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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

321 managers (324 13F filers) reported a position in DFSD shares at 2024-12-31, 66,399,465 shares in all. 36 filers opened a position and 5 filers sold out during the quarter.

Managers
321
13F filers
324
New
36
Added
174
Reduced
47
Sold out
5
Shares held by filers
66,399,465

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
KRAFT ASSET MANAGEMENT, LLC21,195$994K0.77%+14,38913F-HRTimeline
Millstone Evans Group, LLC21,192$993K0.68%13F-HRTimeline
Smartleaf Asset Management LLC20,935$982K0.1%+3,31113F-HRTimeline
PrairieView Partners, LLC20,747$972K0.1%new13F-HRTimeline
Ethos Financial Group, LLC20,248$949K0.12%-20613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,039$939K<0.01%-4,44413F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS20,004$938K0.77%+93213F-HRTimeline
Copperleaf Capital, LLC19,896$933K0.59%+4,79013F-HRTimeline
Two West Capital Advisors LLC19,313$905K0.78%+6,11413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC18,693$876K0.66%013F-HRTimeline
USAdvisors Wealth Management, LLC18,357$860K0.28%+55813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,898$839K<0.01%13F-HR/ATimelineGroup
Wealthspire Advisors, LLC17,832$836K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.17,547$823K0.01%-28413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,410$816K0.01%+3,86413F-HRTimeline
WorthPointe, LLC17,056$800K0.33%+7,58713F-HRTimeline
Kathleen S. Wright Associates Inc.16,898$792K0.33%+8,03013F-HRTimeline
Forthright Family Wealth Advisory LLC15,958$748K0.49%+28613F-HRTimeline
NWAM LLC15,408$722K0.04%+73213F-HRTimeline
Navigoe, LLC15,085$707K0.69%13F-HRTimeline
TAGStone Capital, Inc.14,913$699K0.34%+4,94113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC14,702$689K0.19%new13F-HRTimeline
Blossom Wealth Management14,626$686K1.32%+1,14913F-HRTimeline
HFG Wealth Management, LLC13,507$645K0.42%+50213F-HRTimeline
Core Wealth Management, Inc.13,380$627K0.25%-6413F-HRTimeline
Geometric Wealth Advisors13,069$613K0.11%+2,09313F-HRTimeline
Spinnaker Investment Group, LLC12,963$608K0.15%-2013F-HRTimeline
Glass Jacobson Investment Advisors llc12,862$603K0.2%-53513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CLG LLC12,602$591K0.21%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,562$589K<0.01%+5,76813F-HRTimelineGroup
Financial Symmetry Inc12,192$572K0.39%+4,77713F-HRTimeline
Pinnacle Family Advisors, LLC12,108$568K0.27%+3,02613F-HRTimeline
Capstone Wealth Management, LLC11,284$529K0.52%13F-HRTimeline
IFG Advisory, LLC11,088$520K0.03%new13F-HRTimeline
WMS Partners, LLC10,788$506K0.03%-1,45813F-HRTimeline
JDH Wealth Management, LLC10,692$501K0.44%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,230$480K<0.01%+29413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC10,204$478K0.06%new13F-HRTimeline
Stewardship Advisors, LLC10,024$470K0.13%+2,88913F-HRTimeline
Austin Asset Management Co Inc10,015$470K0.09%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,596$450K0.24%+1,17013F-HRTimeline
Leading Edge Financial Planning LLC9,539$447K0.15%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,207$432K0.01%-71213F-HRTimelineGroup
Arax Advisory Partners9,151$429K0.03%new13F-HRTimeline
Straight Path Wealth Management8,952$420K0.17%-56613F-HRTimeline
Shearwater Capital LLC8,570$402K0.27%013F-HRTimeline
Vermillion Wealth Management, Inc.8,534$400K0.2%13F-HRTimeline
OMNI 360 Wealth, Inc.8,122$381K0.25%new13F-HR/ATimeline
Geneos Wealth Management Inc.7,989$375K0.01%+61813F-HRTimeline
LAM GROUP, INC.7,875$369K0.26%+4513F-HRTimeline
Francis Financial, Inc.7,801$366K0.09%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,773$364K+980Timeline
Live Oak Private Wealth LLC7,454$349K0.06%new13F-HRTimeline
Verus Financial Partners, Inc.7,308$342K0.04%+2813F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,168$336K0.1%new13F-HRTimeline
Savvy Advisors, Inc.7,009$329K0.04%-1,48113F-HRTimeline
CWM, LLCin group CWM, LLC6,992$328K<0.01%-15,17313F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,862$322K0.02%013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,786$318K0.16%+70313F-HRTimelineGroup
Intrepid Financial Planning Group LLC6,605$310K0.13%013F-HRTimeline
Matisse Capital6,500$305K0.15%013F-HRTimeline
Main Street Financial Solutions, LLC6,064$284K0.03%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC6,055$284K0.01%new13F-HRTimeline
Seaside Wealth Management, Inc.6,022$282K0.1%+11513F-HRTimeline
COMERICA BANK5,943$279K<0.01%+3,00013F-HR/ATimeline
Coston, McIsaac & Partners5,816$272K0.08%+5,60713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,747$269K<0.01%new13F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC5,375$252K0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,328$250K0.02%+72113F-HRTimeline
Wealth Advisors Northwest LLC5,126$240K0.16%13F-HRTimeline
Plancorp, LLC4,904$230K0.01%new13F-HRTimeline
Foster Group, Inc.4,811$226K0.01%-27,90213F-HRTimeline
Concorde Asset Management, LLC4,773$224K0.12%+2513F-HRTimeline
Selective Wealth Management, Inc.4,703$220K0.09%013F-HRTimeline
Warburton Capital Management, LLC4,589$215K0.16%13F-HRTimeline
Merit Financial Group, LLC4,511$211K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,505$211K<0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,498$211K0.01%-1,58313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC4,498$211K0.21%13F-HRTimeline
Washington Trust Advisors, Inc.4,430$208K0.02%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,389$206K0.06%+16413F-HRTimeline
Abel Hall, LLC4,338$203K0.13%-61613F-HRTimeline
Aspen Wealth Management LLC4,317$202K0.06%-1,34413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,300$202K<0.01%-7,22813F-HRTimelineGroup
MilWealth Group LLC4,277$201K0.05%+3,69613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,241$199K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC3,853$181K<0.01%-34213F-HRTimeline
Aspect Partners, LLC3,065$144K0.08%013F-HRTimeline
PINNEY & SCOFIELD, INC.2,813$132K0.1%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,286$107K<0.01%+11113F-HRTimelineGroup
Aptus Capital Advisors, LLC2,074$97.2K<0.01%+4213F-HRTimeline
Prudent Man Investment Management, Inc.1,839$86.2K0.05%13F-HRTimeline
AdvisorNet Financial, Inc1,710$80.2K0.01%+40913F-HRTimeline
Global Retirement Partners, LLC1,650$77.3K<0.01%+38813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,640$76.9K<0.01%+64013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,608$75.4K<0.01%-1,79213F-HRTimelineGroup
TD Waterhouse Canada Inc.1,276$59.7K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,190$55.8K0.01%new13F-HRTimeline
Parallel Advisors, LLC860$40.3K<0.01%new13F-HRTimeline
GeoWealth Management, LLC843$39.5K<0.01%+1213F-HRTimeline
Blue Trust, Inc.740$34.7K<0.01%013F-HR/ATimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…729$34.2K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC691$32.4K<0.01%-7413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC553$25.9K<0.01%-7613F-HRTimeline
Rialto Wealth Management, LLC552$25.9K0.01%13F-HRTimeline
Orion Capital Management LLC522$24.5K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC486$22.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.383$18K<0.01%+16713F-HRTimeline
Global Trust Asset Management, LLC290$13.6K0.01%-3,34713F-HRTimeline
Medallion Wealth Advisors, LLC286$13.4K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…237$11.1K<0.01%-4,86813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC220$10.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.210$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG183$8.58K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC135$6.33K<0.01%13F-HRTimeline
Nemes Rush Group LLC126$5.91K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD113$5.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.71$3K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC53$2.48K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9$422<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2$94<0.01%new13F-HRTimelineGroup