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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

361 managers (366 13F filers) reported a position in DFSD shares at 2025-09-30, 85,756,996 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.

Managers
361
13F filers
366
New
31
Added
232
Reduced
74
Sold out
14
Shares held by filers
85,756,996

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
VESTIA PERSONAL WEALTH ADVISORS39,109$1.88M1.09%+15,91613F-HRTimeline
Copperleaf Capital, LLC38,833$1.87M0.9%+7,31713F-HRTimeline
SUTTON PLACE INVESTORS LLC38,822$1.87M1.07%+27813F-HRTimeline
Index Fund Advisors, Inc.38,148$1.84M0.09%+10,60913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.36,944$1.78M1.55%+53313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,665$1.72M0.01%-10413F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC35,480$1.71M0.88%-60713F-HRTimeline
Aegis Wealth Management LLC34,668$1.67M0.89%+1,21013F-HRTimeline
Wealthspire Advisors, LLC34,558$1.67M0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC34,230$1.65M0.07%+13,13613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,886$1.63M<0.01%-1,28213F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC33,854$1.63M0.64%+2,94513F-HRTimeline
Modera Wealth Management, LLC32,853$1.58M0.02%-9313F-HRTimeline
American Investment Services, Inc.31,080$1.5M0.36%-6,26013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.30,579$1.47M0.53%+77913F-HRTimeline
PFG Advisors30,218$1.46M0.06%+4,79313F-HRTimeline
Samalin Investment Counsel, LLC29,521$1.42M0.49%+1,68613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC29,067$1.4M0.05%new13F-HRTimelineGroup
Fonville Wealth Management LLC28,990$1.4M0.31%+21,05513F-HRTimeline
Safeguard Investment Advisory Group, LLC28,419$1.37M0.34%-5,01213F-HRTimeline
DecisionMap Wealth Management, LLC27,619$1.33M0.85%-1,31713F-HRTimeline
Abacus Wealth Partners, LLC27,331$1.32M0.19%+1,21613F-HRTimeline
Mustard Seed Financial, LLC26,848$1.29M0.83%new13F-HRTimeline
Eaton-Cambridge Inc.26,613$1.28M0.45%+20,78213F-HRTimeline
Geometric Wealth Advisors25,743$1.24M0.17%+5,86813F-HRTimeline
JDH Wealth Management, LLC25,057$1.21M0.86%+3,66413F-HRTimeline
BetterWealth, LLC24,505$1.18M0.28%-1,40613F-HRTimeline
Applied Capital LLC24,322$1.17M0.47%-53513F-HRTimeline
Forza Wealth Management, LLC24,300$1.17M0.45%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,326$1.12M<0.01%-1,69813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,172$1.12M<0.01%+20,13313F-HRTimelineGroup
Smartleaf Asset Management LLC23,094$1.11M0.07%+1,96013F-HRTimeline
Hutchens & Kramer Investment Management…21,561$1.04M0.41%-5,05713F-HRTimeline
KEB ASSET MANAGEMENT, LLC20,987$1.01M0.23%+1,68613F-HRTimeline
Savvy Advisors, Inc.20,568$991K0.05%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC20,270$977K<0.01%-25513F-HRTimelineGroup
Washington Trust Advisors, Inc.20,039$966K0.07%+15,01013F-HRTimeline
Blossom Wealth Management18,934$912K1.47%+1,26613F-HRTimeline
Capstone Wealth Management, LLC18,456$889K0.68%+2,15913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,857$861K0.02%+2,14513F-HRTimelineGroup
USAdvisors Wealth Management, LLC17,547$845K0.29%-33913F-HRTimeline
HB Wealth Management, LLC17,231$830K0.01%+8,47713F-HRTimeline
MGO ONE SEVEN LLC16,936$816K0.02%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC16,914$815K0.69%+10,35213F-HRTimeline
Kathleen S. Wright Associates Inc.16,898$814K0.3%013F-HRTimeline
Geneos Wealth Management Inc.16,874$813K0.02%-1,20213F-HRTimeline
NWAM LLC16,478$799K0.04%+9813F-HR/ATimeline
Williams & Novak Wealth Management, LLC16,414$791K0.61%+2,60113F-HRTimeline
Nautilus Advisors LLC16,288$785K0.53%+1313F-HRTimeline
Forthright Family Wealth Advisory LLC15,928$768K0.47%+213F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,647$754K0.06%+12113F-HRTimeline
Rehmann Capital Advisory Group15,424$743K0.04%-10,44513F-HRTimeline
Krilogy Financial LLC15,234$734K0.03%+5,01813F-HRTimeline
Navigoe, LLC15,085$726K0.46%013F-HRTimeline
Ethos Financial Group, LLC15,059$726K0.06%-63913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC14,867$716K0.52%013F-HRTimeline
Leading Edge Financial Planning LLC14,687$708K0.18%+1,55513F-HRTimeline
Willow Creek Wealth Management Inc.14,532$700K0.06%new13F-HRTimeline
HFG Wealth Management, LLC14,228$686K0.37%-65213F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,224$685K0.01%-2,20813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC14,086$679K0.02%-4,70713F-HRTimeline
CLG LLC14,062$678K0.18%+1,46013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,891$669K0.02%+2,40413F-HRTimelineGroup
TAGStone Capital, Inc.13,871$668K0.26%-71113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,567$654K0.16%+15613F-HRTimeline
Straight Path Wealth Management13,544$653K0.18%+6,28313F-HRTimeline
Two West Capital Advisors LLC13,297$643K0.39%-20313F-HRTimeline
Financial Symmetry Inc13,313$642K0.29%-60913F-HRTimeline
Glass Jacobson Investment Advisors llc12,937$623K0.23%-34113F-HRTimeline
Tassel Capital Management, Inc.12,625$608K0.39%-8,99713F-HRTimeline
HMV Wealth Advisors, LLC12,375$596K0.33%+1,61513F-HRTimeline
IFG Advisory, LLC11,737$566K0.03%+18613F-HRTimeline
Core Wealth Management, Inc.11,510$555K0.18%-1,78913F-HRTimeline
Pinnacle Family Advisors, LLC11,270$543K0.24%+1,14913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,061$532K<0.01%+2,42813F-HRTimelineGroup
Stewardship Advisors, LLC10,728$517K0.12%-1,45513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.10,347$499K0.23%+65913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,204$492K0.04%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,057$485K0.01%new13F-HRTimelineGroup
Warburton Capital Management, LLC9,772$471K0.28%+1,61813F-HRTimeline
Advyzon Investment Management, LLC9,655$465K0.08%+4,44313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,519$459K<0.01%+1,00913F-HRTimeline
Triad Wealth Partners, LLC9,294$448K0.06%new13F-HRTimeline
Tanager Wealth Management LLP9,079$438K0.05%new13F-HRTimeline
MAI Capital Management8,721$420K<0.01%new13F-HRTimeline
Austin Asset Management Co Inc8,490$409K0.07%013F-HRTimeline
Shearwater Capital LLC8,490$409K0.24%-8013F-HRTimeline
Seaside Wealth Management, Inc.8,344$402K0.12%+9113F-HRTimeline
OMNI 360 Wealth, Inc.8,126$392K0.22%+413F-HRTimeline
LAM GROUP, INC.7,825$377K0.23%-3013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,714$372K0.08%+68513F-HRTimeline
Lauterbach Financial Advisors, LLC7,575$365K0.18%new13F-HRTimeline
Verus Financial Partners, Inc.7,346$354K0.03%+1713F-HRTimeline
GeoWealth Management, LLC7,152$345K0.01%+5,48713F-HRTimeline
Matisse Capital6,500$313K0.14%013F-HRTimeline
Abel Hall, LLC6,166$297K0.12%+2113F-HRTimeline
rebel Financial LLC0$297K0.13%-5,84713F-HRTimelineAmount filed as zero, left out of ratios.
Vermillion Wealth Management, Inc.6,012$290K0.08%-1,88513F-HRTimeline
Plancorp, LLC6,009$290K0.01%+8513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,725$276K0.02%+44913F-HRTimeline
Concorde Asset Management, LLC5,666$274K0.11%13F-HRTimeline
CWM, LLCin group CWM, LLC5,427$262K<0.01%+3213F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV5,399$260K0.06%+43813F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,375$259K0.04%013F-HRTimeline
Mutual Advisors, LLC5,271$255K0.01%+9213F-HRTimeline
AE Wealth Management LLC5,272$254K<0.01%+1,51313F-HRTimeline
J.W. COLE ADVISORS, INC.5,263$254K<0.01%-20213F-HRTimeline
KELLY FINANCIAL GROUP LLC5,238$252K0.07%-8513F-HRTimeline
FinDec Wealth Services, Inc.5,103$246K0.25%-2,82213F-HRTimeline
Security Financial Services, INC.4,964$239K0.04%+24513F-HRTimeline
Strathmore Capital Advisors, Inc.4,746$229K0.09%new13F-HRTimeline
Merit Financial Group, LLC4,571$220K<0.01%-28413F-HR/ATimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,469$215K0.08%-1,38013F-HR/ATimelineGroup
Midwest Trust Co4,451$214K<0.01%-66713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,369$211K<0.01%+4,32713F-HR/ATimelineGroup
Investment Advisory Group, LLC4,365$210K0.06%new13F-HRTimeline
Millstone Evans Group, LLC4,314$208K0.13%-2,52913F-HRTimeline
Patriot Financial Group Insurance Agenc…4,299$207K0.03%+3513F-HRTimeline
CENTRAL TRUST Co3,750$181K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.3,723$179K0.11%+87013F-HRTimeline
NewEdge Advisors, LLC3,580$173K<0.01%+18413F-HRTimeline
Larson Financial Group LLC3,329$160K0.01%new13F-HRTimeline
COMERICA BANK2,901$140K<0.01%-4,00013F-HRTimeline
AdvisorNet Financial, Inc2,788$134K0.01%+24713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,346$113K<0.01%+6013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,266$109K<0.01%+20113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,182$105K<0.01%+1,32613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,973$95.1K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,894$91.3K0.01%-82013F-HRTimeline
Prudent Man Investment Management, Inc.1,839$86.2K0.05%013F-HRTimeline
Physician Wealth Advisors, Inc.1,766$85.1K0.01%+7913F-HRTimeline
Global Retirement Partners, LLC1,691$81.5K<0.01%+1813F-HRTimeline
Advisory Services Network, LLC1,231$59.3K<0.01%new13F-HRTimeline
Kilter Group LLC1,137$54.8K0.03%+98413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…870$41.9K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC860$41.4K<0.01%013F-HRTimeline
Rossby Financial, LCC817$39.5K0.01%013F-HRTimeline
Blue Trust, Inc.740$35.7K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…729$35.1K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC727$35K<0.01%+16613F-HRTimeline
Medallion Wealth Advisors, LLC703$33.9K0.01%-4213F-HRTimeline
HARBOUR INVESTMENTS, INC.703$33.9K<0.01%+32013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…685$33K<0.01%-4,17613F-HRTimelineGroup
MilWealth Group LLC581$28K0.01%013F-HRTimeline
DecisionPoint Financial, LLC486$23.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$20.5K<0.01%new13F-HRTimeline
Orion Capital Management LLC415$20K0.01%013F-HRTimeline
CoreCap Advisors, LLC344$16.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.315$15.2K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC315$15.2K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC315$15.2K<0.01%-23713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC267$12.9K0.01%new13F-HRTimeline
North Capital, Inc.143$6.89K0.01%+113F-HRTimeline
Nemes Rush Group LLC128$6.16K<0.01%+213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD113$5.45K<0.01%013F-HRTimeline
Annandale Capital, LLC7,842$3.78K0.07%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC53$2.56K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG45$2.17K<0.01%new13F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC2$77<0.01%013F-HRTimeline
Family Manage LLC1$48<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1$43<0.01%013F-HRTimeline