $7.6M |
| RCS Financial Planning, LLC | 3.33% | Reduce -4.3% | 155,997 | $7.5M |
| Burney Co./ | 0.22% | Reduce -2.4% | 145,889 | $7.0M |
| Essential Planning, LLC. | 2.38% | Add +30.5% | 143,426 | $6.9M |
| CFS Investment Advisory Services, LLC | 0.51% | Add +1.0% | 141,434 | $6.8M |
| Tru Independence Asset Management 2, LLC | 4.42% | Add +3.6% | 139,419 | $6.7M |
| Vantage Point Financial LLC | 2.60% | Add +3.5% | 139,308 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.4% | 136,775 | $6.6M |
| Vermillion & White Wealth Management Group, LLC | 3.75% | Add +7.0% | 136,580 | $6.6M |
| Parker Financial LLC | 2.69% | Add +3.2% | 136,346 | $6.6M |
| New Dimensions Wealth Management, LLC | 5.32% | Add +1.8% | 125,985 | $6.1M |
| Composition Wealth, LLC | 0.09% | New | 123,947 | $6.0M |
| Squire Investment Management Company, LLC | 1.92% | Add +16.0% | 122,148 | $5.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.69% | Add +24.2% | 120,348 | $5.8M |
| Simplicity Wealth,LLC | 0.33% | Add +936.7% | 119,730 | $5.8M |
| Kooman & Associates | 1.76% | Reduce -0.5% | 118,153 | $5.7M |
| Burk Holdings LLC | 3.04% | Add +12.1% | 118,145 | $5.7M |
| Keystone Financial Group, Inc. | 3.16% | Add +8.4% | 116,362 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +16.7% | 115,615 | $5.6M |
| FMB Wealth Management | 2.33% | Add +10.7% | 113,978 | $5.5M |
| Lakeridge Wealth Management LLC | 2.43% | Add +4.4% | 113,640 | $5.5M |
| Arcadia Wealth Management, Inc. | 3.32% | Add +13.4% | 113,388 | $5.5M |
| White Wing Wealth Management | 3.39% | Add +25.5% | 113,134 | $5.5M |
| Tortoise Investment Management, LLC | 0.48% | Add +2.2% | 112,756 | $5.4M |
| Aerodigm Wealth, LLC | 2.28% | Add +21.3% | 112,273 | $5.4M |
| Mills Wealth Advisors LLC | 2.17% | Add +24.3% | 110,616 | $5.3M |
| CreativeOne Wealth, LLC | 0.13% | Add +4.3% | 109,744 | $5.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -6.0% | 108,054 | $5.2M |
| Live Oak Private Wealth LLC | 0.72% | Add +43.8% | 106,670 | $5.1M |
| Binnacle Investments Inc | 2.97% | Add +5.6% | 104,628 | $5.0M |
| Kestra Investment Management, LLC | 0.13% | Add +83.5% | 102,033 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -27.2% | 101,882 | $4.9M |
| Corient Private Wealth LP | 0.01% | Add +2.3% | 98,938 | $4.8M |
| Meredith Wealth Planning | 1.51% | Add +54.5% | 98,653 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 98,097 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.7% | 97,890 | $4.7M |
| Parkwoods Wealth Partners, LLC | 1.60% | Add +978.2% | 97,062 | $4.7M |
| Babb Wealth Advisors LLC | 2.94% | Add +11.8% | 93,829 | $4.5M |
| CogentBlue Wealth Advisors, LLC | 2.96% | Add +31.6% | 90,282 | $4.4M |
| Outbound Financial Inc | 3.45% | Add +33.0% | 87,848 | $4.2M |
| Graves Light Lenhart Wealth, Inc. | 0.46% | Add +0.0% | 85,738 | $4.1M |
| SwitchPoint Financial Planning, LLC | 2.90% | Add +6.5% | 83,142 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.1% | 79,475 | $3.8M |
| SpringVest Wealth Management LLC | 2.79% | Add +64.5% | 78,780 | $3.8M |
| RFG Advisory, LLC | 0.08% | Add +1.9% | 77,205 | $3.7M |
| Diversify Wealth Management, LLC | 0.21% | Reduce -6.5% | 76,994 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +46.2% | 76,644 | $3.7M |
| Acorn Wealth Advisors, LLC | 1.10% | Reduce -0.0% | 72,812 | $3.5M |
| AQR Capital Management | 0.00% | Add +27.2% | 70,110 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +3.6% | 69,654 | $3.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +521.7% | 69,376 | $3.3M |
| XY Planning Network, Inc. | 1.13% | No change | 69,337 | $3.3M |
| Porter White Investment Advisors, Inc. | 1.41% | Add +39.0% | 68,126 | $3.3M |
| Shore Point Advisors, LLC | 1.45% | Add +52.9% | 67,985 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +86.9% | 66,070 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.1% | 64,056 | $3.1M |
| Citigroup Inc. | 0.00% | Add +9.9% | 63,864 | $3.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.97% | Reduce -11.8% | 63,604 | $3.1M |
| SageView Advisory Group, LLC | 0.10% | Reduce -0.1% | 62,869 | $3.0M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -6.5% | 62,058 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +71.7% | 61,805 | $3.0M |
| BOS Asset Management, LLC | 0.84% | Add +22.6% | 61,372 | $3.0M |
| Hippocratic Financial Advisors, LLC | 1.39% | Reduce -4.1% | 59,792 | $2.9M |
| Aspire Private Capital, LLC | 0.62% | Add +3.6% | 58,774 | $2.8M |
| Sowell Financial Services LLC | 0.11% | Add +26.5% | 58,599 | $2.8M |
| My Personal CFO, LLC | 1.08% | New | 57,733 | $2.8M |
| Foundation Wealth Management, LLC\PA | 1.08% | Reduce -0.8% | 57,733 | $2.8M |
| Claris Advisors, LLC / Mo / | 0.95% | Add +1.2% | 56,927 | $2.7M |
| Five Oceans Advisors | 1.00% | Add +0.1% | 56,504 | $2.7M |
| Selective Wealth Management, Inc. | 0.85% | Add +585.9% | 54,416 | $2.6M |
| Coston, McIsaac & Partners | 0.62% | Add +81.0% | 54,303 | $2.6M |
| TCI Wealth Advisors, Inc. | 0.16% | No change | 54,106 | $2.6M |
| Maryland Capital Advisors Inc. | 0.93% | No change | 53,835 | $2.6M |
| Baker Tilly Wealth Management, LLC | 0.57% | New | 52,538 | $2.5M |
| WorthPointe, LLC | 0.93% | Add +58.9% | 51,590 | $2.5M |
| Invst, LLC | 0.28% | Add +11.5% | 51,409 | $2.5M |
| TCP Asset Management, LLC | 0.43% | Add +6.9% | 50,342 | $2.4M |
| Narus Financial Partners, LLC | 0.66% | Reduce -7.3% | 49,818 | $2.4M |
| Austin Private Wealth, LLC | 0.18% | Add +23.5% | 49,338 | $2.4M |
| Werba Rubin Papier Wealth Management | 0.38% | Add +18.4% | 48,713 | $2.3M |
| Rockwood Wealth Management, LLC | 0.19% | Reduce -0.1% | 48,055 | $2.3M |
| IFP Advisors, Inc | 0.06% | Add +9.7% | 47,171 | $2.3M |
| Arcadia Wealth Management, LLC | 0.88% | Reduce -6.2% | 46,257 | $2.2M |
| Dopkins Wealth Management, LLC | 0.92% | Add +1.5% | 45,282 | $2.2M |
| Hartmann Taylor Wealth Management, LLC | 1.52% | Add +4.3% | 44,065 | $2.1M |
| Barry Investment Advisors, LLC | 0.47% | Add +24.3% | 42,178 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.53% | Reduce -11.3% | 41,513 | $2.0M |
| Pillar Financial Advisors, LLC | 1.23% | Reduce -5.8% | 40,569 | $2.0M |
| Solutions 4 Wealth, Ltd | 3.03% | Reduce -1.6% | 40,484 | $2.0M |
| Kaufman Rossin Wealth, LLC | 1.04% | Add +22.2% | 39,453 | $1.9M |
| Wealth Advisors Northwest LLC | 0.91% | Add +9.0% | 39,138 | $1.9M |
| Vestia Personal Wealth Advisors | 1.00% | Add +68.6% | 39,109 | $1.9M |
| Copperleaf Capital, LLC | 0.90% | Add +23.2% | 38,833 | $1.9M |
| Sutton Place Investors LLC | 1.07% | Add +0.7% | 38,822 | $1.9M |
| Index Fund Advisors, Inc. | 0.09% | Add +38.5% | 38,148 | $1.8M |
| Sentinel Wealth Management, Inc. | 1.55% | Add +1.5% | 36,944 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.3% | 35,665 | $1.7M |
| Quarry Hill Advisors, LLC | 0.88% | Reduce -1.7% | 35,480 | $1.7M |
| Aegis Wealth Management LLC | 0.89% | Add +3.6% | 34,668 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | No change | 34,558 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | Add +62.3% | 34,230 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.6% | 33,886 | $1.6M |
| Firethorn Wealth Partners, LLC | 0.64% | Add +9.5% | 33,854 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.3% | 32,853 | $1.6M |
| American Investment Services, Inc. | 0.36% | Reduce -16.8% | 31,080 | $1.5M |
| Morris Financial Concepts, Inc. | 0.53% | Add +2.6% | 30,579 | $1.5M |
| PFG Advisors | 0.06% | Add +18.9% | 30,218 | $1.5M |
| Samalin Investment Counsel, LLC | 0.49% | Add +6.1% | 29,521 | $1.4M |
| Synergy Asset Management, LLC | 0.05% | New | 29,067 | $1.4M |
| Fonville Wealth Management LLC | 0.31% | Add +265.3% | 28,990 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.34% | Reduce -15.0% | 28,419 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.85% | Reduce -4.5% | 27,619 | $1.3M |
| Abacus Wealth Partners, LLC | 0.19% | Add +4.7% | 27,331 | $1.3M |
| Mustard Seed Financial, LLC | 0.83% | New | 26,848 | $1.3M |
| Eaton-Cambridge Inc. | 0.45% | Add +356.4% | 26,613 | $1.3M |
| Geometric Wealth Advisors | 0.17% | Add +29.5% | 25,743 | $1.2M |
| JDH Wealth Management, LLC | 0.86% | Add +17.1% | 25,057 | $1.2M |
| BetterWealth, LLC | 0.28% | Reduce -5.4% | 24,505 | $1.2M |
| Applied Capital LLC | 0.47% | Reduce -2.1% | 24,322 | $1.2M |
| Forza Wealth Management, LLC | 0.45% | New | 24,300 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.8% | 23,326 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +662.5% | 23,172 | $1.1M |
| Smartleaf Asset Management LLC | 0.07% | Add +9.3% | 23,094 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.41% | Reduce -19.0% | 21,561 | $1.0M |
| Keb Asset Management, LLC | 0.23% | Add +8.7% | 20,987 | $1.0M |
| Savvy Advisors, Inc. | 0.05% | New | 20,568 | $991K |
| Mariner, LLC | 0.00% | Reduce -1.2% | 20,270 | $977K |
| Washington Trust Advisors, Inc. | 0.07% | Add +298.5% | 20,039 | $966K |
| Blossom Wealth Management | 1.47% | Add +7.2% | 18,934 | $912K |
| Capstone Wealth Management, LLC | 0.68% | Add +13.3% | 18,456 | $889K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +13.7% | 17,857 | $861K |
| USAdvisors Wealth Management, LLC | 0.29% | Reduce -1.9% | 17,547 | $845K |
| HB Wealth Management, LLC | 0.01% | Add +96.8% | 17,231 | $830K |
| Mgo One Seven LLC | 0.02% | New | 16,936 | $816K |
| Poinciana Advisors Group, LLC | 0.69% | Add +157.8% | 16,914 | $815K |
| Kathleen S. Wright Associates Inc. | 0.30% | No change | 16,898 | $814K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.7% | 16,874 | $813K |
| Nwam LLC | 0.04% | Add +0.6% | 16,478 | $799K |
| Williams & Novak, LLC | 0.61% | Add +18.8% | 16,414 | $791K |
| Nautilus Advisors LLC | 0.53% | Add +0.1% | 16,288 | $785K |
| Forthright Family Wealth Advisory LLC | 0.47% | Add +0.0% | 15,928 | $768K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.8% | 15,647 | $754K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -40.4% | 15,424 | $743K |
| Krilogy Financial LLC | 0.03% | Add +49.1% | 15,234 | $734K |
| Navigoe, LLC | 0.46% | No change | 15,085 | $726K |
| Ethos Financial Group, LLC | 0.06% | Reduce -4.1% | 15,059 | $726K |
| Elevate Wealth Advisory, Inc. | 0.52% | No change | 14,867 | $716K |
| Leading Edge Financial Planning LLC | 0.18% | Add +11.8% | 14,687 | $708K |
| Willow Creek Wealth Management Inc. | 0.06% | New | 14,532 | $700K |
| HFG Wealth Management, LLC | 0.37% | Reduce -4.4% | 14,228 | $686K |
| Forum Financial Management, LP | 0.01% | Reduce -13.4% | 14,224 | $685K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -25.1% | 14,086 | $679K |
| CLG LLC | 0.18% | Add +11.6% | 14,062 | $678K |
| Cary Street Partners Financial LLC | 0.02% | Add +20.9% | 13,891 | $669K |
| TAGStone Capital, Inc. | 0.26% | Reduce -4.9% | 13,871 | $668K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | Add +1.2% | 13,567 | $654K |
| Straight Path Wealth Management | 0.18% | Add +86.5% | 13,544 | $653K |
| Two West Capital Advisors LLC | 0.39% | Reduce -1.5% | 13,297 | $643K |
| Financial Symmetry Inc | 0.29% | Reduce -4.4% | 13,313 | $642K |
| Glass Jacobson Investment Advisors llc | 0.23% | Reduce -2.6% | 12,937 | $623K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +39.6% | 12,701 | $612K |
| Tassel Capital Management, Inc. | 0.39% | Reduce -41.6% | 12,625 | $608K |
| HMV Wealth Advisors, LLC | 0.33% | Add +15.0% | 12,375 | $596K |
| IFG Advisory, LLC | 0.03% | Add +1.6% | 11,737 | $566K |
| Core Wealth Management, Inc. | 0.18% | Reduce -13.4% | 11,510 | $555K |
| Pinnacle Family Advisors, LLC | 0.24% | Add +11.3% | 11,270 | $543K |
| Jones Financial Companies LLLP | 0.00% | Add +28.1% | 11,061 | $532K |
| Stewardship Advisors, LLC | 0.12% | Reduce -11.9% | 10,728 | $517K |
| Dixon Fnancial Services, Inc. | 0.23% | Add +6.8% | 10,347 | $499K |
| Titleist Asset Management, LLC | 0.04% | No change | 10,204 | $492K |
| Brookstone Capital Management | 0.01% | New | 10,057 | $485K |
| Warburton Capital Management, LLC | 0.28% | Add +19.8% | 9,772 | $471K |
| Advyzon Investment Management, LLC | 0.08% | Add +85.3% | 9,655 | $465K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.9% | 9,519 | $459K |
| Triad Wealth Partners, LLC | 0.06% | New | 9,294 | $448K |
| Tanager Wealth Management LLP | 0.05% | New | 9,079 | $438K |
| MAI Capital Management | 0.00% | New | 8,721 | $420K |
| Shearwater Capital LLC | 0.24% | Reduce -0.9% | 8,490 | $409K |
| Austin Asset Management Co Inc | 0.08% | No change | 8,490 | $409K |
| Seaside Wealth Management, Inc. | 0.12% | Add +1.1% | 8,344 | $402K |
| OMNI 360 Wealth, Inc. | 0.22% | Add +0.1% | 8,126 | $392K |
| Annandale Capital, LLC | 0.07% | New | 7,842 | $378K |
| Lam Group, Inc. | 0.23% | Reduce -0.4% | 7,825 | $377K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +9.8% | 7,714 | $372K |
| Lauterbach Financial Advisors, LLC | 0.18% | New | 7,575 | $365K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.2% | 7,346 | $354K |
| GeoWealth Management, LLC | 0.01% | Add +329.6% | 7,152 | $345K |
| Matisse Capital | 0.14% | No change | 6,500 | $313K |
| Abel Hall, LLC | 0.12% | Add +0.3% | 6,166 | $297K |
| Vermillion Wealth Management, Inc. | 0.08% | Reduce -23.9% | 6,012 | $290K |
| Plancorp, LLC | 0.01% | Add +1.4% | 6,009 | $290K |
| Silver Oak Securities, Incorporated | 0.02% | Add +8.5% | 5,725 | $276K |
| Concorde Asset Management, LLC | 0.11% | — | 5,666 | $274K |
| Cwm, LLC | 0.00% | Add +0.6% | 5,427 | $262K |
| Builder Investment Group Inc. | 0.06% | Add +8.8% | 5,399 | $260K |
| Earned Wealth Advisors, LLC | 0.04% | No change | 5,375 | $259K |
| Mutual Advisors, LLC | 0.01% | Add +1.8% | 5,271 | $255K |
| AE Wealth Management LLC | 0.00% | Add +40.3% | 5,272 | $254K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -3.7% | 5,263 | $254K |
| Kelly Financial Group LLC | 0.07% | Reduce -1.6% | 5,238 | $252K |
| FinDec Wealth Services, Inc. | 0.25% | Reduce -35.6% | 5,103 | $246K |
| Security Financial Services, INC. | 0.04% | Add +5.2% | 4,964 | $239K |
| Strathmore Capital Advisors, Inc. | 0.09% | New | 4,746 | $229K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.8% | 4,571 | $220K |
| TCFG Wealth Management, LLC | 0.08% | Reduce -23.6% | 4,469 | $215K |
| Midwest Trust Co | 0.00% | Reduce -13.0% | 4,451 | $214K |
| Morgan Stanley | 0.00% | Add +10302.4% | 4,369 | $211K |
| Investment Advisory Group, LLC | 0.06% | New | 4,365 | $210K |
| Millstone Evans Group, LLC | 0.13% | Reduce -37.0% | 4,314 | $208K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +0.8% | 4,299 | $207K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -4.1% | 4,200 | $202K |
| CENTRAL TRUST Co | 0.00% | No change | 3,750 | $181K |
| Pinney & Scofield, Inc. | 0.11% | Add +30.5% | 3,723 | $179K |
| NewEdge Advisors, LLC | 0.00% | Add +5.4% | 3,580 | $173K |
| Larson Financial Group LLC | 0.01% | New | 3,329 | $160K |
| Comerica Bank | 0.00% | Reduce -58.0% | 2,901 | $140K |
| AdvisorNet Financial, Inc | 0.01% | Add +9.7% | 2,788 | $134K |
| Principal Securities, Inc. | 0.00% | Add +2.6% | 2,346 | $113K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.7% | 2,266 | $109K |
| National Bank of Canada | 0.00% | Add +154.9% | 2,182 | $105K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 1,973 | $95K |
| Oakworth Capital, Inc. | 0.01% | Reduce -30.2% | 1,894 | $91K |
| Prudent Man Investment Management, Inc. | 0.05% | No change | 1,839 | $86K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +4.7% | 1,766 | $85K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 1,691 | $82K |
| Advisory Services Network, LLC | 0.00% | New | 1,231 | $59K |
| Kilter Group LLC | 0.03% | Add +643.1% | 1,137 | $55K |
| Rockefeller Capital Management L.P. | 0.00% | New | 870 | $42K |
| Parallel Advisors, LLC | 0.00% | No change | 860 | $41K |
| Rossby Financial, LCC | 0.01% | No change | 817 | $39K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $36K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 729 | $35K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +29.6% | 727 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 703 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +83.5% | 703 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -85.9% | 685 | $33K |
| MilWealth Group LLC | 0.01% | No change | 581 | $28K |
| DecisionPoint Financial, LLC | 0.01% | No change | 486 | $23K |
| Sunbelt Securities, Inc. | 0.00% | New | 425 | $20K |
| Orion Capital Management LLC | 0.01% | No change | 415 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 344 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 315 | $15K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -42.9% | 315 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | New | 315 | $15K |
| Chapman Financial Group, LLC | 0.01% | New | 267 | $13K |
| North Capital, Inc. | 0.01% | Add +0.7% | 143 | $7K |
| Nemes Rush Group LLC | 0.00% | Add +1.6% | 128 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 53 | $3K |
| UBS Group AG | 0.00% | New | 45 | $2K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 2 | $77 |
| Family Manage LLC | 0.00% | New | 1 | $48 |
| Signaturefd, LLC | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.