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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

348 managers (354 13F filers) reported a position in DFSD shares at 2025-06-30, 75,663,015 shares in all. 25 filers opened a position and 18 filers sold out during the quarter.

Managers
348
13F filers
354
New
25
Added
192
Reduced
98
Sold out
18
Shares held by filers
75,663,015

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kaufman Rossin Wealth, LLC32,274$1.55M0.98%-1,10613F-HRTimeline
Copperleaf Capital, LLC31,516$1.51M0.77%+12,89613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC30,909$1.48M0.64%+3,04213F-HRTimeline
Coston, McIsaac & Partners30,006$1.44M0.37%+24,16013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.29,800$1.43M0.57%-63013F-HRTimeline
DecisionMap Wealth Management, LLC28,936$1.39M0.95%-2,49213F-HRTimeline
Beta Wealth Group, Inc.28,860$1.39M0.51%-58,46013F-HRTimeline
Samalin Investment Counsel, LLC27,835$1.34M0.51%-4,98813F-HRTimeline
Index Fund Advisors, Inc.27,539$1.32M0.07%-80013F-HRTimeline
Hutchens & Kramer Investment Management…26,618$1.28M0.59%-15,07113F-HRTimeline
Abacus Wealth Partners, LLC26,115$1.25M0.19%new13F-HRTimeline
BetterWealth, LLC25,911$1.24M0.32%+74513F-HRTimeline
Rehmann Capital Advisory Group25,869$1.24M0.08%-44713F-HRTimeline
PFG Advisors25,425$1.22M0.06%-8,66113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,024$1.2M<0.01%-1,27213F-HRTimelineGroup
Applied Capital LLC24,857$1.19M0.53%-2,49613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS23,193$1.11M0.76%+2,10913F-HRTimeline
HANCOCK WHITNEY CORP22,363$1.07M0.02%013F-HRTimeline
Tassel Capital Management, Inc.21,622$1.04M0.8%-18,93913F-HRTimeline
JDH Wealth Management, LLC21,393$1.03M0.79%+6,82213F-HRTimeline
Smartleaf Asset Management LLC21,134$1.01M0.09%+10413F-HRTimeline
FLOW TRADERS U.S. LLC21,094$1.01M0.04%-8,42013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,048$1.01M0.01%+4,80113F-HRTimeline
Mariner, LLCin group Mariner, LLC20,525$985K<0.01%new13F-HRTimelineGroup
Geometric Wealth Advisors19,875$954K0.14%+8,56413F-HRTimeline
KEB ASSET MANAGEMENT, LLC19,301$927K0.23%+5,12513F-HRTimeline
Ashton Thomas Private Wealth, LLC18,793$902K0.03%+11,93713F-HRTimeline
Geneos Wealth Management Inc.18,076$868K0.02%-6,44313F-HRTimeline
USAdvisors Wealth Management, LLC17,886$858K0.32%-50913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC17,866$858K0.8%-2,99913F-HRTimeline
Blossom Wealth Management17,668$848K1.5%+1,48213F-HRTimeline
Kathleen S. Wright Associates Inc.16,898$811K0.32%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,432$789K0.01%-7,03513F-HRTimelineGroup
NWAM LLC16,380$785K0.05%+62713F-HR/ATimeline
Capstone Wealth Management, LLC16,297$782K0.69%+4,35013F-HRTimeline
Nautilus Advisors LLC16,275$781K0.57%-2,70313F-HRTimeline
Forthright Family Wealth Advisory LLC15,926$765K0.48%-3213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,712$754K0.02%+2,40313F-HRTimelineGroup
Ethos Financial Group, LLC15,698$754K0.06%-4,55013F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,526$745K0.06%new13F-HRTimeline
Navigoe, LLC15,085$724K0.55%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC14,867$714K0.51%-45613F-HRTimeline
HFG Wealth Management, LLC14,880$707K0.43%+20513F-HRTimeline
TAGStone Capital, Inc.14,582$702K0.29%+22913F-HRTimeline
Atria Wealth Solutions, Inc.14,079$676K0.02%-7,80613F-HRTimeline
Financial Symmetry Inc13,922$668K0.35%+41113F-HRTimeline
Williams & Novak Wealth Management, LLC13,813$663K0.56%+2,88113F-HRTimeline
Two West Capital Advisors LLC13,500$647K0.42%-4,31913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,411$644K0.16%-69413F-HRTimeline
Core Wealth Management, Inc.13,299$638K0.23%-4,03813F-HRTimeline
Glass Jacobson Investment Advisors llc13,278$637K0.25%+41613F-HRTimeline
Leading Edge Financial Planning LLC13,132$630K0.18%+3,65813F-HRTimeline
CLG LLC12,602$605K0.19%013F-HRTimeline
Stewardship Advisors, LLC12,183$585K0.15%-14213F-HRTimeline
IFG Advisory, LLC11,551$555K0.03%+32013F-HRTimeline
Simplicity Wealth,LLC11,549$554K0.02%-104,74813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,487$552K0.02%+1,99613F-HRTimelineGroup
Foundations Investment Advisors, LLC11,159$536K0.01%+34513F-HRTimeline
HMV Wealth Advisors, LLC10,760$517K0.34%+4,94013F-HRTimeline
Krilogy Financial LLC10,216$490K0.03%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,204$490K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC10,121$486K0.24%-69513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,741$468K0.12%13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.9,688$465K0.23%-27313F-HRTimeline
Parkwoods Wealth Partners, LLC9,002$432K0.25%new13F-HRTimeline
HB Wealth Management, LLC8,754$420K<0.01%-70313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,633$414K<0.01%+5,75613F-HRTimelineGroup
Shearwater Capital LLC8,570$411K0.26%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,510$409K<0.01%013F-HRTimeline
Austin Asset Management Co Inc8,490$408K0.08%-1,52513F-HRTimeline
Seaside Wealth Management, Inc.8,253$396K0.13%+2,20213F-HRTimeline
Warburton Capital Management, LLC8,154$391K0.23%+2,20313F-HRTimeline
OMNI 360 Wealth, Inc.8,122$390K0.24%013F-HR/ATimeline
Fonville Wealth Management LLC7,935$381K0.1%new13F-HRTimeline
Selective Wealth Management, Inc.7,933$381K0.14%+3,23013F-HRTimeline
FinDec Wealth Services, Inc.7,925$380K0.4%-7,40013F-HRTimeline
Vermillion Wealth Management, Inc.7,897$379K0.18%+6913F-HRTimeline
LAM GROUP, INC.7,855$377K0.25%-2013F-HRTimeline
Verus Financial Partners, Inc.7,329$352K0.04%+1313F-HRTimeline
Straight Path Wealth Management7,261$349K0.12%+113F-HRTimeline
Legacy Capital Wealth Partners, LLC7,029$337K0.08%new13F-HRTimeline
COMERICA BANK6,901$331K<0.01%013F-HRTimeline
Millstone Evans Group, LLC6,843$329K0.22%-15,52213F-HRTimeline
Main Street Financial Solutions, LLC6,665$320K0.02%-39713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC6,562$315K0.28%+2,09613F-HRTimeline
Matisse Capital6,500$312K0.15%013F-HRTimeline
Abel Hall, LLC6,145$295K0.14%-40013F-HRTimeline
Plancorp, LLC5,924$284K0.01%-74813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC5,849$281K0.13%013F-HRTimelineGroup
rebel Financial LLC5,847$281K0.13%13F-HRTimeline
Eaton-Cambridge Inc.5,831$280K0.11%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,815$279K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC5,625$270K0.04%-6,12013F-HRTimeline
J.W. COLE ADVISORS, INC.5,465$262K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,395$259K<0.01%-88413F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC5,375$258K0.05%013F-HRTimeline
KELLY FINANCIAL GROUP LLC5,323$256K0.07%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,276$253K0.02%+11413F-HRTimeline
Advyzon Investment Management, LLC5,212$250K0.06%new13F-HRTimeline
Mutual Advisors, LLC5,179$248K0.01%+91913F-HRTimeline
Midwest Trust Co5,118$246K<0.01%13F-HRTimeline
Washington Trust Advisors, Inc.5,029$241K0.02%+11913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV4,961$238K0.06%+3013F-HRTimeline
Arax Advisory Partners4,955$238K0.01%-70913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,861$233K<0.01%+4,42213F-HRTimelineGroup
Merit Financial Group, LLC4,855$233K<0.01%+57913F-HRTimeline
Security Financial Services, INC.4,719$227K0.04%+44013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,383$210K0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…4,264$205K0.02%+2813F-HRTimeline
AE Wealth Management LLC3,759$180K<0.01%013F-HRTimeline
CENTRAL TRUST Co3,750$180K<0.01%+3,10013F-HRTimeline
NewEdge Advisors, LLC3,396$163K<0.01%+1,32213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,039$146K<0.01%+99413F-HRTimelineGroup
PINNEY & SCOFIELD, INC.2,853$137K0.09%+3113F-HRTimeline
OAKWORTH CAPITAL, INC.2,714$130K0.01%-28313F-HRTimeline
AdvisorNet Financial, Inc2,541$122K0.01%+14513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,286$110K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,065$99.1K<0.01%+3413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,973$94.7K0.06%+1,83813F-HRTimeline
Prudent Man Investment Management, Inc.1,839$86.2K0.05%013F-HRTimeline
Physician Wealth Advisors, Inc.1,687$81K0.01%+38413F-HRTimeline
Global Retirement Partners, LLC1,673$80.3K<0.01%13F-HRTimeline
GeoWealth Management, LLC1,665$79.9K<0.01%-6,34513F-HRTimeline
Retirement Wealth Solutions LLC930$44.6K0.03%new13F-HRTimeline
Parallel Advisors, LLC860$41.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/856$41.1K<0.01%new13F-HR/ATimelineGroup
Rossby Financial, LCC817$39.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC745$35.7K0.01%+45813F-HRTimeline
Blue Trust, Inc.740$35.5K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…729$35K0.01%new13F-HRTimeline
MilWealth Group LLC581$27.9K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC561$26.9K<0.01%+513F-HRTimeline
Rialto Wealth Management, LLC552$26.5K0.01%013F-HRTimeline
DecisionPoint Financial, LLC486$23.3K0.01%013F-HRTimeline
Stephens Consulting, LLC418$20.1K<0.01%new13F-HRTimeline
Orion Capital Management LLC415$19.9K0.01%-10713F-HRTimeline
HARBOUR INVESTMENTS, INC.383$18.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC344$16.5K<0.01%new13F-HRTimeline
Kilter Group LLC153$7.35K<0.01%new13F-HRTimeline
North Capital, Inc.142$6.82K0.01%013F-HRTimeline
Nemes Rush Group LLC126$6.07K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD113$5.42K<0.01%013F-HRTimeline
Transce3nd, LLC66$3.17K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC53$2.54K<0.01%-10313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY42$2.02K<0.01%-26613F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC2$77<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1$44<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.