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 |
| Discipline Wealth Solutions, LLC | 1.98% | Add +5.9% | 222,955 | $10.7M |
| Werba Rubin Papier Wealth Management | 2.87% | Add +354.2% | 221,243 | $10.6M |
| Betterment LLC | 0.02% | Add +2.0% | 218,483 | $10.5M |
| Disciplined Investments, LLC | 3.96% | Add +10.5% | 214,919 | $10.3M |
| Bay Harbor Wealth Management, LLC | 2.62% | Add +3.2% | 208,927 | $10.0M |
| Optimus Capital Advisors, LLC | 5.86% | — | 208,688 | $10.0M |
| Essential Planning, LLC. | 3.14% | Add +43.1% | 205,188 | $9.8M |
| Friday Financial | 3.38% | Add +22.5% | 199,978 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.3% | 199,544 | $9.6M |
| von Borstel & Associates, Inc. | 2.22% | Add +6.1% | 197,672 | $9.5M |
| City State Bank | 2.57% | Add +14.2% | 195,689 | $9.4M |
| Yardley Wealth Management LLC | 4.96% | Add +9.9% | 194,692 | $9.3M |
| Foundry Financial LLC | 4.73% | — | 187,731 | $9.0M |
| Cambridge Capital Management, LLC | 4.04% | Add +8.9% | 187,414 | $9.0M |
| Peirce Capital Management, LLC | 3.58% | Add +5.3% | 187,385 | $9.0M |
| HBE Wealth Management, LLC | 8.31% | — | 184,116 | $8.8M |
| Family Wealth Partners, LLC | 3.14% | Add +6.3% | 181,953 | $8.7M |
| Heritage Investment Group, Inc. | 1.29% | Add +12.2% | 176,146 | $8.4M |
| EverSource Wealth Advisors, LLC | 0.31% | Reduce -11.0% | 172,957 | $8.3M |
| AssuredPartners Investment Advisors, LLC | 1.22% | Add +4.0% | 170,865 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.26% | Reduce -33.2% | 169,669 | $8.1M |
| WorthPointe, LLC | 2.12% | Add +226.4% | 168,367 | $8.1M |
| Chicago Partners Investment Group LLC | 0.20% | Add +3.2% | 167,331 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +118.3% | 167,314 | $8.0M |
| Selective Wealth Management, Inc. | 2.46% | Add +201.7% | 164,178 | $7.9M |
| Pure Financial Advisors, LLC | 0.12% | Add +2.6% | 161,589 | $7.7M |
| RCS Financial Planning, LLC | 3.29% | Add +2.0% | 159,098 | $7.6M |
| Belleair Asset Management, LLC | 7.03% | — | 154,026 | $7.4M |
| Vantage Point Financial LLC | 2.62% | Add +9.7% | 152,824 | $7.3M |
| CFS Investment Advisory Services, LLC | 0.53% | Add +6.5% | 150,686 | $7.2M |
| Triumph Capital Management | 1.56% | New | 150,385 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +52.2% | 149,302 | $7.2M |
| FMB Wealth Management | 2.82% | Add +31.0% | 149,274 | $7.2M |
| Professional Financial Solutions LLC | 6.61% | — | 147,116 | $7.1M |
| Tru Independence Asset Management 2, LLC | 4.38% | Add +4.7% | 145,974 | $7.0M |
| Burney Co./ | 0.22% | Reduce -0.3% | 145,494 | $7.0M |
| Kestra Investment Management, LLC | 0.17% | Add +38.1% | 140,865 | $6.8M |
| Parker Financial LLC | 2.70% | Add +1.7% | 138,629 | $6.6M |
| Arcadia Wealth Management, Inc. | 3.81% | Add +22.1% | 138,447 | $6.6M |
| Heffernan Advisory, Inc. | 6.30% | — | 137,156 | $6.6M |
| Vermillion & White Wealth Management Group, LLC | 3.57% | Reduce -0.1% | 136,377 | $6.5M |
| Approach Retirement Advisors, LLC | 5.64% | — | 136,439 | $6.5M |
| Kane Co Wealth Management, Inc. | 5.75% | — | 136,041 | $6.5M |
| White Wing Wealth Management | 3.89% | Add +20.2% | 135,958 | $6.5M |
| Squire Investment Management Company, LLC | 1.96% | Add +10.6% | 135,132 | $6.5M |
| Burk Holdings LLC | 3.07% | Add +13.8% | 134,392 | $6.4M |
| New Dimensions Wealth Management, LLC | 5.38% | Add +4.1% | 131,199 | $6.3M |
| Meredith Wealth Planning | 1.84% | Add +30.4% | 128,611 | $6.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.89% | Add +97.4% | 125,538 | $6.0M |
| Babb Wealth Advisors LLC | 3.38% | Add +33.1% | 124,876 | $6.0M |
| Aerodigm Wealth, LLC | 2.30% | Add +10.8% | 124,386 | $6.0M |
| Tortoise Investment Management, LLC | 0.52% | Add +10.1% | 124,188 | $6.0M |
| Kooman & Associates | 1.76% | Add +5.1% | 124,126 | $6.0M |
| Harbour Investments, Inc. | 0.12% | Add +17546.8% | 124,057 | $5.9M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +86.5% | 123,207 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.9% | 121,306 | $5.8M |
| Keystone Financial Group, Inc. | 2.97% | Add +1.6% | 118,269 | $5.7M |
| CreativeOne Wealth, LLC | 0.14% | Add +7.2% | 117,682 | $5.6M |
| Lakeridge Wealth Management LLC | 2.50% | Add +1.1% | 114,912 | $5.5M |
| BDFS Capital LLC | 2.77% | — | 114,443 | $5.5M |
| Composition Wealth, LLC | 0.08% | Reduce -7.9% | 114,129 | $5.5M |
| Live Oak Private Wealth LLC | 0.74% | Add +6.6% | 113,718 | $5.5M |
| Corient Private Wealth LP | 0.01% | Add +10.2% | 108,983 | $5.2M |
| Mills Wealth Advisors LLC | 2.04% | Reduce -2.6% | 107,739 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.7% | 106,178 | $5.1M |
| Tencap Wealth Coaching, LLC | 1.84% | — | 101,544 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +3.0% | 100,777 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 98,161 | $4.7M |
| Foundations Investment Advisors, LLC | 0.06% | Add +41.1% | 97,883 | $4.7M |
| Chico Wealth RIA | 2.93% | Reduce -47.4% | 93,864 | $4.5M |
| Coston, McIsaac & Partners | 1.04% | Add +72.7% | 93,765 | $4.5M |
| Outbound Financial Inc | 3.46% | Add +5.5% | 92,724 | $4.4M |
| Prism Planning Partners LLC | 4.97% | — | 92,463 | $4.4M |
| CogentBlue Wealth Advisors, LLC | 2.97% | Add +0.6% | 90,862 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 90,776 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +40.1% | 89,750 | $4.3M |
| Shore Point Advisors, LLC | 1.80% | Add +30.3% | 88,568 | $4.2M |
| SwitchPoint Financial Planning, LLC | 2.97% | Add +6.4% | 88,488 | $4.2M |
| Aspirean Wealth, LLC | 4.62% | — | 88,142 | $4.2M |
| Graves Light Lenhart Wealth, Inc. | 0.44% | Add +1.0% | 86,625 | $4.2M |
| Simplicity Wealth,LLC | 0.25% | Reduce -27.8% | 86,463 | $4.1M |
| Claris Advisors, LLC / Mo / | 1.26% | Add +51.2% | 86,065 | $4.1M |
| SeedSafe Financial LLC | 3.57% | — | 84,049 | $4.0M |
| AQR Capital Management | 0.00% | Add +18.9% | 83,399 | $4.0M |
| Diversify Wealth Management, LLC | 0.18% | Add +7.0% | 82,413 | $4.0M |
| BOS Asset Management, LLC | 1.06% | Add +33.5% | 81,903 | $3.9M |
| SpringVest Wealth Management LLC | 2.67% | Add +1.3% | 79,803 | $3.8M |
| 49 Wealth Management, LLC | 0.31% | New | 78,456 | $3.8M |
| Porter White Investment Advisors, Inc. | 1.54% | Add +15.0% | 78,322 | $3.8M |
| RFG Advisory, LLC | 0.07% | Reduce -2.0% | 75,665 | $3.6M |
| XY Planning Network, Inc. | 0.63% | Add +8.1% | 74,951 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -9.4% | 72,025 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Add +22.3% | 71,678 | $3.4M |
| Citigroup Inc. | 0.00% | Add +11.4% | 71,128 | $3.4M |
| Fonville Wealth Management LLC | 0.69% | Add +144.4% | 70,841 | $3.4M |
| ProCore Advisors, LLC | 3.30% | — | 67,020 | $3.2M |
| Invst, LLC | 0.35% | Add +29.5% | 66,583 | $3.2M |
| Index Fund Advisors, Inc. | 0.15% | Add +72.3% | 65,713 | $3.2M |
| SageView Advisory Group, LLC | 0.11% | Add +4.0% | 65,372 | $3.1M |
| Acorn Wealth Advisors, LLC | 0.93% | Reduce -10.5% | 65,150 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -6.8% | 64,883 | $3.1M |
| Vestia Personal Wealth Advisors | 1.55% | Add +62.1% | 63,401 | $3.0M |
| Powerhouse Assets LLC | 2.63% | — | 62,295 | $3.0M |
| Broadhurst Jeffrey B | 2.96% | — | 59,497 | $2.9M |
| Hippocratic Financial Advisors, LLC | 1.31% | Reduce -1.2% | 59,099 | $2.8M |
| Aspire Private Capital, LLC | 0.62% | Reduce -1.8% | 57,722 | $2.8M |
| Five Oceans Advisors | 0.96% | Add +0.1% | 56,530 | $2.7M |
| Austin Private Wealth, LLC | 0.20% | Add +12.5% | 55,493 | $2.7M |
| TCI Wealth Advisors, Inc. | 0.14% | Add +0.4% | 54,343 | $2.6M |
| Maryland Capital Advisors Inc. | 0.87% | No change | 53,835 | $2.6M |
| MB Generational Wealth, LLC | 1.34% | New | 52,854 | $2.5M |
| Foundation Wealth Management, LLC\PA | 0.92% | Reduce -8.6% | 52,743 | $2.5M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -15.6% | 52,391 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 52,351 | $2.5M |
| TCP Asset Management, LLC | 0.42% | Add +3.6% | 52,140 | $2.5M |
| Wheels Up Wealth, Inc. | 2.30% | — | 51,459 | $2.5M |
| Barry Investment Advisors, LLC | 0.52% | Add +15.9% | 48,882 | $2.3M |
| Dopkins Wealth Management, LLC | 0.93% | Add +4.7% | 47,417 | $2.3M |
| Narus Financial Partners, LLC | 0.62% | Reduce -6.1% | 46,795 | $2.2M |
| Rockwood Wealth Management, LLC | 0.16% | Reduce -4.2% | 46,053 | $2.2M |
| IFP Advisors, Inc | 0.05% | Reduce -3.8% | 45,396 | $2.2M |
| Arcadia Wealth Management, LLC | 0.80% | Reduce -2.7% | 44,992 | $2.2M |
| Kaufman Rossin Wealth, LLC | 1.10% | Add +11.8% | 44,113 | $2.1M |
| Mustard Seed Financial, LLC | 1.29% | Add +59.5% | 42,821 | $2.1M |
| Hartmann Taylor Wealth Management, LLC | 1.36% | Reduce -5.0% | 41,875 | $2.0M |
| Sutton Place Investors LLC | 1.09% | Add +6.3% | 41,270 | $2.0M |
| Wealth Advisors Northwest LLC | 0.87% | Add +5.1% | 41,139 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +268.8% | 40,788 | $2.0M |
| Vigil Wealth Management, LLC | 1.57% | — | 39,338 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.45% | Reduce -6.0% | 39,001 | $1.9M |
| Keb Asset Management, LLC | 0.38% | Add +84.3% | 38,678 | $1.9M |
| Pillar Financial Advisors, LLC | 1.11% | Reduce -5.7% | 38,248 | $1.8M |
| Sentinel Wealth Management, Inc. | 1.49% | Add +1.2% | 37,395 | $1.8M |
| Keating Financial Advisory Services, Inc. | 0.24% | — | 36,837 | $1.8M |
| American Investment Services, Inc. | 0.40% | Add +15.6% | 35,937 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 35,703 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.9% | 34,879 | $1.7M |
| Aegis Wealth Management LLC | 0.94% | Add +0.1% | 34,685 | $1.7M |
| Northern Trust Corp. | 0.00% | No change | 33,886 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +245.5% | 32,888 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.7% | 32,641 | $1.6M |
| Savvy Advisors, Inc. | 0.05% | Add +57.8% | 32,461 | $1.6M |
| LYNX Capital Group Ltd. | 0.67% | New | 30,368 | $1.5M |
| Solutions 4 Wealth, Ltd | 2.19% | Reduce -25.5% | 30,158 | $1.4M |
| BetterWealth, LLC | 0.33% | Add +22.2% | 29,952 | $1.4M |
| Synergy Asset Management, LLC | 0.15% | Add +3.0% | 29,929 | $1.4M |
| Abacus Wealth Partners, LLC | 0.14% | Add +6.7% | 29,165 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.52% | Reduce -13.9% | 29,153 | $1.4M |
| Morris Financial Concepts, Inc. | 0.49% | Reduce -5.5% | 28,908 | $1.4M |
| Quarry Hill Advisors, LLC | 0.64% | Reduce -18.6% | 28,888 | $1.4M |
| Samalin Investment Counsel, LLC | 0.49% | Reduce -2.9% | 28,669 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.81% | Reduce -0.5% | 27,496 | $1.3M |
| Cypress Financial Planning LLC | 0.36% | New | 27,163 | $1.3M |
| Safeguard Investment Advisory Group, LLC | 0.33% | Reduce -5.0% | 26,993 | $1.3M |
| PFG Advisors | 0.06% | Reduce -11.0% | 26,904 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.7% | 26,288 | $1.3M |
| Capstone Wealth Management, LLC | 0.92% | Add +42.4% | 26,287 | $1.3M |
| Demming Financial Services Corp. | 0.92% | — | 25,635 | $1.2M |
| Smartleaf Asset Management LLC | 0.05% | Add +10.7% | 25,568 | $1.2M |
| Geometric Wealth Advisors | 0.16% | Reduce -0.6% | 25,577 | $1.2M |
| E-Wealth Partners, LLC | 1.02% | — | 25,345 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 24,797 | $1.2M |
| Forza Wealth Management, LLC | 0.42% | No change | 24,300 | $1.2M |
| JDH Wealth Management, LLC | 0.79% | Reduce -4.2% | 23,995 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +461.5% | 23,582 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +65.0% | 22,920 | $1.1M |
| Poinciana Advisors Group, LLC | 0.87% | Add +35.4% | 22,894 | $1.1M |
| Platform Wealth Management, LLC | 0.29% | — | 22,752 | $1.1M |
| Applied Capital LLC | 0.42% | Reduce -7.3% | 22,544 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.26% | Reduce -58.2% | 21,978 | $1.1M |
| Lutz Financial Services LLC | 0.07% | New | 21,519 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +14.7% | 20,489 | $982K |
| Washington Trust Advisors, Inc. | 0.07% | Add +1.3% | 20,289 | $973K |
| Mariner, LLC | 0.00% | Reduce -0.4% | 20,195 | $968K |
| Mgo One Seven LLC | 0.02% | Add +16.7% | 19,758 | $947K |
| Blossom Wealth Management | 1.46% | Reduce -2.3% | 18,504 | $887K |
| USAdvisors Wealth Management, LLC | 0.29% | Add +4.3% | 18,300 | $877K |
| Geneos Wealth Management Inc. | 0.02% | Add +5.7% | 17,827 | $855K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.2% | 17,019 | $816K |
| Nautilus Advisors LLC | 0.52% | Add +2.7% | 16,735 | $802K |
| Nwam LLC | 0.04% | Add +1.2% | 16,683 | $801K |
| Williams & Novak, LLC | 0.60% | Add +1.4% | 16,648 | $798K |
| Timonier Family Office, LTD. | 0.25% | New | 16,542 | $793K |
| Elevate Wealth Advisory, Inc. | 0.54% | Add +10.3% | 16,396 | $786K |
| TAGStone Capital, Inc. | 0.29% | Add +17.4% | 16,286 | $781K |
| Ballast Rock Private Wealth LLC | 0.49% | — | 16,229 | $778K |
| Forthright Family Wealth Advisory LLC | 0.48% | No change | 15,928 | $764K |
| Cardiff Park Advisors, LLC | 0.06% | Add +1.1% | 15,825 | $759K |
| Krilogy Financial LLC | 0.02% | No change | 15,234 | $732K |
| Navigoe, LLC | 0.45% | No change | 15,085 | $723K |
| HMV Wealth Advisors, LLC | 0.36% | Add +20.7% | 14,940 | $716K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.8% | 14,834 | $712K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +5.0% | 14,785 | $709K |
| HFG Wealth Management, LLC | 0.39% | Add +3.4% | 14,713 | $705K |
| Mission Wealth Management, LP | 0.01% | New | 14,594 | $700K |
| CLG LLC | 0.17% | Add +3.8% | 14,594 | $700K |
| Donalies Financial Planning, LLC | 0.60% | — | 14,583 | $699K |
| Ethos Financial Group, LLC | 0.05% | Reduce -4.2% | 14,425 | $692K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +27.4% | 14,359 | $689K |
| Two West Capital Advisors LLC | 0.40% | Add +7.6% | 14,308 | $686K |
| Leading Edge Financial Planning LLC | 0.16% | Reduce -3.0% | 14,242 | $683K |
| Old Mission Capital LLC | 0.03% | New | 13,806 | $662K |
| GeoWealth Management, LLC | 0.02% | Add +92.0% | 13,728 | $658K |
| Straight Path Wealth Management | 0.17% | Reduce -1.1% | 13,394 | $642K |
| Financial Symmetry Inc | 0.26% | Reduce -0.8% | 13,200 | $633K |
| Advyzon Investment Management, LLC | 0.07% | Add +36.2% | 13,153 | $631K |
| Eaton-Cambridge Inc. | 0.20% | Reduce -52.2% | 12,724 | $610K |
| Dixon Fnancial Services, Inc. | 0.27% | Add +21.0% | 12,517 | $600K |
| Stirlingshire Investments, Inc. | 0.52% | — | 12,206 | $585K |
| Triad Wealth Partners, LLC | 0.05% | Add +28.6% | 11,955 | $573K |
| Cwm, LLC | 0.00% | Add +113.0% | 11,562 | $554K |
| Victory Financial Group, LLC | 0.07% | New | 10,996 | $527K |
| Forum Financial Management, LP | 0.01% | Reduce -22.8% | 10,986 | $527K |
| Red Lighthouse Investment Management, LLC | 0.19% | Add +1406.5% | 10,982 | $527K |
| Stewardship Advisors, LLC | 0.12% | Add +1.7% | 10,910 | $523K |
| Cogent Strategic Wealth LLC | 0.57% | — | 10,851 | $521K |
| Warburton Capital Management, LLC | 0.29% | Add +11.3% | 10,881 | $521K |
| Glass Jacobson Investment Advisors llc | 0.19% | Reduce -16.2% | 10,839 | $520K |
| Tanager Wealth Management LLP | 0.05% | Add +18.4% | 10,748 | $515K |
| Core Wealth Management, Inc. | 0.16% | Reduce -8.6% | 10,515 | $504K |
| Vistica Wealth Advisors, LLC | 0.50% | — | 10,400 | $499K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -53.5% | 10,037 | $481K |
| Titleist Asset Management, LLC | 0.04% | Reduce -2.9% | 9,913 | $475K |
| Summit Wealth Group LLC / Co. | 0.06% | New | 9,120 | $437K |
| McCartney Wealth Management LLC | 0.37% | — | 8,838 | $424K |
| Oath Planning, LLC | 0.41% | — | 8,704 | $417K |
| marrick wealth, LLC | 0.34% | — | 8,644 | $414K |
| Shearwater Capital LLC | 0.23% | Add +0.1% | 8,494 | $407K |
| Austin Asset Management Co Inc | 0.07% | No change | 8,490 | $407K |
| Seaside Wealth Management, Inc. | 0.12% | Add +1.6% | 8,481 | $407K |
| Pioneer Wealth Management Group | 0.12% | New | 8,350 | $400K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +1.9% | 8,281 | $398K |
| AE Wealth Management LLC | 0.00% | Add +51.5% | 7,989 | $383K |
| Annandale Capital, LLC | 0.06% | No change | 7,842 | $376K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +1.5% | 7,687 | $369K |
| Cogent Private Wealth, Inc. | 0.28% | — | 7,550 | $362K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.3% | 7,370 | $354K |
| Integrated Advisors Network LLC | 0.02% | New | 7,341 | $352K |
| Creative Planning | 0.00% | New | 6,916 | $332K |
| World Investment Advisors | 0.01% | New | 6,510 | $312K |
| Matisse Capital | 0.14% | No change | 6,500 | $312K |
| Cary Street Partners Investment Advisory LLC | 0.08% | New | 6,371 | $305K |
| Strathmore Capital Advisors, Inc. | 0.10% | Add +33.6% | 6,342 | $304K |
| Abel Hall, LLC | 0.07% | Add +0.8% | 6,213 | $298K |
| Morgan Stanley | 0.00% | Add +42.0% | 6,205 | $298K |
| Vermillion Wealth Management, Inc. | 0.12% | Add +1.6% | 6,110 | $293K |
| Plancorp, LLC | 0.01% | Add +1.3% | 6,089 | $292K |
| Silver Oak Securities, Incorporated | 0.02% | Add +4.7% | 5,996 | $288K |
| JM2 Capital Inc. | 0.23% | — | 5,970 | $286K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,894 | $283K |
| Claris Financial LLC | 0.15% | New | 5,886 | $282K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -27.5% | 5,592 | $268K |
| Lam Group, Inc. | 0.15% | Reduce -28.8% | 5,575 | $267K |
| Independent Financial Group, LLC | 0.01% | New | 5,361 | $257K |
| Capstone Wealth Management, Inc. | 0.22% | — | 5,328 | $256K |
| Builder Investment Group Inc. | 0.05% | Reduce -1.8% | 5,301 | $254K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,300 | $254K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 5,285 | $253K |
| Security Financial Services, INC. | 0.04% | Add +5.2% | 5,222 | $250K |
| Kelly Financial Group LLC | 0.06% | Reduce -2.3% | 5,120 | $246K |
| Investmark Advisory Group LLC | 0.10% | New | 5,063 | $243K |
| BankChampaign, National Association | 0.24% | — | 20 | $243K |
| Concorde Asset Management, LLC | 0.10% | Reduce -12.1% | 4,978 | $239K |
| Arax Advisory Partners | 0.01% | New | 4,955 | $238K |
| Merit Financial Group, LLC | 0.00% | Add +7.0% | 4,891 | $235K |
| rebel Financial LLC | 0.10% | Add +0.0% | 4,869 | $233K |
| ATLas Financial Planning LLC | 0.23% | — | 4,850 | $233K |
| FinDec Wealth Services, Inc. | 0.25% | Reduce -5.2% | 4,836 | $232K |
| Midwest Trust Co | 0.00% | Add +1.1% | 4,498 | $216K |
| TCFG Wealth Management, LLC | 0.08% | No change | 4,469 | $214K |
| Investment Advisory Group, LLC | 0.05% | No change | 4,365 | $209K |
| AdvisorNet Financial, Inc | 0.01% | Add +54.2% | 4,300 | $206K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | No change | 4,299 | $206K |
| 25 LLC | 0.07% | New | 4,287 | $206K |
| Millstone Evans Group, LLC | 0.11% | Reduce -9.8% | 3,890 | $187K |
| Pinney & Scofield, Inc. | 0.11% | Add +3.8% | 3,866 | $185K |
| CENTRAL TRUST Co | 0.00% | No change | 3,750 | $180K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 3,605 | $173K |
| Rogco, LP | 0.06% | New | 3,468 | $166K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.13% | — | 3,360 | $161K |
| Larson Financial Group LLC | 0.01% | No change | 3,329 | $160K |
| Comerica Bank | 0.00% | Add +10.8% | 3,215 | $154K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.5% | 2,300 | $110K |
| National Bank of Canada | 0.00% | No change | 2,182 | $105K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 1,973 | $95K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,894 | $91K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.5% | 1,774 | $85K |
| Tradewinds Capital Management, LLC | 0.02% | New | 1,695 | $81K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.7% | 1,341 | $64K |
| Kilter Group LLC | 0.02% | Reduce -0.6% | 1,130 | $54K |
| VSM Wealth Advisory, LLC | 0.01% | New | 1,042 | $50K |
| Parallel Advisors, LLC | 0.00% | No change | 860 | $41K |
| Rossby Financial, LCC | 0.01% | No change | 817 | $39K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.8% | 750 | $36K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $35K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.6% | 739 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.4% | 706 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 690 | $33K |
| MilWealth Group LLC | 0.01% | No change | 581 | $28K |
| DecisionPoint Financial, LLC | 0.01% | No change | 486 | $23K |
| Wellington Grp LLC | 0.01% | — | 427 | $20K |
| Orion Capital Management LLC | 0.01% | No change | 415 | $20K |
| Rialto Wealth Management, LLC | 0.00% | No change | 315 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 315 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 316 | $15K |
| Chapman Financial Group, LLC | 0.01% | No change | 267 | $13K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 53 | $3K |
| Signaturefd, LLC | 0.00% | No change | 1 | $64 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.7% | 1 | $26 |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.