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 |
| Passive Capital Management, LLC. | 3.75% | Add +12.8% | 262,217 | $12.6M |
| Werba Rubin Papier Wealth Management | 1.73% | Add +17.3% | 259,454 | $12.4M |
| Mills Wealth Advisors LLC | 4.30% | Add +138.6% | 257,048 | $12.3M |
| Disciplined Investments, LLC | 4.33% | Add +17.3% | 252,013 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +11.3% | 249,544 | $11.9M |
| Truist Financial Corp. | 0.02% | Add +3.7% | 249,244 | $11.9M |
| Bay Harbor Wealth Management, LLC | 3.04% | Add +17.1% | 244,701 | $11.7M |
| Concord Wealth Partners | 1.50% | Add +3.4% | 240,977 | $11.5M |
| Stevens Capital Partners | 2.77% | New | 240,385 | $11.5M |
| Gradient Capital Advisors, LLC | 2.90% | Add +4.1% | 233,695 | $11.2M |
| Selective Wealth Management, Inc. | 3.29% | Add +41.5% | 232,241 | $11.1M |
| von Borstel & Associates, Inc. | 2.53% | Add +16.8% | 230,823 | $11.1M |
| Betterment LLC | 0.02% | Add +5.4% | 230,307 | $11.0M |
| Wilkerson Advisory Group LLC | 3.71% | New | 225,268 | $10.8M |
| Friday Financial | 3.63% | Add +9.9% | 219,871 | $10.5M |
| WorthPointe, LLC | 2.84% | Add +29.4% | 217,823 | $10.4M |
| Kestra Investment Management, LLC | 0.17% | Add +49.7% | 210,864 | $10.1M |
| Yardley Wealth Management LLC | 5.11% | Add +7.1% | 208,435 | $10.0M |
| Family Wealth Partners, LLC | 3.41% | Add +14.5% | 208,391 | $10.0M |
| Peirce Capital Management, LLC | 3.69% | Add +5.0% | 196,829 | $9.4M |
| AA Financial Advisors, LLC | 1.28% | New | 190,453 | $9.1M |
| Cambridge Capital Management, LLC | 3.91% | Add +1.1% | 189,473 | $9.1M |
| HBE Wealth Management, LLC | 7.71% | Add +0.3% | 184,651 | $8.8M |
| Heritage Investment Group, Inc. | 1.31% | Add +3.0% | 181,344 | $8.7M |
| Cetera Investment Advisers | 0.01% | Add +7.7% | 180,230 | $8.6M |
| Chicago Partners Investment Group LLC | 0.19% | Add +5.7% | 176,834 | $8.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -12.6% | 174,362 | $8.4M |
| AssuredPartners Investment Advisors, LLC | 0.91% | Add +1.9% | 174,153 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +2.2% | 173,442 | $8.3M |
| Belleair Asset Management, LLC | 7.50% | Add +11.6% | 171,897 | $8.2M |
| Professional Financial Solutions LLC | 7.32% | Add +16.8% | 171,799 | $8.2M |
| Pure Financial Advisors, LLC | 0.12% | Add +5.8% | 170,963 | $8.2M |
| Harbour Investments, Inc. | 0.13% | Add +36.6% | 169,474 | $8.1M |
| Live Oak Private Wealth LLC | 1.11% | Add +46.2% | 166,229 | $8.0M |
| Triumph Capital Management | 1.62% | Add +9.1% | 164,121 | $7.9M |
| RCS Financial Planning, LLC | 4.04% | Add +2.1% | 162,515 | $7.8M |
| Arcadia Wealth Management, Inc. | 4.20% | Add +17.2% | 162,283 | $7.8M |
| Keystone Financial Group, Inc. | 4.01% | Add +36.1% | 160,987 | $7.7M |
| Meredith Wealth Planning | 2.08% | Add +24.6% | 160,292 | $7.7M |
| FMB Wealth Management | 3.16% | Add +6.8% | 159,372 | $7.6M |
| Vantage Point Financial LLC | 2.65% | Add +3.3% | 157,894 | $7.6M |
| CFS Investment Advisory Services, LLC | 0.51% | Add +2.9% | 155,057 | $7.5M |
| Squire Investment Management Company, LLC | 2.07% | Add +14.9% | 155,265 | $7.4M |
| Fonville Wealth Management LLC | 1.40% | Add +116.9% | 153,664 | $7.4M |
| Tru Independence Asset Management 2, LLC | 4.48% | Add +4.1% | 151,987 | $7.3M |
| Heffernan Advisory, Inc. | 6.69% | Add +9.8% | 150,563 | $7.2M |
| Aerodigm Wealth, LLC | 2.69% | Add +20.2% | 149,518 | $7.2M |
| Parker Financial LLC | 2.84% | Add +7.3% | 148,752 | $7.1M |
| Optimus Capital Advisors, LLC | 4.10% | Reduce -30.6% | 144,910 | $6.9M |
| Burk Holdings LLC | 2.94% | Add +6.7% | 143,357 | $6.9M |
| Approach Retirement Advisors, LLC | 5.43% | Reduce -0.0% | 136,406 | $6.5M |
| Kane Co Wealth Management, Inc. | 5.51% | Add +0.2% | 136,349 | $6.5M |
| BOS Asset Management, LLC | 1.65% | Add +64.4% | 134,646 | $6.4M |
| Babb Wealth Advisors LLC | 3.46% | Add +5.7% | 132,004 | $6.3M |
| New Dimensions Wealth Management, LLC | 5.25% | Reduce -1.8% | 128,809 | $6.2M |
| Kooman & Associates | 1.83% | Add +3.1% | 128,023 | $6.1M |
| White Wing Wealth Management | 3.65% | Reduce -6.5% | 127,113 | $6.1M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +1.3% | 124,745 | $6.0M |
| EverSource Wealth Advisors, LLC | 0.18% | Reduce -29.9% | 121,215 | $5.8M |
| Coston, McIsaac & Partners | 1.30% | Add +28.3% | 120,317 | $5.8M |
| Burney Co./ | 0.18% | Reduce -18.0% | 119,361 | $5.7M |
| BDFS Capital LLC | 2.75% | Add +4.3% | 119,305 | $5.7M |
| Index Fund Advisors, Inc. | 0.25% | Add +76.7% | 116,103 | $5.6M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -1.7% | 115,678 | $5.5M |
| Diversify Wealth Management, LLC | 0.10% | Add +38.5% | 114,100 | $5.5M |
| Lakeridge Wealth Management LLC | 2.31% | Reduce -2.4% | 112,208 | $5.4M |
| SwitchPoint Financial Planning, LLC | 3.64% | Add +26.6% | 112,064 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +107.8% | 108,762 | $5.2M |
| Simplicity Wealth,LLC | 0.29% | Add +25.2% | 108,261 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -11.3% | 107,568 | $5.2M |
| SpringVest Wealth Management LLC | 3.50% | Add +34.2% | 107,082 | $5.1M |
| Corient Private Wealth LP | 0.01% | Reduce -2.7% | 105,992 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -1.2% | 104,951 | $5.0M |
| Vermillion & White Wealth Management Group, LLC | 2.84% | Reduce -24.4% | 103,148 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.6% | 102,711 | $4.9M |
| Prism Planning Partners LLC | 5.79% | Add +10.6% | 102,287 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 101,731 | $4.9M |
| Tencap Wealth Coaching, LLC | 1.83% | Reduce -0.2% | 101,310 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.2% | 99,808 | $4.8M |
| Savvy Advisors, Inc. | 0.13% | Add +200.5% | 97,554 | $4.7M |
| Citigroup Inc. | 0.00% | Add +34.8% | 95,843 | $4.6M |
| CogentBlue Wealth Advisors, LLC | 3.08% | Add +5.3% | 95,641 | $4.6M |
| Aspirean Wealth, LLC | 4.91% | Add +7.2% | 94,465 | $4.5M |
| Claris Advisors, LLC / Mo / | 1.35% | Add +9.6% | 94,287 | $4.5M |
| Chico Wealth RIA | 2.75% | No change | 93,864 | $4.5M |
| Outbound Financial Inc | 3.37% | Add +1.2% | 93,819 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.2% | 93,494 | $4.5M |
| AQR Capital Management | 0.00% | Add +11.1% | 92,646 | $4.4M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -7.1% | 90,896 | $4.4M |
| Shore Point Advisors, LLC | 1.69% | Add +0.8% | 89,286 | $4.3M |
| Graves Light Lenhart Wealth, Inc. | 0.43% | Add +0.6% | 87,136 | $4.2M |
| SeedSafe Financial LLC | 3.31% | Reduce -0.0% | 84,030 | $4.0M |
| 49 Wealth Management, LLC | 0.30% | Add +6.5% | 83,571 | $4.0M |
| Porter White Investment Advisors, Inc. | 1.60% | Add +6.5% | 83,411 | $4.0M |
| Vestia Personal Wealth Advisors | 1.87% | Add +31.0% | 83,053 | $4.0M |
| Invst, LLC | 0.44% | Add +22.3% | 81,432 | $3.9M |
| Composition Wealth, LLC | 0.05% | Reduce -32.2% | 77,365 | $3.7M |
| Sowell Financial Services LLC | 0.14% | Add +7.4% | 77,001 | $3.7M |
| RFG Advisory, LLC | 0.07% | Add +0.5% | 76,018 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -0.0% | 71,998 | $3.4M |
| Powerhouse Assets LLC | 2.84% | Add +9.6% | 68,248 | $3.3M |
| Acorn Wealth Advisors, LLC | 0.94% | Add +3.1% | 67,150 | $3.2M |
| Creative Planning | 0.00% | Add +857.2% | 66,197 | $3.2M |
| Mustard Seed Financial, LLC | 1.82% | Add +47.9% | 63,337 | $3.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.84% | Reduce -50.4% | 62,294 | $3.0M |
| SageView Advisory Group, LLC | 0.11% | Reduce -4.8% | 62,247 | $3.0M |
| MB Generational Wealth, LLC | 1.64% | Add +17.0% | 61,829 | $3.0M |
| Broadhurst Jeffrey B | 2.99% | Add +2.4% | 60,932 | $2.9M |
| Kaufman Rossin Wealth, LLC | 1.64% | Add +35.7% | 59,881 | $2.9M |
| TCP Asset Management, LLC | 0.37% | Add +14.3% | 59,580 | $2.9M |
| Cerity Partners LLC | 0.00% | New | 58,091 | $2.8M |
| ProCore Advisors, LLC | 4.16% | Reduce -15.5% | 56,641 | $2.7M |
| Five Oceans Advisors | 0.98% | Reduce -0.3% | 56,355 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | New | 54,009 | $2.6M |
| Aspire Private Capital, LLC | 0.57% | Reduce -8.0% | 53,111 | $2.5M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.0% | 52,388 | $2.5M |
| TCI Wealth Advisors, Inc. | 0.13% | Reduce -3.9% | 52,252 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 51,827 | $2.5M |
| Hippocratic Financial Advisors, LLC | 1.07% | Reduce -13.6% | 51,059 | $2.4M |
| Wheels Up Wealth, Inc. | 2.29% | Reduce -1.0% | 50,965 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -22.8% | 50,075 | $2.4M |
| Dopkins Wealth Management, LLC | 0.93% | Add +2.4% | 48,575 | $2.3M |
| Keating Financial Advisory Services, Inc. | 0.38% | Add +31.6% | 48,459 | $2.3M |
| Tassel Capital Management, Inc. | 1.24% | New | 47,782 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +3.0% | 46,757 | $2.2M |
| Barry Investment Advisors, LLC | 0.49% | Reduce -4.6% | 46,650 | $2.2M |
| Narus Financial Partners, LLC | 0.58% | Reduce -0.4% | 46,587 | $2.2M |
| Applied Capital LLC | 0.83% | Add +106.1% | 46,460 | $2.2M |
| Rockwood Wealth Management, LLC | 0.16% | Reduce -1.6% | 45,331 | $2.2M |
| Foundation Wealth Management, LLC\PA | 0.76% | Reduce -14.4% | 45,153 | $2.2M |
| Vigil Wealth Management, LLC | 1.69% | Add +10.7% | 43,557 | $2.1M |
| Wealth Advisors Northwest LLC | 0.85% | Add +2.9% | 42,334 | $2.0M |
| Baker Tilly Wealth Management, LLC | 0.48% | Add +86.7% | 41,026 | $2.0M |
| Arcadia Wealth Management, LLC | 0.70% | Reduce -10.7% | 40,190 | $1.9M |
| Keb Asset Management, LLC | 0.36% | Add +2.5% | 39,630 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.46% | Add +1.1% | 39,449 | $1.9M |
| Hartmann Taylor Wealth Management, LLC | 1.24% | Reduce -6.1% | 39,305 | $1.9M |
| American Investment Services, Inc. | 0.42% | Add +8.2% | 38,867 | $1.9M |
| Pillar Financial Advisors, LLC | 1.06% | Reduce -0.9% | 37,920 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +8.4% | 37,798 | $1.8M |
| Sutton Place Investors LLC | 0.99% | Reduce -8.6% | 37,717 | $1.8M |
| Aegis Wealth Management LLC | 1.03% | Add +8.3% | 37,555 | $1.8M |
| Sentinel Wealth Management, Inc. | 1.43% | Reduce -0.3% | 37,263 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +2.0% | 36,436 | $1.7M |
| Linscomb Wealth, Inc. | 0.07% | New | 33,970 | $1.6M |
| LYNX Capital Group Ltd. | 0.75% | Add +10.9% | 33,681 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +27.0% | 33,380 | $1.6M |
| Forza Wealth Management, LLC | 0.55% | Add +36.6% | 33,200 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | No change | 32,641 | $1.6M |
| Quarry Hill Advisors, LLC | 0.63% | Add +9.4% | 31,593 | $1.5M |
| Capstone Wealth Management, LLC | 1.05% | Add +19.7% | 31,463 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.54% | Add +5.5% | 30,748 | $1.5M |
| BetterWealth, LLC | 0.28% | Add +0.4% | 30,074 | $1.4M |
| Morris Financial Concepts, Inc. | 0.48% | Add +3.0% | 29,773 | $1.4M |
| Abacus Wealth Partners, LLC | 0.13% | Add +1.9% | 29,715 | $1.4M |
| PFG Advisors | 0.07% | Add +9.4% | 29,422 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.91% | Add +6.3% | 29,215 | $1.4M |
| Solutions 4 Wealth, Ltd | 2.10% | Reduce -3.5% | 29,098 | $1.4M |
| Samalin Investment Counsel, LLC | 0.50% | Add +1.5% | 29,098 | $1.4M |
| JDH Wealth Management, LLC | 0.93% | Add +20.0% | 28,793 | $1.4M |
| Cypress Financial Planning LLC | 0.38% | Add +4.8% | 28,462 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +5.9% | 27,068 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 26,925 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +17.2% | 26,871 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +447.3% | 26,766 | $1.3M |
| E-Wealth Partners, LLC | 1.03% | Add +5.1% | 26,634 | $1.3M |
| Triad Wealth Partners, LLC | 0.10% | Add +122.2% | 26,566 | $1.3M |
| Geometric Wealth Advisors | 0.16% | Add +2.7% | 26,258 | $1.3M |
| Poinciana Advisors Group, LLC | 0.98% | Add +13.6% | 26,004 | $1.2M |
| Demming Financial Services Corp. | 0.88% | Reduce -1.5% | 25,246 | $1.2M |
| Washington Trust Advisors, Inc. | 0.09% | Add +20.0% | 24,351 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.31% | Reduce -11.8% | 23,795 | $1.1M |
| Two West Capital Advisors LLC | 0.60% | Add +66.5% | 23,821 | $1.1M |
| CSP Financial Group, LLC | 1.15% | — | 23,461 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.71% | Add +43.0% | 23,455 | $1.1M |
| Mariner, LLC | 0.00% | Add +13.4% | 22,906 | $1.1M |
| Planwiser Financial, LLC | 0.78% | New | 22,281 | $1.1M |
| Financial Symmetry Inc | 0.36% | Add +58.5% | 20,916 | $1.0M |
| Lutz Financial Services LLC | 0.06% | Reduce -8.0% | 19,788 | $947K |
| Blossom Wealth Management | 1.37% | Add +3.9% | 19,219 | $920K |
| Mission Wealth Management, LP | 0.02% | Add +29.7% | 18,925 | $906K |
| Geneos Wealth Management Inc. | 0.02% | Add +4.2% | 18,579 | $890K |
| USAdvisors Wealth Management, LLC | 0.29% | Add +0.9% | 18,470 | $881K |
| Mgo One Seven LLC | 0.02% | Reduce -10.4% | 17,710 | $848K |
| Nwam LLC | 0.05% | Add +5.9% | 17,661 | $846K |
| UBS Group AG | 0.00% | New | 17,641 | $845K |
| Forthright Family Wealth Advisory LLC | 0.55% | Add +9.3% | 17,410 | $819K |
| GeoWealth Management, LLC | 0.03% | Add +23.8% | 16,991 | $813K |
| Krilogy Financial LLC | 0.03% | Add +9.2% | 16,634 | $800K |
| Advyzon Investment Management, LLC | 0.07% | Add +25.3% | 16,474 | $789K |
| HMV Wealth Advisors, LLC | 0.37% | Add +10.0% | 16,435 | $787K |
| HB Wealth Management, LLC | 0.01% | Reduce -3.9% | 16,361 | $783K |
| TAGStone Capital, Inc. | 0.27% | Reduce -0.7% | 16,176 | $774K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.4% | 16,028 | $767K |
| Ballast Rock Private Wealth LLC | 0.42% | Reduce -1.3% | 16,017 | $767K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.2% | 15,860 | $759K |
| Nautilus Advisors LLC | 0.52% | Reduce -5.6% | 15,791 | $756K |
| IHT Wealth Management, LLC | 0.02% | New | 15,512 | $743K |
| HFG Wealth Management, LLC | 0.41% | Add +5.1% | 15,468 | $741K |
| Leading Edge Financial Planning LLC | 0.16% | Add +8.3% | 15,417 | $738K |
| Integrated Advisors Network LLC | 0.04% | Add +107.3% | 15,216 | $729K |
| Navigoe, LLC | 0.43% | No change | 15,085 | $722K |
| Straight Path Wealth Management | 0.19% | Add +11.9% | 14,992 | $718K |
| Stirlingshire Investments, Inc. | 0.62% | Add +21.7% | 14,860 | $711K |
| Warburton Capital Management, LLC | 0.34% | Add +34.8% | 14,668 | $704K |
| CLG LLC | 0.17% | No change | 14,594 | $699K |
| Donalies Financial Planning, LLC | 0.59% | Reduce -0.2% | 14,549 | $697K |
| Williams & Novak, LLC | 0.50% | Reduce -16.8% | 13,855 | $663K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -8.5% | 13,577 | $650K |
| Independent Financial Group, LLC | 0.01% | Add +138.1% | 12,763 | $611K |
| Eaton-Cambridge Inc. | 0.19% | No change | 12,724 | $609K |
| Dixon Fnancial Services, Inc. | 0.27% | Add +0.9% | 12,629 | $605K |
| Worth Asset Management, LLC | 0.22% | New | 12,578 | $602K |
| Cogent Strategic Wealth LLC | 0.61% | Add +13.7% | 12,342 | $591K |
| Accurate Wealth Management, LLC | 0.07% | New | 12,132 | $582K |
| Victory Financial Group, LLC | 0.07% | Add +7.9% | 11,860 | $568K |
| Prospera Financial Services Inc | 0.01% | New | 11,838 | $567K |
| Strathmore Capital Advisors, Inc. | 0.16% | Add +84.7% | 11,711 | $562K |
| Red Lighthouse Investment Management, LLC | 0.18% | Add +3.2% | 11,335 | $543K |
| Stewardship Advisors, LLC | 0.12% | Add +3.9% | 11,333 | $543K |
| Glass Jacobson Investment Advisors llc | 0.18% | Add +0.3% | 10,867 | $520K |
| Core Wealth Management, Inc. | 0.15% | Reduce -0.0% | 10,513 | $503K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 10,360 | $496K |
| Vistica Wealth Advisors, LLC | 0.49% | Reduce -0.6% | 10,338 | $495K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -30.2% | 10,021 | $480K |
| Facet Wealth, Inc. | 0.01% | New | 9,982 | $478K |
| Everest Financial Group LLC | 0.08% | New | 9,895 | $474K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Reduce -1.8% | 9,856 | $472K |
| Fiduciary Financial Advisors | 0.40% | — | 9,344 | $447K |
| Forum Financial Management, LP | 0.01% | Reduce -17.6% | 9,058 | $434K |
| Synergy Asset Management, LLC | 0.04% | Reduce -70.5% | 8,844 | $423K |
| AE Wealth Management LLC | 0.00% | Add +9.0% | 8,708 | $417K |
| OMNI 360 Wealth, Inc. | 0.21% | Add +4.6% | 8,663 | $415K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +98.5% | 8,532 | $409K |
| Shearwater Capital LLC | 0.21% | Add +0.0% | 8,495 | $407K |
| Austin Asset Management Co Inc | 0.07% | No change | 8,490 | $407K |
| Oath Planning, LLC | 0.36% | Reduce -2.5% | 8,482 | $406K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -74.7% | 8,335 | $399K |
| Lauterbach Financial Advisors, LLC | 0.19% | Add +8.0% | 8,302 | $398K |
| Aspen Wealth Management LLC | 0.08% | New | 8,155 | $390K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -12.2% | 8,009 | $383K |
| McCartney Wealth Management LLC | 0.32% | Reduce -9.9% | 7,967 | $381K |
| Annandale Capital, LLC | 0.06% | No change | 7,842 | $375K |
| Seaside Wealth Management, Inc. | 0.10% | Reduce -9.7% | 7,658 | $367K |
| Cogent Private Wealth, Inc. | 0.26% | No change | 7,550 | $361K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.1% | 7,375 | $355K |
| Citadel Advisors | 0.00% | New | 7,103 | $340K |
| Morgan Stanley | 0.00% | Add +10.1% | 6,833 | $327K |
| International Private Wealth Advisors LLC | 0.20% | New | 6,822 | $327K |
| Vermillion Wealth Management, Inc. | 0.13% | Add +8.6% | 6,638 | $318K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +3.7% | 6,604 | $316K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 6,507 | $312K |
| Matisse Capital | 0.13% | No change | 6,500 | $311K |
| Reyes Financial Architecture, Inc. | 0.25% | New | 6,468 | $310K |
| Claris Financial LLC | 0.17% | Add +9.4% | 6,442 | $308K |
| marrick wealth, LLC | 0.25% | Reduce -27.0% | 6,313 | $302K |
| Abel Hall, LLC | 0.06% | Add +0.5% | 6,241 | $299K |
| Builder Investment Group Inc. | 0.06% | Add +16.1% | 6,155 | $295K |
| Plancorp, LLC | 0.01% | Add +0.2% | 6,100 | $293K |
| Kelly Financial Group LLC | 0.07% | Add +18.8% | 6,083 | $291K |
| JM2 Capital Inc. | 0.24% | Add +1.6% | 6,065 | $290K |
| Cwm, LLC | 0.00% | Reduce -47.8% | 6,031 | $289K |
| Mutual Advisors, LLC | 0.01% | Add +12.6% | 5,949 | $285K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 5,897 | $282K |
| Trust Point Inc. | 0.02% | New | 5,879 | $281K |
| Security Financial Services, INC. | 0.04% | Add +11.8% | 5,837 | $279K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.3% | 5,796 | $278K |
| Stillwater Private Wealth, LLC | 0.23% | — | 5,803 | $277K |
| Lam Group, Inc. | 0.15% | Add +0.2% | 5,585 | $267K |
| Capstone Wealth Management, Inc. | 0.22% | Add +0.2% | 5,337 | $256K |
| XY Planning Network, Inc. | 0.04% | Reduce -93.0% | 5,208 | $249K |
| Investmark Advisory Group LLC | 0.10% | Add +0.1% | 5,070 | $243K |
| BankChampaign, National Association | 0.24% | Add +25195.0% | 5,059 | $242K |
| Arax Advisory Partners | 0.01% | Add +1.3% | 5,017 | $240K |
| rebel Financial LLC | 0.10% | Add +1.7% | 4,950 | $237K |
| Sanchez Levi Garrett | 0.15% | — | 4,938 | $236K |
| ATLas Financial Planning LLC | 0.21% | No change | 4,850 | $232K |
| FinDec Wealth Services, Inc. | 0.28% | No change | 4,836 | $232K |
| TCFG Wealth Management, LLC | 0.09% | Add +7.7% | 4,811 | $230K |
| TCFG Investment Advisors, LLC | 0.09% | — | 4,811 | $230K |
| Brookstone Capital Management | 0.00% | New | 4,669 | $224K |
| Midwest Trust Co | 0.00% | Add +3.6% | 4,660 | $223K |
| Concorde Asset Management, LLC | 0.11% | Reduce -7.0% | 4,631 | $222K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.4% | 4,617 | $221K |
| 25 LLC | 0.07% | Add +7.5% | 4,607 | $221K |
| Investment Advisory Group, LLC | 0.05% | No change | 4,365 | $209K |
| CENTRAL TRUST Co | 0.00% | Add +14.7% | 4,300 | $206K |
| Pinney & Scofield, Inc. | 0.11% | Add +11.1% | 4,293 | $206K |
| Citrine Capital LLC | 0.09% | New | 4,229 | $202K |
| NewEdge Advisors, LLC | 0.00% | Add +10.2% | 3,972 | $190K |
| Millstone Evans Group, LLC | 0.11% | Add +1.1% | 3,933 | $188K |
| Rogco, LP | 0.06% | No change | 3,468 | $166K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.12% | No change | 3,360 | $161K |
| Fifth Third Bancorp | 0.00% | New | 3,215 | $154K |
| FMR LLC | 0.00% | New | 3,185 | $152K |
| Larson Financial Group LLC | 0.00% | Reduce -13.3% | 2,886 | $138K |
| National Bank of Canada | 0.00% | Add +22.6% | 2,676 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.9% | 2,459 | $118K |
| Smallwood Wealth Investment Management, LLC | 0.05% | New | 2,000 | $96K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 1,973 | $94K |
| Topsail Wealth Management, LLC | 0.01% | New | 1,929 | $92K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,774 | $85K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.3% | 1,700 | $81K |
| VSM Wealth Advisory, LLC | 0.02% | Add +60.1% | 1,668 | $80K |
| DecisionPoint Financial, LLC | 0.01% | Add +176.9% | 1,346 | $64K |
| Oakworth Capital, Inc. | 0.00% | Reduce -30.9% | 1,308 | $63K |
| Kilter Group LLC | 0.02% | No change | 1,130 | $54K |
| Arlington Trust Co LLC | 0.00% | New | 1,111 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +52.4% | 1,076 | $52K |
| Parallel Advisors, LLC | 0.00% | No change | 860 | $41K |
| Rossby Financial, LCC | 0.01% | No change | 817 | $39K |
| Advisory Services Network, LLC | 0.00% | New | 814 | $39K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 750 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.3% | 741 | $35K |
| Blue Trust, Inc. | 0.00% | No change | 740 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 719 | $34K |
| MilWealth Group LLC | 0.01% | No change | 581 | $28K |
| RHL Group, LLC | 0.02% | New | 502 | $24K |
| Wellington Grp LLC | 0.01% | No change | 427 | $20K |
| Orion Capital Management LLC | 0.01% | No change | 415 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | New | 411 | $20K |
| Rialto Wealth Management, LLC | 0.00% | No change | 315 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 315 | $15K |
| Chapman Financial Group, LLC | 0.01% | No change | 267 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -99.0% | 258 | $12K |
| Vanguard Advisers Inc. | 0.00% | — | 135 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| IFG Advisory, LLC | 0.01% | New | 57 | $3K |
| Signaturefd, LLC | 0.00% | No change | 1 | $64 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 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.