Dimensional Short DurationDFSDETF
13F holders, Q1 2026 (March 31)430holders +20
34new positions
14sold out
2famous investors
$47.90avg. 13F price*
At the end of Q1 2026, 430 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 20 from Q4 2025. 34 opened new positions and 14 sold out. The largest holders were Focus Partners Wealth ($293.1M), Apella Capital, LLC ($252.9M) and Focus Partners Advisor Solutions, LLC ($245.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Short Duration
- CUSIP
- 25434V864
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $91.9M |
| Exits | 14 | $17.3M |
All 13F filers, Q4 2025 → Q1 2026: 15,326,349 shares bought and 1,505,744 shares sold, net +13,820,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Focus Partners Wealth | 0.33% | Add +12.4% | 6,122,105 | $293.1M |
| Apella Capital, LLC | 3.76% | Add +16.3% | 5,246,327 | $252.9M |
| Focus Partners Advisor Solutions, LLC | 2.47% | Add +347.3% | 5,126,922 | $245.5M |
| Savant Capital, LLC | 0.90% | Reduce -2.8% | 3,903,965 | $186.9M |
| OneDigital Investment Advisors LLC | 1.73% | Add +4.0% | 3,699,843 | $177.1M |
| Beaird Harris Wealth Management, LLC | 10.12% | Reduce -3.0% | 3,109,706 | $148.9M |
| Root Financial Partners, LLC | 6.62% | Add +20.4% | 2,991,136 | $143.2M |
| Planning Center, Inc. | 13.62% | Add +4.2% | 2,808,255 | $134.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.8% | 2,418,971 | $115.8M |
| Vise Technologies, Inc. | 2.14% | No change | 2,274,567 | $109.1M |
| DiNuzzo Private Wealth, Inc. | 10.53% | Reduce -0.1% | 2,041,183 | $97.7M |
| HighTower Advisors, LLC | 0.10% | Add +4.3% | 1,968,903 | $94.3M |
| Great Waters Wealth Management | 9.04% | Add +14.4% | 1,783,924 | $85.4M |
| Phillips Financial Management, LLC | 5.95% | Reduce -3.0% | 1,714,301 | $82.1M |
| Rachor Investment Advisory Services, LLC | 36.55% | Add +3.2% | 1,452,715 | $69.6M |
| Diversified Portfolios, Inc. | 5.26% | Add +8.1% | 1,336,422 | $64.0M |
| Rather & Kittrell, Inc. | 9.84% | Add +8.2% | 1,332,011 | $63.8M |
| McIlrath & Eck, LLC | 4.67% | Add +14.6% | 1,297,305 | $62.1M |
| Market Street Wealth Management Advisors LLC | 9.40% | Add +2.0% | 1,245,625 | $59.6M |
| WPWealth LLP | 8.85% | Add +3.3% | 1,209,899 | $57.9M |
| Assetmark, Inc. | 0.12% | Reduce -2.4% | 1,190,826 | $57.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +7.8% | 1,182,831 | $56.6M |
| Ruedi Wealth Management, Inc. | 13.53% | Add +5.2% | 1,097,303 | $52.5M |
| RAM Investment Partners, LLC | 8.40% | Add +4.9% | 998,462 | $47.8M |
| Curio Wealth, LLC | 15.68% | Add +3.0% | 958,276 | $45.9M |
| Allworth Financial LP | 0.18% | Add +260.4% | 935,707 | $44.8M |
| Altiora Financial Group, LLC | 7.28% | Reduce -5.3% | 922,515 | $44.2M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +7.6% | 917,818 | $43.9M |
| Financial Plan, Inc. | 4.71% | Add +17.6% | 917,141 | $43.9M |
| 55 North Private Wealth, LLC | 10.78% | Add +1.6% | 879,329 | $42.1M |
| Signature Resources Capital Management, LLC | 17.54% | Add +13.4% | 773,080 | $37.0M |
| Elser Financial Planning, Inc | 1.80% | New | 772,713 | $37.0M |
| Wealthquest Corp | 2.62% | Add +5.5% | 771,485 | $36.9M |
| Park Avenue Securities LLC | 0.29% | Reduce -0.7% | 769,712 | $36.9M |
| Bank of America Corp. | 0.00% | Add +30.5% | 751,650 | $36.0M |
| Maseco LLP | 1.11% | Add +13.8% | 738,839 | $35.4M |
| Eclectic Associates Inc. | 4.36% | Add +26.1% | 686,064 | $32.8M |
| Wheelhouse Advisory Group LLC | 9.80% | Add +33.7% | 617,530 | $29.6M |
| Mattern Wealth Management LLC | 5.63% | Add +1.4% | 603,374 | $28.9M |
| Great Oak Capital Partners, LLC | 6.65% | Add +2.8% | 595,719 | $28.6M |
| Farther Finance Advisors, LLC | 0.26% | Add +64.3% | 568,116 | $27.2M |
| Valued Wealth Advisors LLC | 10.82% | Add +2.1% | 557,734 | $26.7M |
| Northwest Wealth Management, LLC | 3.99% | Add +15.7% | 554,913 | $26.6M |
| Allegiance Financial Group Advisory Services LLC | 4.88% | Add +10.6% | 511,899 | $24.5M |
| Jackson Thornton Wealth Management, LLC | 2.19% | Add +6.8% | 506,382 | $24.3M |
| Sterling Wealth Advisors Inc | 13.75% | Add +0.4% | 500,013 | $24.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 10.53% | Reduce -10.3% | 492,749 | $23.6M |
| SC&H Financial Advisors, Inc. | 3.50% | Add +13.8% | 484,186 | $23.2M |
| Vestment Financial LLC | 10.85% | Add +9.4% | 477,806 | $23.0M |
| Legacy Financial Group, Inc. | 5.91% | Add +2.8% | 467,314 | $22.4M |
| CPA Asset Management Group, LLC | 7.33% | Add +61.3% | 456,710 | $21.9M |
| Cornerstone Wealth Partners, LLC | 12.40% | Add +25.8% | 456,631 | $21.9M |
| SJS Investment Consulting Inc. | 2.66% | Add +3.1% | 455,308 | $21.8M |
| Guardian Wealth Management, LLC | 6.52% | Add +10.5% | 449,187 | $21.5M |
| Parkwoods Wealth Partners, LLC | 5.23% | Add +87.0% | 445,859 | $21.3M |
| Pacific Asset Management, LLC | 11.20% | Add +23.1% | 419,016 | $20.1M |
| Wolfstich Capital, LLC | 17.11% | Reduce -10.6% | 409,693 | $19.6M |
| Verisail Partners, LLC | 7.89% | Add +3.4% | 406,326 | $19.5M |
| SageOak Financial, LLC | 13.57% | Add +1.0% | 401,283 | $19.2M |
| Awm Capital, LLC | 1.72% | Add +15.4% | 395,960 | $19.0M |
| Integrity Alliance, Llc. | 0.71% | Reduce -1.9% | 390,017 | $18.7M |
| Nova R Wealth, Inc. | 5.95% | Add +7.1% | 389,213 | $18.6M |
| AlphaStar Capital Management, LLC | 1.37% | Add +7.6% | 387,081 | $18.5M |
| Onyx Financial Advisors, LLC | 7.68% | Add +5.1% | 386,210 | $18.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +7.3% | 386,011 | $18.5M |
| Sterling Wealth Management, Inc. | 4.95% | Add +11.6% | 376,697 | $18.0M |
| Three Arch Wealth Management LLC | 3.24% | Add +6.0% | 376,227 | $18.0M |
| BCU Wealth Advisors, LLC | 6.68% | Add +3.9% | 373,992 | $17.9M |
| Pine Harbor Wealth Management, LLC | 5.28% | Add +15.3% | 368,343 | $17.6M |
| Tillman Hartley LLC | 4.41% | Reduce -0.4% | 366,761 | $17.6M |
| Factor Wealth Management LTD | 3.25% | Add +15.6% | 361,141 | $17.3M |
| BCO Wealth Management LLC | 10.31% | Add +4.5% | 358,326 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +132.5% | 347,186 | $16.6M |
| Cornerstone Management, Inc. | 2.62% | Add +36.4% | 343,315 | $16.4M |
| Brady Martz Wealth Solutions, LLC | 2.78% | Add +5.7% | 341,176 | $16.3M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 338,855 | $16.2M |
| One Degree Advisors Inc | 4.23% | Add +4.9% | 336,546 | $16.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.7% | 332,486 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -11.3% | 326,456 | $15.6M |
| Studio Investment Management LLC | 2.76% | Add +4.6% | 319,593 | $15.3M |
| Foundry Financial LLC | 6.30% | Add +65.5% | 310,786 | $14.9M |
| Kondo Wealth Advisors, Inc. | 5.59% | Add +4.3% | 310,103 | $14.8M |
| Liberty Wealth Management LLC | 1.85% | Add +5.0% | 309,664 | $14.8M |
| Integrity Advisory Solutions, LLC | 1.94% | Add +30.6% | 306,761 | $14.7M |
| Dravo Bay LLC | 5.89% | Add +10.3% | 303,032 | $14.5M |
| Oceanside Advisors LLC | 8.21% | Add +8.1% | 300,494 | $14.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.81% | Add +4.5% | 296,727 | $14.2M |
| Client 1ST Advisory Group, LLC | 4.32% | Add +0.6% | 296,608 | $14.2M |
| Parkshore Wealth Management, Inc. | 4.56% | Add +23.4% | 285,037 | $13.6M |
| Integrated Wealth Concepts LLC | 0.11% | Add +6.2% | 284,484 | $13.6M |
| Shira Ridge Wealth Management | 5.37% | Add +15.8% | 283,230 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Add +20.2% | 278,896 | $13.4M |
| Sax Wealth Advisors, LLC | 0.64% | No change | 274,325 | $13.2M |
| Torren Management, LLC | 6.55% | Add +9.7% | 274,652 | $13.2M |
| Waverly Advisors, LLC | 0.10% | Reduce -1.7% | 272,865 | $13.1M |
| Johnson Wealth Management, LLC | 6.24% | Add +3.7% | 270,080 | $12.9M |
| Stratos Investment Management, LLC | 0.51% | Add +0.3% | 267,886 | $12.8M |
| Discipline Wealth Solutions, LLC | 1.34% | Add +18.9% | 265,210 | $12.7M |
| Essential Planning, LLC. | 4.01% | Add +28.4% | 263,549 | $12.6M |
| City State Bank | 3.27% | Add +34.4% | 263,092 | $12.6M |
"% of holder's portfolio" is DFSD's weight in each manager's 13F, not the share of Dimensional Short Duration the manager owns.