Dimensional Short DurationDFSDETF
13F holders, Q2 2026 (June 30)449holders +19
34new positions
18sold out
2famous investors
$47.74avg. 13F price*
At the end of Q2 2026, 449 institutions reported holding Dimensional Short Duration (DFSD) in their 13F filings, up 19 from Q1 2026. 34 opened new positions and 18 sold out. The largest holders were Focus Partners Wealth ($346.4M), Focus Partners Advisor Solutions, LLC ($302.7M) and Apella Capital, LLC ($258.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $63.8M |
| Exits | 18 | $17.2M |
All 13F filers, Q1 2026 → Q2 2026: 13,426,798 shares bought and 2,071,398 shares sold, net +11,355,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| Focus Partners Wealth | 0.36% | Add +18.5% | 7,253,853 | $346.4M |
| Focus Partners Advisor Solutions, LLC | 2.57% | Add +23.6% | 6,339,321 | $302.7M |
| Apella Capital, LLC | 3.65% | Add +3.3% | 5,420,887 | $258.5M |
| OneDigital Investment Advisors LLC | 1.56% | Add +4.9% | 3,880,784 | $185.3M |
| Savant Capital, LLC | 0.51% | Reduce -6.4% | 3,654,844 | $174.5M |
| Root Financial Partners, LLC | 6.75% | Add +21.6% | 3,637,085 | $173.7M |
| Vise Technologies, Inc. | 1.89% | Add +53.5% | 3,490,783 | $166.7M |
| Beaird Harris Wealth Management, LLC | 9.57% | Add +2.9% | 3,199,436 | $152.8M |
| Planning Center, Inc. | 13.09% | Add +3.4% | 2,904,314 | $138.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.9% | 2,683,166 | $128.1M |
| DiNuzzo Private Wealth, Inc. | 9.83% | Add +1.9% | 2,080,578 | $99.3M |
| HighTower Advisors, LLC | 0.09% | Add +1.4% | 1,996,685 | $95.3M |
| Great Waters Wealth Management | 8.62% | Add +9.3% | 1,949,171 | $93.1M |
| Phillips Financial Management, LLC | 6.15% | Add +2.5% | 1,756,850 | $83.9M |
| Rachor Investment Advisory Services, LLC | 35.72% | Add +4.6% | 1,519,287 | $72.5M |
| Rather & Kittrell, Inc. | 9.54% | Add +7.3% | 1,429,896 | $68.3M |
| Diversified Portfolios, Inc. | 4.62% | Reduce -0.1% | 1,335,001 | $63.7M |
| Assetmark, Inc. | 0.11% | Add +7.8% | 1,284,088 | $61.3M |
| Market Street Wealth Management Advisors LLC | 8.64% | Add +2.1% | 1,271,511 | $60.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +3.9% | 1,229,386 | $58.7M |
| WPWealth LLP | 8.42% | Reduce -1.8% | 1,188,766 | $56.8M |
| Ruedi Wealth Management, Inc. | 12.82% | Add +4.3% | 1,144,966 | $54.7M |
| 55 North Private Wealth, LLC | 10.09% | Add +22.1% | 1,073,749 | $51.3M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +13.9% | 1,045,893 | $49.9M |
| Financial Plan, Inc. | 4.70% | Add +13.2% | 1,038,034 | $49.6M |
| Curio Wealth, LLC | 15.31% | Add +7.8% | 1,033,379 | $49.3M |
| RAM Investment Partners, LLC | 7.70% | Add +1.0% | 1,008,448 | $48.2M |
| CPA Asset Management Group, LLC | 13.49% | Add +114.8% | 980,940 | $46.8M |
| Parkwoods Wealth Partners, LLC | 7.46% | Add +118.0% | 972,134 | $46.4M |
| Park Avenue Securities LLC | 0.27% | Add +17.3% | 903,188 | $43.1M |
| Altiora Financial Group, LLC | 6.60% | Reduce -4.9% | 876,910 | $41.9M |
| Woodward Financial Advisors, Inc. | 13.69% | — | 857,876 | $41.0M |
| Bank of America Corp. | 0.00% | Add +12.8% | 847,823 | $40.5M |
| Signature Resources Capital Management, LLC | 15.30% | Add +5.1% | 812,642 | $38.8M |
| Wealthquest Corp | 2.42% | Add +4.2% | 804,122 | $38.4M |
| Elser Financial Planning, Inc | 1.65% | Add +3.3% | 798,092 | $38.1M |
| Eclectic Associates Inc. | 4.33% | Add +16.0% | 795,671 | $38.0M |
| Maseco LLP | 1.04% | Add +4.5% | 772,357 | $36.9M |
| Wheelhouse Advisory Group LLC | 10.39% | Add +24.9% | 771,244 | $36.8M |
| Great Oak Capital Partners, LLC | 6.82% | Add +11.4% | 663,877 | $31.6M |
| Northwest Wealth Management, LLC | 4.03% | Add +15.4% | 640,173 | $30.6M |
| Mattern Wealth Management LLC | 4.74% | Add +0.2% | 604,523 | $28.9M |
| Valued Wealth Advisors LLC | 10.43% | Add +7.8% | 601,233 | $28.7M |
| Allegiance Financial Group Advisory Services LLC | 4.80% | Add +13.5% | 581,099 | $27.7M |
| Farther Finance Advisors, LLC | 0.22% | Add +2.0% | 579,720 | $27.7M |
| Jackson Thornton Wealth Management, LLC | 2.07% | Add +8.4% | 549,062 | $26.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 10.33% | Add +10.0% | 541,966 | $25.9M |
| Legacy Financial Group, Inc. | 6.01% | Add +15.3% | 538,926 | $25.7M |
| Cornerstone Wealth Partners, LLC | 11.76% | Add +16.0% | 529,635 | $25.3M |
| SC&H Financial Advisors, Inc. | 3.35% | Add +9.2% | 528,603 | $25.2M |
| Factor Wealth Management LTD | 3.76% | Add +44.3% | 521,101 | $24.9M |
| Wolfstich Capital, LLC | 18.87% | Add +24.9% | 511,749 | $24.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +47.0% | 510,500 | $24.4M |
| Sterling Wealth Advisors Inc | 13.14% | Add +1.2% | 506,127 | $24.2M |
| Allworth Financial LP | 0.10% | Reduce -46.8% | 498,269 | $23.8M |
| Vestment Financial LLC | 10.53% | Add +3.1% | 492,736 | $23.5M |
| Guardian Wealth Management, LLC | 6.55% | Add +8.9% | 489,267 | $23.4M |
| Awm Capital, LLC | 1.78% | Add +17.3% | 464,611 | $22.2M |
| Three Arch Wealth Management LLC | 3.36% | Add +21.8% | 458,148 | $21.9M |
| LPL Financial LLC | 0.00% | Add +34.2% | 454,790 | $21.7M |
| Pacific Asset Management, LLC | 10.52% | Add +7.1% | 448,747 | $21.4M |
| Verisail Partners, LLC | 7.50% | Add +4.2% | 423,424 | $20.2M |
| SageOak Financial, LLC | 13.05% | Add +4.2% | 418,286 | $20.0M |
| AlphaStar Capital Management, LLC | 1.25% | Add +6.3% | 411,277 | $19.6M |
| Onyx Financial Advisors, LLC | 7.03% | Add +5.9% | 408,896 | $19.5M |
| Osaic Holdings, Inc. | 0.02% | Add +22.9% | 408,555 | $19.5M |
| Nova R Wealth, Inc. | 5.66% | Add +4.4% | 406,451 | $19.4M |
| IMA Advisory Services, Inc. | 1.22% | New | 406,393 | $19.4M |
| Tillman Hartley LLC | 4.35% | Add +10.6% | 405,530 | $19.4M |
| BCU Wealth Advisors, LLC | 6.41% | Add +8.2% | 404,463 | $19.3M |
| Sterling Wealth Management, Inc. | 4.65% | Add +3.9% | 391,353 | $18.7M |
| Pine Harbor Wealth Management, LLC | 4.99% | Add +5.8% | 389,887 | $18.6M |
| Cornerstone Management, Inc. | 2.67% | Add +13.4% | 389,336 | $18.6M |
| Integrity Alliance, Llc. | 0.58% | Reduce -0.8% | 386,994 | $18.5M |
| Vestmark Advisory Solutions, Inc. | 0.17% | No change | 386,011 | $18.4M |
| Foundry Financial LLC | 5.89% | Add +17.6% | 365,502 | $17.5M |
| BCO Wealth Management LLC | 9.32% | Reduce -0.1% | 357,978 | $17.1M |
| Dravo Bay LLC | 5.83% | Add +16.4% | 352,796 | $16.8M |
| Integrity Advisory Solutions, LLC | 1.73% | Add +14.9% | 352,635 | $16.8M |
| Brady Martz Wealth Solutions, LLC | 2.51% | Add +1.9% | 347,791 | $16.6M |
| One Degree Advisors Inc | 3.69% | Add +2.9% | 346,273 | $16.5M |
| Susquehanna International Group, LLP | 0.01% | New | 345,242 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 343,272 | $16.4M |
| Essential Planning, LLC. | 4.57% | Add +28.5% | 338,620 | $16.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.80% | Add +13.9% | 338,127 | $16.1M |
| Studio Investment Management LLC | 2.65% | Add +2.9% | 328,907 | $15.7M |
| Kondo Wealth Advisors, Inc. | 5.22% | Add +5.5% | 327,035 | $15.6M |
| Parkshore Wealth Management, Inc. | 4.40% | Add +12.7% | 321,133 | $15.3M |
| Oceanside Advisors LLC | 7.54% | Add +4.2% | 313,001 | $14.9M |
| Liberty Wealth Management LLC | 1.85% | No change | 309,664 | $14.8M |
| Stevens Capital Partners | 2.77% | Add +27.1% | 305,400 | $14.6M |
| Client 1ST Advisory Group, LLC | 3.87% | Add +1.8% | 301,973 | $14.4M |
| Johnson Wealth Management, LLC | 6.03% | Add +10.4% | 298,214 | $14.2M |
| Shira Ridge Wealth Management | 4.94% | Add +4.7% | 296,404 | $14.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.6% | 291,673 | $13.9M |
| Disciplined Investments, LLC | 4.49% | Add +15.7% | 291,464 | $13.9M |
| Integrated Wealth Concepts LLC | 0.09% | Add +1.5% | 288,828 | $13.8M |
| Truist Financial Corp. | 0.02% | Add +15.2% | 287,212 | $13.7M |
| Beacon Hill Wealth Management LTD. | 9.43% | — | 284,950 | $13.6M |
| City State Bank | 3.11% | Add +8.0% | 284,141 | $13.6M |
| Stratos Investment Management, LLC | 0.49% | Add +5.4% | 282,386 | $13.5M |
| Discipline Wealth Solutions, LLC | 1.17% | Add +5.6% | 280,039 | $13.4M |
| Kestra Investment Management, LLC | 0.26% | Add +31.9% | 278,096 | $13.3M |
| Mills Wealth Advisors LLC | 4.17% | Add +8.0% | 277,521 | $13.3M |
| Waverly Advisors, LLC | 0.08% | Add +1.4% | 276,647 | $13.2M |
| Werba Rubin Papier Wealth Management | 1.60% | Add +6.6% | 276,507 | $13.2M |
| Friday Financial | 3.51% | Add +24.9% | 274,581 | $13.1M |
| Live Oak Private Wealth LLC | 1.56% | Add +57.5% | 261,804 | $12.5M |
| Gradient Capital Advisors, LLC | 2.84% | Add +10.1% | 257,184 | $12.3M |
| Selective Wealth Management, Inc. | 3.19% | Add +9.8% | 254,953 | $12.2M |
| Bay Harbor Wealth Management, LLC | 2.76% | Add +2.5% | 250,724 | $12.0M |
| Betterment LLC | 0.02% | Add +7.3% | 247,116 | $11.8M |
| Sax Wealth Advisors, LLC | 0.48% | Reduce -10.8% | 244,768 | $11.7M |
| Concord Wealth Partners | 1.33% | Add +0.7% | 242,586 | $11.6M |
| Fonville Wealth Management LLC | 1.89% | Add +57.7% | 242,300 | $11.6M |
| Wilkerson Advisory Group LLC | 3.50% | Add +5.8% | 238,451 | $11.4M |
| Passive Capital Management, LLC. | 3.49% | Reduce -11.3% | 232,508 | $11.1M |
| von Borstel & Associates, Inc. | 2.26% | Reduce -0.1% | 230,715 | $11.0M |
| Yardley Wealth Management LLC | 4.99% | Add +10.3% | 229,981 | $11.0M |
| WorthPointe, LLC | 2.74% | Add +4.6% | 227,916 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -10.3% | 223,962 | $10.7M |
| Family Wealth Partners, LLC | 3.18% | Add +4.3% | 217,274 | $10.4M |
| Chicago Partners Investment Group LLC | 0.19% | Add +16.3% | 205,637 | $9.7M |
| Cambridge Capital Management, LLC | 3.57% | Add +3.8% | 196,622 | $9.4M |
| Heritage Investment Group, Inc. | 1.26% | Add +8.2% | 196,249 | $9.4M |
| AA Financial Advisors, LLC | 1.13% | Add +3.0% | 196,207 | $9.4M |
| HBE Wealth Management, LLC | 6.63% | Add +4.6% | 193,228 | $9.2M |
| Peirce Capital Management, LLC | 3.37% | Reduce -2.2% | 192,512 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.0% | 188,266 | $9.0M |
| Professional Financial Solutions LLC | 6.81% | Add +6.8% | 183,426 | $8.8M |
| Harbour Investments, Inc. | 0.12% | Add +7.5% | 182,259 | $8.7M |
| Meredith Wealth Planning | 2.03% | Add +12.6% | 180,461 | $8.6M |
| Belleair Asset Management, LLC | 7.23% | Add +4.7% | 179,967 | $8.6M |
| FMB Wealth Management | 3.13% | Add +11.8% | 178,238 | $8.5M |
| AssuredPartners Investment Advisors, LLC | 0.82% | Add +2.1% | 177,901 | $8.5M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 176,070 | $8.4M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +0.4% | 174,168 | $8.3M |
| Triumph Capital Management | 1.50% | Add +5.3% | 172,820 | $8.3M |
| Arcadia Wealth Management, Inc. | 3.89% | Add +5.2% | 170,659 | $8.1M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -1.2% | 168,878 | $8.1M |
| Vantage Point Financial LLC | 2.46% | Add +6.6% | 168,323 | $8.0M |
| Kane Co Wealth Management, Inc. | 6.06% | Add +22.7% | 167,359 | $8.0M |
| Squire Investment Management Company, LLC | 1.89% | Add +6.0% | 164,537 | $7.9M |
| Heffernan Advisory, Inc. | 6.46% | Add +7.4% | 161,760 | $7.7M |
| Aerodigm Wealth, LLC | 2.61% | Add +8.2% | 161,754 | $7.7M |
| RCS Financial Planning, LLC | 3.63% | Reduce -1.2% | 160,545 | $7.7M |
| CFS Investment Advisory Services, LLC | 0.51% | Add +2.5% | 158,867 | $7.6M |
| Burk Holdings LLC | 2.80% | Add +10.8% | 158,862 | $7.6M |
| Parker Financial LLC | 2.73% | Add +5.2% | 156,510 | $7.5M |
| Coston, McIsaac & Partners | 1.49% | Add +29.2% | 155,449 | $7.4M |
| Approach Retirement Advisors, LLC | 5.25% | Add +10.9% | 151,303 | $7.2M |
| BDFS Capital LLC | 3.12% | Add +25.8% | 150,110 | $7.2M |
| Tru Independence Asset Management 2, LLC | 3.77% | Reduce -4.0% | 145,907 | $7.0M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +16.0% | 144,723 | $6.9M |
| Index Fund Advisors, Inc. | 0.27% | Add +24.5% | 144,597 | $6.9M |
| Babb Wealth Advisors LLC | 3.24% | Add +6.7% | 140,830 | $6.7M |
| Keystone Financial Group, Inc. | 3.50% | Reduce -13.2% | 139,823 | $6.7M |
| BOS Asset Management, LLC | 1.55% | Add +3.6% | 139,525 | $6.7M |
| New Dimensions Wealth Management, LLC | 5.00% | Add +7.7% | 138,659 | $6.6M |
| Kooman & Associates | 1.69% | Add +2.7% | 131,485 | $6.3M |
| White Wing Wealth Management | 3.27% | Add +3.4% | 131,430 | $6.3M |
| Optimus Capital Advisors, LLC | 3.35% | Reduce -9.8% | 130,732 | $6.2M |
| SpringVest Wealth Management LLC | 3.78% | Add +17.5% | 125,853 | $6.0M |
| Diversify Advisory Services, LLC | 0.10% | New | 123,538 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Add +8.3% | 123,538 | $5.8M |
| Krilogy Financial LLC | 0.17% | Add +632.9% | 121,914 | $5.8M |
| SwitchPoint Financial Planning, LLC | 3.29% | Add +6.5% | 119,350 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +19.2% | 119,003 | $5.7M |
| Torren Management, LLC | 2.87% | Reduce -57.0% | 118,156 | $5.6M |
| Invst, LLC | 0.55% | Add +44.0% | 117,299 | $5.6M |
| Burney Co./ | 0.15% | Reduce -1.9% | 117,090 | $5.6M |
| Simplicity Wealth,LLC | 0.19% | Add +7.5% | 116,407 | $5.6M |
| Claris Advisors, LLC / Mo / | 1.44% | Add +22.9% | 115,891 | $5.5M |
| Private Advisory Group LLC | 0.30% | New | 114,710 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +8.4% | 113,761 | $5.4M |
| Citigroup Inc. | 0.00% | Add +16.8% | 111,928 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +3.1% | 110,943 | $5.3M |
| Aspirean Wealth, LLC | 4.89% | Add +16.7% | 110,227 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +0.5% | 106,566 | $5.1M |
| Prism Planning Partners LLC | 5.38% | Add +4.2% | 106,528 | $5.1M |
| Vermillion & White Wealth Management Group, LLC | 2.54% | Add +1.7% | 104,868 | $5.0M |
| XY Planning Network, Inc. | 0.63% | Add +1906.0% | 104,472 | $5.0M |
| AQR Capital Management | 0.00% | Add +12.6% | 104,325 | $5.0M |
| Lakeridge Wealth Management LLC | 1.81% | Reduce -8.1% | 103,146 | $4.9M |
| Tencap Wealth Coaching, LLC | 1.54% | Add +0.3% | 101,644 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 101,731 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.1% | 101,612 | $4.9M |
| CogentBlue Wealth Advisors, LLC | 2.76% | Add +5.3% | 100,741 | $4.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +9.5% | 99,552 | $4.8M |
| Savvy Advisors, Inc. | 0.10% | Reduce -1.0% | 96,593 | $4.6M |
| Mustard Seed Financial, LLC | 2.37% | Add +50.7% | 95,457 | $4.6M |
| Fiduciary Financial Advisors | 0.46% | Add +916.4% | 94,969 | $4.5M |
| Apollon Wealth Management, LLC | 0.05% | Add +80.4% | 94,492 | $4.5M |
| Chico Wealth RIA | 2.34% | No change | 93,864 | $4.5M |
| Vestia Personal Wealth Advisors | 1.71% | Add +10.2% | 91,503 | $4.4M |
| Outbound Financial Inc | 2.69% | Reduce -7.2% | 87,094 | $4.2M |
| SJS Investment Consulting Inc. | 0.45% | Reduce -80.9% | 87,060 | $4.2M |
| Shore Point Advisors, LLC | 1.42% | Reduce -2.5% | 87,024 | $4.2M |
| Graves Light Lenhart Wealth, Inc. | 0.38% | Reduce -1.4% | 85,928 | $4.1M |
| Porter White Investment Advisors, Inc. | 1.56% | Add +2.0% | 85,057 | $4.1M |
| Penney Financial, LLC | 1.38% | New | 82,902 | $4.0M |
| Sowell Financial Services LLC | 0.13% | Add +5.6% | 81,308 | $3.9M |
| RFG Advisory, LLC | 0.06% | Add +6.9% | 81,272 | $3.9M |
| SeedSafe Financial LLC | 2.73% | Reduce -5.4% | 79,477 | $3.8M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -32.0% | 78,622 | $3.8M |
| Composition Wealth, LLC | 0.04% | Reduce -0.6% | 76,895 | $3.7M |
| MB Generational Wealth, LLC | 1.76% | Add +21.4% | 75,093 | $3.6M |
| Arkadios Wealth Advisors | 0.05% | Add +34.8% | 72,778 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +0.4% | 72,307 | $3.5M |
| Acorn Wealth Advisors, LLC | 0.84% | Add +7.2% | 71,979 | $3.4M |
| TCP Asset Management, LLC | 0.39% | Add +19.6% | 71,241 | $3.4M |
| Aspire Private Capital, LLC | 0.70% | Add +34.1% | 71,210 | $3.4M |
| Kaufman Rossin Wealth, LLC | 1.57% | Add +15.9% | 69,394 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +36.7% | 68,460 | $3.3M |
| Creative Planning | 0.00% | Reduce -1.5% | 65,221 | $3.1M |
| Powerhouse Assets LLC | 2.48% | Reduce -6.5% | 63,824 | $3.0M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -48.0% | 63,021 | $3.0M |
| Keating Financial Advisory Services, Inc. | 0.38% | Add +26.0% | 61,074 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +4.6% | 60,763 | $2.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.69% | Reduce -4.7% | 59,382 | $2.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -6.3% | 58,346 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 58,074 | $2.8M |
| Baker Tilly Wealth Management, LLC | 0.59% | Add +41.2% | 57,920 | $2.8M |
| ProCore Advisors, LLC | 3.39% | Add +1.1% | 57,258 | $2.7M |
| Wealth Advisors Northwest LLC | 0.93% | Add +34.5% | 56,922 | $2.7M |
| Accurate Wealth Management, LLC | 0.26% | Add +368.9% | 56,883 | $2.7M |
| TCI Wealth Advisors, Inc. | 0.11% | Add +1.2% | 52,867 | $2.5M |
| LYNX Capital Group Ltd. | 1.01% | Add +56.1% | 52,591 | $2.5M |
| Wheels Up Wealth, Inc. | 2.11% | Add +2.4% | 52,183 | $2.5M |
| Strategic Investment Solutions, Inc. | 0.56% | Add +28.7% | 50,762 | $2.4M |
| Dopkins Wealth Management, LLC | 0.88% | Add +4.5% | 50,745 | $2.4M |
| Hippocratic Financial Advisors, LLC | 0.91% | Reduce -0.7% | 50,723 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +50.6% | 50,257 | $2.4M |
| Five Oceans Advisors | 0.76% | Reduce -12.3% | 49,395 | $2.4M |
| American Investment Services, Inc. | 0.48% | Add +23.2% | 47,901 | $2.3M |
| Narus Financial Partners, LLC | 0.58% | Add +2.0% | 47,509 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -49.3% | 47,371 | $2.3M |
| IFP Advisors, Inc | 0.04% | Add +1.3% | 47,352 | $2.3M |
| Maryland Capital Advisors Inc. | 0.72% | — | 46,962 | $2.2M |
| Tassel Capital Management, Inc. | 1.04% | Reduce -2.7% | 46,483 | $2.2M |
| Applied Capital LLC | 0.70% | Reduce -2.4% | 45,367 | $2.2M |
| Foundation Wealth Management, LLC\PA | 0.65% | No change | 45,153 | $2.2M |
| Vigil Wealth Management, LLC | 1.49% | Add +0.6% | 43,815 | $2.1M |
| Barry Investment Advisors, LLC | 0.42% | Reduce -9.7% | 42,134 | $2.0M |
| Rockwood Wealth Management, LLC | 0.12% | Reduce -9.4% | 41,056 | $2.0M |
| Sentinel Wealth Management, Inc. | 1.35% | Add +7.3% | 39,971 | $1.9M |
| Hartmann Taylor Wealth Management, LLC | 1.25% | No change | 39,305 | $1.9M |
| Pioneer Wealth Management Group | 0.45% | New | 38,936 | $1.9M |
| Sutton Place Investors LLC | 0.88% | Add +1.3% | 38,194 | $1.8M |
| Pillar Financial Advisors, LLC | 0.94% | Reduce -0.3% | 37,826 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | No change | 37,798 | $1.8M |
| Straight Path Wealth Management | 0.42% | Add +151.1% | 37,638 | $1.8M |
| Aegis Wealth Management LLC | 0.82% | Reduce -2.4% | 36,666 | $1.8M |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.8% | 35,064 | $1.7M |
| Capstone Wealth Management, LLC | 0.77% | Add +11.1% | 34,966 | $1.7M |
| JDH Wealth Management, LLC | 1.01% | Add +20.5% | 34,705 | $1.7M |
| Quarry Hill Advisors, LLC | 0.62% | Add +7.3% | 33,899 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +3.8% | 33,872 | $1.6M |
| Forza Wealth Management, LLC | 0.49% | No change | 33,200 | $1.6M |
| Arcadia Wealth Management, LLC | 0.49% | Reduce -17.8% | 33,020 | $1.6M |
| BetterWealth, LLC | 0.28% | Add +9.7% | 32,981 | $1.6M |
| Keb Asset Management, LLC | 0.25% | Reduce -19.1% | 32,057 | $1.5M |
| PFG Advisors | 0.08% | Add +7.5% | 31,623 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.49% | Add +2.6% | 31,535 | $1.5M |
| Abacus Wealth Partners, LLC | 0.16% | Add +5.0% | 31,216 | $1.5M |
| Poinciana Advisors Group, LLC | 1.10% | Add +19.4% | 31,048 | $1.5M |
| DecisionMap Wealth Management, LLC | 0.82% | Add +5.7% | 30,866 | $1.5M |
| Triad Wealth Partners, LLC | 0.08% | Add +13.6% | 30,180 | $1.4M |
| Morris Financial Concepts, Inc. | 0.44% | Add +0.4% | 29,899 | $1.4M |
| E-Wealth Partners, LLC | 1.03% | Add +11.9% | 29,799 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.7% | 29,795 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +93.5% | 29,451 | $1.4M |
| StrongBox Wealth, LLC | 0.40% | New | 29,375 | $1.4M |
| Samalin Investment Counsel, LLC | 0.45% | Add +0.9% | 29,351 | $1.4M |
| Cypress Financial Planning LLC | 0.34% | Add +0.6% | 28,638 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +6.0% | 28,369 | $1.4M |
| Mission Wealth Management, LP | 0.02% | Add +49.2% | 28,228 | $1.3M |
| Demming Financial Services Corp. | 0.86% | Add +11.6% | 28,180 | $1.3M |
| Smartleaf Asset Management LLC | 0.04% | No change | 27,068 | $1.3M |
| Geometric Wealth Advisors | 0.14% | Add +2.3% | 26,865 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 26,366 | $1.3M |
| Strathmore Capital Advisors, Inc. | 0.33% | Add +123.2% | 26,138 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.28% | Add +5.2% | 25,023 | $1.2M |
| Washington Trust Advisors, Inc. | 0.09% | Add +0.7% | 24,528 | $1.2M |
| CSP Financial Group, LLC | 1.00% | Add +4.5% | 24,506 | $1.2M |
| UBS Group AG | 0.00% | Add +38.0% | 24,345 | $1.2M |
| Elevate Wealth Advisory, Inc. | 0.65% | Add +1.3% | 23,760 | $1.1M |
| Planwiser Financial, LLC | 0.79% | Add +6.4% | 23,700 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Add +27.0% | 23,588 | $1.1M |
| Solutions 4 Wealth, Ltd | 1.37% | Reduce -23.4% | 22,292 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -4.0% | 21,999 | $1.1M |
| Two West Capital Advisors LLC | 0.52% | Reduce -7.6% | 22,012 | $1.0M |
| HMV Wealth Advisors, LLC | 0.41% | Add +32.8% | 21,823 | $1.0M |
| Quantinno Capital Management LP | 0.00% | New | 19,111 | $913K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -28.9% | 19,102 | $912K |
| IHT Wealth Management, LLC | 0.02% | Add +23.1% | 19,099 | $912K |
| Leading Edge Financial Planning LLC | 0.16% | Add +23.7% | 19,073 | $911K |
| Financial Symmetry Inc | 0.30% | Reduce -9.5% | 18,921 | $903K |
| Blossom Wealth Management | 1.26% | Reduce -2.4% | 18,757 | $896K |
| Canvas Wealth Advisors, LLC | 0.12% | New | 18,694 | $893K |
| USAdvisors Wealth Management, LLC | 0.25% | Reduce -0.9% | 18,302 | $873K |
| Lutz Financial Services LLC | 0.05% | Reduce -7.8% | 18,253 | $872K |
| Nwam LLC | 0.04% | Reduce -0.2% | 17,625 | $842K |
| GeoWealth Management, LLC | 0.03% | Add +1.5% | 17,249 | $824K |
| Mgo One Seven LLC | 0.01% | Reduce -3.4% | 17,102 | $817K |
| Timonier Family Office, LTD. | 0.23% | — | 16,774 | $801K |
| Advyzon Investment Management, LLC | 0.06% | Add +1.7% | 16,748 | $800K |
| HB Wealth Management, LLC | 0.00% | Add +0.3% | 16,410 | $784K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +2.4% | 16,405 | $783K |
| Ballast Rock Private Wealth LLC | 0.36% | Add +1.9% | 16,316 | $779K |
| Dixon Fnancial Services, Inc. | 0.31% | Add +28.9% | 16,278 | $777K |
| Citadel Advisors | 0.00% | Add +125.4% | 16,012 | $765K |
| Stirlingshire Investments, Inc. | 0.57% | Add +7.7% | 16,001 | $764K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.8% | 15,985 | $763K |
| Forthright Family Wealth Advisory LLC | 0.43% | Reduce -8.5% | 15,928 | $761K |
| Prospera Financial Services Inc | 0.01% | Add +31.6% | 15,578 | $744K |
| Navigoe, LLC | 0.39% | Add +2.8% | 15,501 | $740K |
| Valmark Advisers, Inc. | 0.01% | New | 15,463 | $738K |
| Warburton Capital Management, LLC | 0.29% | Add +2.6% | 15,057 | $718K |
| Donalies Financial Planning, LLC | 0.52% | Add +1.8% | 14,809 | $707K |
| Rehmann Capital Advisory Group | 0.03% | Add +6.9% | 14,516 | $693K |
| Williams & Novak, LLC | 0.46% | Add +4.5% | 14,481 | $691K |
| CLG LLC | 0.15% | Reduce -1.9% | 14,315 | $684K |
| Platform Wealth Management, LLC | 0.25% | — | 14,201 | $678K |
| Nautilus Advisors LLC | 0.40% | Reduce -10.2% | 14,188 | $676K |
| TAGStone Capital, Inc. | 0.19% | Reduce -20.9% | 12,800 | $611K |
| Eaton-Cambridge Inc. | 0.17% | Add +0.6% | 12,800 | $611K |
| Victory Financial Group, LLC | 0.06% | Add +6.9% | 12,675 | $605K |
| AE Wealth Management LLC | 0.00% | Add +38.9% | 12,092 | $577K |
| Stewardship Advisors, LLC | 0.12% | Add +4.7% | 11,866 | $567K |
| Herold Advisors, Inc. | 0.11% | New | 11,548 | $551K |
| Cogent Strategic Wealth LLC | 0.52% | Reduce -7.8% | 11,378 | $543K |
| Red Lighthouse Investment Management, LLC | 0.16% | No change | 11,335 | $541K |
| Vistica Wealth Advisors, LLC | 0.46% | Add +7.6% | 11,125 | $531K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +1.1% | 10,987 | $525K |
| McLean Asset Management Corp | 0.07% | New | 10,598 | $501K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +57.6% | 10,407 | $497K |
| Trailhead Planners LLC | 0.47% | New | 10,269 | $490K |
| HFG Wealth Management, LLC | 0.49% | Reduce -33.8% | 10,237 | $489K |
| Core Wealth Management, Inc. | 0.13% | Reduce -5.5% | 9,930 | $474K |
| Avise Financial Cooperative, Inc. | 0.32% | New | 9,522 | $455K |
| Facet Wealth, Inc. | 0.01% | Reduce -8.5% | 9,136 | $436K |
| Forum Financial Management, LP | 0.01% | Reduce -0.5% | 9,013 | $430K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +1.3% | 8,773 | $419K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +4.9% | 8,706 | $416K |
| Everest Financial Group LLC | 0.06% | Reduce -13.7% | 8,541 | $408K |
| McCartney Wealth Management LLC | 0.30% | Add +4.7% | 8,341 | $398K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -17.8% | 8,237 | $393K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,188 | $391K |
| Oath Planning, LLC | 0.28% | Reduce -5.8% | 7,986 | $381K |
| Total Investment Management Inc. | 0.04% | New | 8,051 | $381K |
| Summit Wealth Group LLC / Co. | 0.03% | Reduce -4.2% | 7,676 | $367K |
| International Private Wealth Advisors LLC | 0.19% | Add +10.7% | 7,554 | $361K |
| Cogent Private Wealth, Inc. | 0.23% | No change | 7,550 | $361K |
| Austin Asset Management Co Inc | 0.05% | Reduce -11.5% | 7,510 | $359K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.2% | 7,392 | $353K |
| Builder Investment Group Inc. | 0.07% | Add +16.3% | 7,158 | $342K |
| Inspire Advisors, LLC | 0.02% | New | 7,127 | $340K |
| Shearwater Capital LLC | 0.16% | Reduce -16.5% | 7,090 | $339K |
| EP Wealth Advisors, LLC | 0.00% | Add +19.6% | 7,056 | $337K |
| Tandemgrowth Financial Advisors LLC | 0.27% | New | 6,874 | $328K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -31.4% | 6,760 | $323K |
| marrick wealth, LLC | 0.23% | Add +6.7% | 6,733 | $322K |
| Vermillion Wealth Management, Inc. | 0.08% | Add +1.0% | 6,706 | $320K |
| Venture Visionary Partners LLC | 0.01% | New | 6,657 | $318K |
| Silver Oak Securities, Incorporated | 0.02% | Add +14.1% | 6,611 | $316K |
| Andrews, Lucia Wealth Management LLC | 0.16% | New | 6,580 | $314K |
| World Investment Advisors | 0.01% | No change | 6,507 | $311K |
| Matisse Capital | 0.12% | No change | 6,500 | $310K |
| Reyes Financial Architecture, Inc. | 0.17% | Reduce -0.5% | 6,436 | $307K |
| Plancorp, LLC | 0.01% | Add +5.2% | 6,416 | $305K |
| Annandale Capital, LLC | 0.05% | Reduce -18.7% | 6,379 | $305K |
| Vantus Wealth LLC | 0.16% | — | 6,274 | $300K |
| Abel Hall, LLC | 0.05% | Reduce -1.1% | 6,169 | $295K |
| Kelly Financial Group LLC | 0.06% | Reduce -1.8% | 5,976 | $285K |
| JM2 Capital Inc. | 0.19% | Reduce -2.0% | 5,946 | $284K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.2% | 5,875 | $281K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 5,812 | $278K |
| Principal Securities, Inc. | 0.00% | New | 5,742 | $274K |
| TCFG Investment Advisors, LLC | 0.09% | Add +17.2% | 5,640 | $269K |
| 25 LLC | 0.07% | Add +22.3% | 5,632 | $269K |
| Lam Group, Inc. | 0.13% | Add +0.1% | 5,590 | $267K |
| Morgan Stanley | 0.00% | Reduce -19.5% | 5,498 | $263K |
| Security Financial Services, INC. | 0.04% | Reduce -6.5% | 5,456 | $261K |
| Colonial Trust Co / SC | 0.03% | New | 5,453 | $260K |
| Capstone Wealth Management, Inc. | 0.19% | Add +0.6% | 5,370 | $256K |
| Arax Advisory Partners | 0.00% | Add +5.7% | 5,301 | $253K |
| AdvisorNet Financial, Inc | 0.01% | Add +13.2% | 5,224 | $249K |
| Pinney & Scofield, Inc. | 0.12% | Add +20.8% | 5,184 | $248K |
| Aspen Wealth Management LLC | 0.04% | Reduce -37.2% | 5,120 | $244K |
| Investmark Advisory Group LLC | 0.09% | Add +0.6% | 5,098 | $243K |
| BankChampaign, National Association | 0.19% | No change | 5,059 | $242K |
| Seaside Wealth Management, Inc. | 0.06% | Reduce -34.5% | 5,015 | $239K |
| Sanchez Levi Garrett | 0.13% | No change | 4,938 | $236K |
| ATLas Financial Planning LLC | 0.19% | No change | 4,850 | $232K |
| FinDec Wealth Services, Inc. | 0.27% | Reduce -0.3% | 4,820 | $230K |
| Forefront Wealth Partners, LLC | 0.07% | New | 4,579 | $219K |
| Midwest Trust Co | 0.00% | Reduce -2.9% | 4,525 | $216K |
| Equitable Holdings, Inc. | 0.00% | New | 4,403 | $210K |
| Investment Advisory Group, LLC | 0.05% | No change | 4,365 | $208K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,334 | $207K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -50.0% | 4,266 | $204K |
| NewEdge Advisors, LLC | 0.00% | Add +5.2% | 4,180 | $200K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.3% | 4,070 | $194K |
| Millstone Evans Group, LLC | 0.10% | Reduce -0.6% | 3,910 | $187K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +102.7% | 3,595 | $172K |
| Rogco, LP | 0.05% | No change | 3,468 | $166K |
| Montgomery Financial Services LLC | 0.14% | — | 3,380 | $161K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.11% | No change | 3,360 | $160K |
| Fifth Third Bancorp | 0.00% | No change | 3,215 | $154K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -66.1% | 2,828 | $135K |
| Topsail Wealth Management, LLC | 0.02% | Add +39.6% | 2,693 | $129K |
| National Bank of Canada | 0.00% | No change | 2,676 | $128K |
| Wells Fargo & Company | 0.00% | Add +914.7% | 2,618 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.3% | 2,589 | $124K |
| Larson Financial Group LLC | 0.00% | Reduce -18.1% | 2,363 | $113K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 2,000 | $96K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 1,973 | $94K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,668 | $80K |
| Global Retirement Partners, LLC | 0.00% | — | 1,360 | $65K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,308 | $62K |
| Kilter Group LLC | 0.02% | Add +10.6% | 1,250 | $60K |
| Arlington Trust Co LLC | 0.00% | No change | 1,111 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -6.6% | 1,005 | $48K |
| Parallel Advisors, LLC | 0.00% | No change | 860 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.3% | 767 | $37K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.1% | 749 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 718 | $34K |
| RHL Group, LLC | 0.03% | Add +29.1% | 648 | $31K |
| MilWealth Group LLC | 0.01% | No change | 581 | $28K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -64.0% | 485 | $23K |
| Orion Capital Management LLC | 0.01% | No change | 415 | $20K |
| Rialto Wealth Management, LLC | 0.00% | No change | 315 | $15K |
| 3 Factor Indexing, LLC | 0.01% | New | 307 | $15K |
| Chapman Financial Group, LLC | 0.01% | No change | 267 | $13K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 211 | $10K |
| Clean Yield Group | 0.00% | New | 203 | $10K |
| FMR LLC | 0.00% | Reduce -94.9% | 162 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 156 | $7K |
| Vanguard Advisers Inc. | 0.00% | No change | 135 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -92.4% | 129 | $6K |
| CX Institutional | 0.00% | New | 120 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| Rossby Financial, LCC | 0.00% | Reduce -90.9% | 74 | $4K |
| IFG Advisory, LLC | 0.00% | No change | 57 | $3K |
| US Bancorp \de | 0.00% | New | 2 | $96 |
| St Germain D J Co. Inc. | 0.00% | New | 1 | $63 |
| Signaturefd, LLC | 0.00% | No change | 1 | $44 |
| 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.