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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

338 managers (341 13F filers) reported a position in DFSD shares at 2025-03-31, 68,904,636 shares in all. 31 filers opened a position and 19 filers sold out during the quarter.

Managers
338
13F filers
341
New
31
Added
201
Reduced
71
Sold out
19
Shares held by filers
68,904,636

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Index Fund Advisors, Inc.28,339$1.35M0.08%-2,24113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC27,867$1.32M0.63%+3,37513F-HRTimeline
Barry Investment Advisors, LLC27,463$1.31M0.35%+4,46413F-HRTimeline
Applied Capital LLC27,353$1.3M0.64%-1,48913F-HRTimeline
Werba Rubin Papier Wealth Management26,748$1.27M0.28%new13F-HRTimeline
Rehmann Capital Advisory Group26,316$1.25M0.08%+76113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,296$1.25M<0.01%+6,25713F-HRTimelineGroup
Geneos Wealth Management Inc.24,519$1.24M0.02%+16,53013F-HRTimeline
BetterWealth, LLC25,166$1.2M0.34%+1,42713F-HRTimeline
WorthPointe, LLC24,355$1.16M0.53%+7,29913F-HRTimeline
OLD MISSION CAPITAL LLC23,938$1.14M0.02%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP23,467$1.12M0.02%-14,62613F-HRTimelineGroup
Millstone Evans Group, LLC22,365$1.06M0.72%+1,17313F-HRTimeline
HANCOCK WHITNEY CORP22,363$1.06M0.03%new13F-HRTimeline
Atria Wealth Solutions, Inc.21,885$1.04M0.01%+4,33813F-HRTimeline
PLANWISER FINANCIAL, LLC21,395$1.02M0.92%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS21,084$1M0.79%+1,08013F-HRTimeline
Smartleaf Asset Management LLC21,030$1000K0.1%+9513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC20,865$991K0.91%-33013F-HRTimeline
Ethos Financial Group, LLC20,248$949K0.09%013F-HRTimeline
Nautilus Advisors LLC18,978$902K0.74%-9,41113F-HRTimeline
Copperleaf Capital, LLC18,620$885K0.53%-1,27613F-HRTimeline
USAdvisors Wealth Management, LLC18,395$874K0.3%+3813F-HRTimeline
Wealthspire Advisors, LLC17,832$847K0.01%013F-HRTimeline
Two West Capital Advisors LLC17,819$839K0.7%-1,49413F-HRTimeline
Core Wealth Management, Inc.17,337$824K0.32%+3,95713F-HRTimeline
Kathleen S. Wright Associates Inc.16,898$803K0.33%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,247$772K<0.01%-1,16313F-HRTimeline
Blossom Wealth Management16,186$769K1.55%+1,56013F-HRTimeline
Forthright Family Wealth Advisory LLC15,958$758K0.5%013F-HRTimeline
NWAM LLC15,753$749K0.06%+34513F-HRTimeline
FinDec Wealth Services, Inc.15,325$728K0.72%-157,69513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC15,323$728K0.52%-3,37013F-HRTimeline
Navigoe, LLC15,085$716K0.62%013F-HRTimeline
JDH Wealth Management, LLC14,571$692K0.59%+3,87913F-HRTimeline
HFG Wealth Management, LLC14,675$688K0.42%+1,16813F-HRTimeline
TAGStone Capital, Inc.14,353$682K0.34%-56013F-HRTimeline
KEB ASSET MANAGEMENT, LLC14,176$674K0.19%+7,00813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC14,105$670K0.19%-59713F-HRTimeline
Financial Symmetry Inc13,511$642K0.39%+1,31913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,309$632K0.02%+4,10213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc12,862$603K0.2%013F-HRTimeline
CLG LLC12,602$599K0.21%013F-HRTimeline
Stewardship Advisors, LLC12,325$586K0.16%+2,30113F-HRTimeline
Capstone Wealth Management, LLC11,947$568K0.57%+66313F-HRTimeline
Brookwood Investment Group LLC11,745$558K0.1%13F-HRTimeline
Geometric Wealth Advisors11,311$537K0.09%-1,75813F-HRTimeline
IFG Advisory, LLC11,231$534K0.03%+14313F-HRTimeline
Williams & Novak Wealth Management, LLC10,932$520K0.51%new13F-HRTimeline
Pinnacle Family Advisors, LLC10,816$514K0.28%-1,29213F-HRTimeline
Foundations Investment Advisors, LLC10,814$514K0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC10,677$507K0.11%-2,28613F-HRTimeline
Krilogy Financial LLC10,216$485K0.03%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,204$485K0.06%013F-HRTimeline
Austin Asset Management Co Inc10,015$476K0.1%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,961$473K0.26%+36513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,718$462K<0.01%-51213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,491$451K0.01%+1,71813F-HRTimelineGroup
Leading Edge Financial Planning LLC9,474$450K0.14%-6513F-HRTimeline
HB Wealth Management, LLC9,457$449K<0.01%new13F-HRTimeline
Wealth Advisors Northwest LLC9,320$443K0.28%+4,19413F-HRTimeline
Shearwater Capital LLC8,570$407K0.29%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,510$404K<0.01%+4,00513F-HRTimeline
OMNI 360 Wealth, Inc.8,122$386K0.26%013F-HR/ATimeline
GeoWealth Management, LLC8,010$381K0.02%+7,16713F-HRTimeline
LAM GROUP, INC.7,875$374K0.28%013F-HRTimeline
Vermillion Wealth Management, Inc.7,828$372K0.11%-70613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,561$359K-17,238Timeline
Verus Financial Partners, Inc.7,316$347K0.04%+813F-HRTimeline
Straight Path Wealth Management7,260$345K0.14%-1,69213F-HRTimeline
Main Street Financial Solutions, LLC7,062$336K0.03%+99813F-HRTimeline
COMERICA BANK6,901$328K<0.01%+95813F-HRTimeline
Ashton Thomas Private Wealth, LLC6,856$326K0.01%+80113F-HRTimeline
Prime Capital Investment Advisors, LLC6,800$323K<0.01%new13F-HRTimeline
Plancorp, LLC6,672$317K0.01%+1,76813F-HRTimeline
Abel Hall, LLC6,545$311K0.19%+2,20713F-HRTimeline
Matisse Capital6,500$309K0.16%013F-HRTimeline
CWM, LLCin group CWM, LLC6,279$298K<0.01%-71313F-HRTimelineGroup
Austin Private Wealth, LLC6,244$297K0.03%new13F-HRTimeline
Seaside Wealth Management, Inc.6,051$288K0.1%+2913F-HRTimeline
Warburton Capital Management, LLC5,951$282K0.2%+1,36213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC5,849$278K0.14%-93713F-HRTimelineGroup
Eaton-Cambridge Inc.5,831$277K0.12%new13F-HRTimeline
Coston, McIsaac & Partners5,846$277K0.08%+3013F-HRTimeline
HMV Wealth Advisors, LLC5,820$277K0.22%new13F-HRTimeline
Arax Advisory Partners5,664$269K0.02%-3,48713F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,375$255K0.06%013F-HRTimeline
Cardinal Point Capital Management ULC5,273$251K0.02%new13F-HRTimeline
FINANCIAL COUNSELORS INC5,219$248K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,162$245K0.02%-16613F-HR/ATimeline
BUILDER INVESTMENT GROUP INC /ADV4,931$234K0.07%+54213F-HRTimeline
Washington Trust Advisors, Inc.4,910$233K0.02%+48013F-HRTimeline
Concorde Asset Management, LLC4,833$229K0.12%+6013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,757$226K0.01%-2,10513F-HRTimelineGroup
Selective Wealth Management, Inc.4,703$221K0.1%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC4,466$212K0.22%-3213F-HRTimeline
Aspen Wealth Management LLC4,289$204K0.06%-2813F-HRTimeline
Security Financial Services, INC.4,279$203K0.04%new13F-HRTimeline
Merit Financial Group, LLC4,276$203K<0.01%-23513F-HRTimeline
Mutual Advisors, LLC4,260$203K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,236$201K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,795$180K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3,759$179K<0.01%-9413F-HRTimeline
Aspect Partners, LLC3,065$146K0.08%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,997$142K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,877$137K<0.01%+1,23713F-HR/ATimelineGroup
PINNEY & SCOFIELD, INC.2,822$134K0.1%+913F-HRTimeline
AdvisorNet Financial, Inc2,396$114K0.01%+68613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,286$107K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC2,074$98.6K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,045$97.2K<0.01%+43713F-HRTimelineGroup
Aptus Capital Advisors, LLC2,031$96.5K<0.01%-4313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,920$91.2K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.1,839$86.2K0.05%013F-HRTimeline
Physician Wealth Advisors, Inc.1,303$61.9K0.01%+11313F-HRTimeline
Parallel Advisors, LLC860$40.9K<0.01%013F-HRTimeline
Rossby Financial, LCC817$38.9K0.02%new13F-HRTimeline
Blue Trust, Inc.740$35.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co650$30.9K<0.01%new13F-HRTimeline
MilWealth Group LLC581$27.6K0.01%-3,69613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC556$26.4K<0.01%+313F-HRTimeline
Rialto Wealth Management, LLC552$26.2K0.01%013F-HRTimeline
Orion Capital Management LLC522$24.8K0.01%013F-HRTimeline
DecisionPoint Financial, LLC486$23.1K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…439$20.9K<0.01%+43013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.383$18.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY308$14.7K<0.01%-3,93313F-HRTimelineGroup
Medallion Wealth Advisors, LLC287$13.7K0.01%+113F-HRTimeline
SITTNER & NELSON, LLC249$11.8K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC199$9.42K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC156$7.41K<0.01%+10313F-HRTimeline
North Capital, Inc.142$6.75K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC135$6.42K<0.01%013F-HRTimeline
Nemes Rush Group LLC126$5.99K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD113$5.37K<0.01%013F-HRTimeline
Transce3nd, LLC66$3.14K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-23713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC394$26.1M-548,22213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.