Dimensional Short DurationDFSDETF
13F holders, Q4 2025 (December 31)410holders +46
29new positions
24sold out
1famous investor
$47.95avg. 13F price*
At the end of Q4 2025, 410 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 46 from Q3 2025. 29 opened new positions and 24 sold out. The largest holders were Focus Partners Wealth ($261.1M), Apella Capital, LLC ($216.2M) and Savant Capital, LLC ($192.5M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $66.6M |
| Exits | 24 | $40.6M |
All 13F filers, Q3 2025 → Q4 2025: 13,021,172 shares bought and 5,414,199 shares sold, net +7,606,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| Focus Partners Wealth | 0.30% | Add +16.2% | 5,445,744 | $261.1M |
| Apella Capital, LLC | 4.27% | Add +12.7% | 4,509,681 | $216.2M |
| Savant Capital, LLC | 1.10% | Reduce -1.4% | 4,015,059 | $192.5M |
| OneDigital Investment Advisors LLC | 1.67% | Add +9.9% | 3,557,393 | $170.6M |
| Beaird Harris Wealth Management, LLC | 10.59% | Add +8.4% | 3,204,807 | $153.7M |
| Planning Center, Inc. | 13.19% | Add +11.2% | 2,693,940 | $129.2M |
| Root Financial Partners, LLC | 6.16% | Add +33.7% | 2,484,523 | $119.1M |
| Vise Technologies, Inc. | 2.14% | Add +279.7% | 2,274,567 | $109.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.5% | 2,263,961 | $108.6M |
| DiNuzzo Private Wealth, Inc. | 10.66% | Add +4.9% | 2,043,634 | $98.0M |
| HighTower Advisors, LLC | 0.10% | Add +5.8% | 1,887,749 | $90.5M |
| Phillips Financial Management, LLC | 5.46% | Add +15.6% | 1,766,837 | $84.7M |
| Great Waters Wealth Management | 8.23% | Add +10.5% | 1,559,797 | $74.8M |
| Rachor Investment Advisory Services, LLC | 35.80% | — | 1,407,423 | $67.5M |
| Diversified Portfolios, Inc. | 4.94% | Add +9.5% | 1,236,613 | $59.3M |
| Rather & Kittrell, Inc. | 9.51% | Add +16.6% | 1,231,675 | $59.1M |
| Market Street Wealth Management Advisors LLC | 9.10% | Add +3.3% | 1,220,654 | $58.5M |
| Assetmark, Inc. | 0.12% | Reduce -2.0% | 1,220,485 | $58.5M |
| WPWealth LLP | 8.79% | Add +7.9% | 1,171,113 | $56.2M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Reduce -77.4% | 1,146,111 | $55.0M |
| McIlrath & Eck, LLC | 5.04% | Add +23.4% | 1,131,781 | $54.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.9% | 1,097,179 | $52.6M |
| Ruedi Wealth Management, Inc. | 13.10% | Add +7.4% | 1,042,845 | $50.0M |
| Altiora Financial Group, LLC | 8.05% | Add +1.6% | 974,467 | $46.7M |
| RAM Investment Partners, LLC | 8.25% | Add +5.4% | 952,008 | $45.6M |
| Curio Wealth, LLC | 15.80% | Add +14.6% | 930,407 | $44.6M |
| 55 North Private Wealth, LLC | 10.94% | — | 865,677 | $41.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +287.4% | 853,016 | $40.9M |
| Financial Plan, Inc. | 4.30% | — | 780,212 | $37.4M |
| Park Avenue Securities LLC | 0.31% | Add +5.1% | 775,052 | $37.2M |
| Wealthquest Corp | 2.65% | Add +11.6% | 731,031 | $35.1M |
| Signature Resources Capital Management, LLC | 16.52% | Add +11.1% | 681,517 | $32.7M |
| Maseco LLP | 1.36% | Add +4.3% | 649,216 | $31.1M |
| Mattern Wealth Management LLC | 5.49% | Add +5.9% | 595,313 | $28.5M |
| Great Oak Capital Partners, LLC | 6.97% | Add +22.6% | 579,543 | $27.8M |
| Bank of America Corp. | 0.00% | Add +18.8% | 575,861 | $27.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.48% | Add +5.0% | 549,152 | $26.3M |
| Valued Wealth Advisors LLC | 11.52% | Add +3.8% | 546,435 | $26.2M |
| Eclectic Associates Inc. | 4.07% | Add +42.5% | 544,186 | $26.1M |
| Grunden Financial Advisory, Inc. | 9.64% | Add +0.3% | 514,517 | $24.7M |
| Sterling Wealth Advisors Inc | 14.41% | Reduce -3.8% | 497,906 | $23.9M |
| Northwest Wealth Management, LLC | 3.62% | Add +18.4% | 479,430 | $23.0M |
| Jackson Thornton Wealth Management, LLC | 2.15% | Add +5.5% | 474,294 | $22.8M |
| Allegiance Financial Group Advisory Services LLC | 4.67% | Add +7.2% | 462,898 | $22.2M |
| Wheelhouse Advisory Group LLC | 8.44% | Add +42.0% | 461,742 | $22.2M |
| Wolfstich Capital, LLC | 20.25% | New | 458,208 | $22.0M |
| Legacy Financial Group, Inc. | 5.71% | Add +7.1% | 454,428 | $21.8M |
| SJS Investment Consulting Inc. | 2.68% | Add +8.5% | 441,690 | $21.2M |
| Vestment Financial LLC | 10.87% | Add +11.6% | 436,774 | $21.0M |
| SC&H Financial Advisors, Inc. | 3.16% | Add +34.2% | 425,472 | $20.4M |
| Guardian Wealth Management, LLC | 6.18% | — | 406,426 | $19.5M |
| Integrity Alliance, Llc. | 0.70% | Reduce -8.4% | 397,427 | $19.1M |
| SageOak Financial, LLC | 13.78% | Add +3.7% | 397,214 | $19.0M |
| Verisail Partners, LLC | 7.74% | Add +4.6% | 392,864 | $18.8M |
| Tillman Hartley LLC | 4.43% | Add +18.1% | 368,178 | $17.7M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 367,963 | $17.6M |
| Onyx Financial Advisors, LLC | 7.47% | Add +5.7% | 367,429 | $17.6M |
| Osaic Holdings, Inc. | 0.03% | Add +6.2% | 364,026 | $17.5M |
| Nova R Wealth, Inc. | 6.35% | Add +18.9% | 363,495 | $17.4M |
| Cornerstone Wealth Partners, LLC | 12.08% | — | 362,878 | $17.4M |
| BCU Wealth Advisors, LLC | 6.61% | Add +7.4% | 360,136 | $17.3M |
| AlphaStar Capital Management, LLC | 1.27% | Add +70.6% | 359,697 | $17.2M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +14.8% | 359,627 | $17.2M |
| LPL Financial LLC | 0.00% | Add +6.4% | 355,761 | $17.1M |
| Three Arch Wealth Management LLC | 3.19% | — | 354,946 | $17.0M |
| Farther Finance Advisors, LLC | 0.18% | Add +35.5% | 345,737 | $16.6M |
| Awm Capital, LLC | 1.49% | Add +10.3% | 343,149 | $16.5M |
| BCO Wealth Management LLC | 10.09% | Add +16.0% | 342,947 | $16.4M |
| Pacific Asset Management, LLC | 9.80% | Add +18.7% | 340,510 | $16.3M |
| Sterling Wealth Management, Inc. | 4.62% | Add +27.7% | 337,677 | $16.2M |
| Brady Martz Wealth Solutions, LLC | 2.73% | Add +7.9% | 322,913 | $15.5M |
| One Degree Advisors Inc | 4.23% | Add +3.4% | 320,940 | $15.4M |
| Pine Harbor Wealth Management, LLC | 4.70% | Add +20.1% | 319,594 | $15.3M |
| Factor Wealth Management LTD | 3.24% | Add +11.9% | 312,465 | $15.0M |
| Studio Investment Management LLC | 2.68% | Add +13.2% | 305,609 | $14.7M |
| Kondo Wealth Advisors, Inc. | 5.46% | Add +6.8% | 297,363 | $14.3M |
| Liberty Wealth Management LLC | 1.83% | New | 294,976 | $14.1M |
| Client 1ST Advisory Group, LLC | 4.43% | Add +1.1% | 294,809 | $14.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.81% | Reduce -12.2% | 283,886 | $13.6M |
| CPA Asset Management Group, LLC | 4.76% | Add +55.7% | 283,084 | $13.6M |
| Oceanside Advisors LLC | 8.08% | Add +0.6% | 277,971 | $13.3M |
| Waverly Advisors, LLC | 0.11% | Reduce -0.8% | 277,604 | $13.3M |
| Dravo Bay LLC | 5.48% | Add +12.1% | 274,861 | $13.2M |
| Sax Wealth Advisors, LLC | 0.62% | Reduce -21.9% | 274,325 | $13.2M |
| Integrated Wealth Concepts LLC | 0.15% | Add +10.0% | 267,775 | $12.8M |
| Stratos Investment Management, LLC | 0.51% | Add +3.9% | 267,194 | $12.8M |
| Johnson Wealth Management, LLC | 6.22% | Add +13.5% | 260,538 | $12.5M |
| Allworth Financial LP | 0.05% | Add +10.2% | 259,648 | $12.5M |
| Cornerstone Management, Inc. | 1.97% | Add +19.6% | 251,694 | $12.1M |
| Torren Management, LLC | 6.13% | — | 250,470 | $12.0M |
| Shira Ridge Wealth Management | 4.71% | Add +37.6% | 244,674 | $11.7M |
| Truist Financial Corp. | 0.02% | Add +75.8% | 240,387 | $11.5M |
| Parkwoods Wealth Partners, LLC | 3.36% | Add +145.7% | 238,468 | $11.4M |
| Integrity Advisory Solutions, LLC | 1.62% | Add +10.0% | 234,841 | $11.3M |
| Concord Wealth Partners | 1.45% | Add +9.3% | 232,998 | $11.2M |
| Passive Capital Management, LLC. | 3.49% | Add +13.5% | 232,508 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Add +275.4% | 231,998 | $11.1M |
| Parkshore Wealth Management, Inc. | 4.16% | Add +17.8% | 230,945 | $11.1M |
| Gradient Capital Advisors, LLC | 2.77% | Add +0.9% | 224,458 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +5.1% | 224,280 | $10.8M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.