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Disclosery

DFSD DIMENSIONAL ETF TRUST

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SHOR DUR FIX ETF (fund)

406 managers (411 13F filers) reported a position in DFSD shares at 2025-12-31, 99,124,596 shares in all. 29 filers opened a position and 24 filers sold out during the quarter.

Managers
406
13F filers
411
New
29
Added
236
Reduced
71
Sold out
24
Shares held by filers
99,124,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Powerhouse Assets LLC62,295$2.99M2.63%13F-HRTimeline
Broadhurst Jeffrey B59,497$2.85M2.96%13F-HRTimeline
Hippocratic Financial Advisors, LLC59,099$2.83M1.31%-69313F-HRTimeline
Aspire Private Capital, LLC57,722$2.77M0.62%-1,05213F-HRTimeline
Five Oceans Advisors56,530$2.71M0.96%+2613F-HRTimeline
Austin Private Wealth, LLC55,493$2.66M0.2%+6,15513F-HRTimeline
TCI Wealth Advisors, Inc.54,343$2.61M0.14%+23713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53,835$2.58M0.87%013F-HRTimeline
MB Generational Wealth, LLC52,854$2.53M1.34%new13F-HRTimeline
Foundation Wealth Management, LLC\PA52,743$2.53M0.92%-4,99013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,391$2.51M0.04%-9,66713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,351$2.51M<0.01%new13F-HRTimelineGroup
TCP Asset Management, LLC52,140$2.5M0.42%+1,79813F-HRTimeline
Wheels Up Wealth, Inc.51,459$2.47M2.3%13F-HRTimeline
Barry Investment Advisors, LLC48,882$2.34M0.52%+6,70413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC47,417$2.27M0.93%+2,13513F-HRTimeline
Narus Financial Partners, LLC46,795$2.24M0.62%-3,02313F-HRTimeline
Rockwood Wealth Management, LLC46,053$2.21M0.16%-2,00213F-HRTimeline
IFP Advisors, Inc45,396$2.18M0.05%-1,77513F-HRTimeline
Arcadia Wealth Management, LLC44,992$2.16M0.8%-1,26513F-HRTimeline
Kaufman Rossin Wealth, LLC44,113$2.12M1.1%+4,66013F-HRTimeline
Mustard Seed Financial, LLC42,821$2.05M1.29%+15,97313F-HRTimeline
Hartmann Taylor Wealth Management, LLC41,875$2.01M1.36%-2,19013F-HRTimeline
SUTTON PLACE INVESTORS LLC41,270$1.98M1.09%+2,44813F-HRTimeline
Wealth Advisors Northwest LLC41,139$1.97M0.87%+2,00113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,788$1.96M<0.01%+29,72713F-HRTimelineGroup
Vigil Wealth Management, LLC39,338$1.89M1.57%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL39,001$1.87M0.45%-2,51213F-HRTimeline
KEB ASSET MANAGEMENT, LLC38,678$1.85M0.38%+17,69113F-HRTimeline
Pillar Financial Advisors, LLC38,248$1.83M1.11%-2,32113F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.37,395$1.79M1.49%+45113F-HRTimeline
Keating Financial Advisory Services, In…36,837$1.77M0.24%13F-HRTimeline
American Investment Services, Inc.35,937$1.72M0.4%+4,85713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,703$1.71M0.01%+3813F-HRTimelineGroup
Wealthspire Advisors, LLC34,879$1.67M0.01%+32113F-HRTimeline
Aegis Wealth Management LLC34,685$1.66M0.94%+1713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,886$1.62M<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,888$1.58M0.01%+23,36913F-HRTimeline
Modera Wealth Management, LLC32,641$1.57M0.02%-21213F-HRTimeline
Savvy Advisors, Inc.32,461$1.56M0.05%+11,89313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV30,368$1.46M0.67%new13F-HRTimeline
Solutions 4 Wealth, Ltd30,158$1.45M2.19%-10,32613F-HRTimeline
BetterWealth, LLC29,952$1.44M0.33%+5,44713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC29,929$1.44M0.15%+86213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,291$1.4M+15,400Timeline
Abacus Wealth Partners, LLC29,165$1.4M0.14%+1,83413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC29,153$1.4M0.52%-4,70113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.28,908$1.39M0.49%-1,67113F-HRTimeline
QUARRY HILL ADVISORS, LLC28,888$1.39M0.64%-6,59213F-HRTimeline
Samalin Investment Counsel, LLC28,669$1.37M0.49%-85213F-HRTimeline
DecisionMap Wealth Management, LLC27,496$1.32M0.81%-12313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC27,163$1.3M0.36%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC26,993$1.29M0.33%-1,42613F-HRTimeline
PFG Advisors26,904$1.29M0.06%-3,31413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,288$1.26M<0.01%+2,96213F-HRTimelineGroup
Capstone Wealth Management, LLC26,287$1.26M0.92%+7,83113F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV25,635$1.23M0.92%13F-HRTimeline
Smartleaf Asset Management LLC25,568$1.23M0.05%+2,47413F-HRTimeline
Geometric Wealth Advisors25,577$1.23M0.16%-16613F-HRTimeline
E-Wealth Partners, LLC25,345$1.22M1.02%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,797$1.19M<0.01%+1,62513F-HRTimelineGroup
Forza Wealth Management, LLC24,300$1.17M0.42%013F-HRTimeline
JDH Wealth Management, LLC23,995$1.15M0.79%-1,06213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC22,894$1.1M0.87%+5,98013F-HRTimeline
Platform Wealth Management, LLC22,752$1.09M0.29%13F-HRTimeline
Applied Capital LLC22,544$1.08M0.42%-1,77813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC21,978$1.05M0.26%-30,56013F-HRTimeline
Lutz Financial Services LLC21,519$1.03M0.07%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,489$982K0.02%+2,63213F-HRTimelineGroup
Washington Trust Advisors, Inc.20,289$973K0.07%+25013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,195$968K<0.01%-7513F-HRTimelineGroup
MGO ONE SEVEN LLC19,758$947K0.02%+2,82213F-HRTimeline
Blossom Wealth Management18,504$887K1.46%-43013F-HRTimeline
USAdvisors Wealth Management, LLC18,300$877K0.29%+75313F-HRTimeline
Geneos Wealth Management Inc.17,827$855K0.02%+95313F-HRTimeline
HB Wealth Management, LLC17,019$816K0.01%-21213F-HRTimeline
Nautilus Advisors LLC16,735$802K0.52%+44713F-HRTimeline
NWAM LLC16,683$801K0.04%+20513F-HRTimeline
Williams & Novak Wealth Management, LLC16,648$798K0.6%+23413F-HRTimeline
Timonier Family Office, LTD.16,542$793K0.25%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC16,396$786K0.54%+1,52913F-HRTimeline
TAGStone Capital, Inc.16,286$781K0.29%+2,41513F-HRTimeline
Ballast Rock Private Wealth LLC16,229$778K0.49%13F-HRTimeline
Forthright Family Wealth Advisory LLC15,928$764K0.48%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,825$759K0.06%+17813F-HRTimeline
Krilogy Financial LLC15,234$732K0.02%013F-HRTimeline
Navigoe, LLC15,085$723K0.45%013F-HRTimeline
HMV Wealth Advisors, LLC14,940$716K0.36%+2,56513F-HRTimeline
Rehmann Capital Advisory Group14,834$712K0.04%-59013F-HRTimeline
Ashton Thomas Private Wealth, LLC14,785$709K0.02%+69913F-HRTimeline
HFG Wealth Management, LLC14,713$705K0.39%+48513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,594$700K0.01%new13F-HRTimeline
CLG LLC14,594$700K0.17%+53213F-HRTimeline
Donalies Financial Planning, LLC14,583$699K0.6%13F-HRTimeline
Ethos Financial Group, LLC14,425$692K0.05%-63413F-HRTimeline
Pinnacle Family Advisors, LLC14,359$689K0.3%+3,08913F-HRTimeline
Two West Capital Advisors LLC14,308$686K0.4%+1,01113F-HRTimeline
Leading Edge Financial Planning LLC14,242$683K0.16%-44513F-HRTimeline
OLD MISSION CAPITAL LLC13,806$662K0.03%new13F-HRTimeline
GeoWealth Management, LLC13,728$658K0.02%+6,57613F-HRTimeline
Straight Path Wealth Management13,394$642K0.17%-15013F-HRTimeline
Financial Symmetry Inc13,200$633K0.26%-11313F-HRTimeline
Advyzon Investment Management, LLC13,153$631K0.07%+3,49813F-HRTimeline
Eaton-Cambridge Inc.12,724$610K0.2%-13,88913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.12,517$600K0.27%+2,17013F-HRTimeline
Stirlingshire Investments, Inc.12,206$585K0.52%13F-HRTimeline
Triad Wealth Partners, LLC11,955$573K0.05%+2,66113F-HRTimeline
CWM, LLCin group CWM, LLC11,562$554K<0.01%+6,13513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC10,996$527K0.07%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,986$527K0.01%-3,23813F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…10,982$527K0.19%+10,25313F-HRTimeline
Stewardship Advisors, LLC10,910$523K0.12%+18213F-HRTimeline
COGENT STRATEGIC WEALTH LLC10,851$521K0.57%13F-HRTimeline
Warburton Capital Management, LLC10,881$521K0.29%+1,10913F-HRTimeline
Glass Jacobson Investment Advisors llc10,839$520K0.19%-2,09813F-HRTimeline
Tanager Wealth Management LLP10,748$515K0.05%+1,66913F-HRTimeline
Core Wealth Management, Inc.10,515$504K0.16%-99513F-HRTimeline
Vistica Wealth Advisors, LLC10,400$499K0.5%13F-HRTimeline
Hutchens & Kramer Investment Management…10,037$481K0.17%-11,52413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,913$475K0.04%-29113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,120$437K0.06%new13F-HRTimeline
McCartney Wealth Management LLC8,838$424K0.37%13F-HRTimeline
Oath Planning, LLC8,704$417K0.41%13F-HRTimeline
marrick wealth, LLC8,644$414K0.34%13F-HRTimeline
Shearwater Capital LLC8,494$407K0.23%+413F-HRTimeline
Austin Asset Management Co Inc8,490$407K0.07%013F-HRTimeline
Seaside Wealth Management, Inc.8,481$407K0.12%+13713F-HRTimeline
Pioneer Wealth Management Group8,350$400K0.12%new13F-HRTimeline
OMNI 360 Wealth, Inc.8,281$398K0.2%+15513F-HRTimeline
AE Wealth Management LLC7,989$383K<0.01%+2,71713F-HRTimeline
Annandale Capital, LLC7,842$376K0.06%013F-HRTimeline
Lauterbach Financial Advisors, LLC7,687$369K0.18%+11213F-HRTimeline
Cogent Private Wealth, Inc.7,550$362K0.28%13F-HRTimeline
Verus Financial Partners, Inc.7,370$354K0.03%+2413F-HRTimeline
Integrated Advisors Network LLC7,341$352K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning6,916$332K<0.01%new13F-HRTimelineGroup
World Investment Advisors6,510$312K0.01%new13F-HR/ATimeline
Matisse Capital6,500$312K0.14%013F-HRTimeline
Strathmore Capital Advisors, Inc.6,342$304K0.1%+1,59613F-HRTimeline
Abel Hall, LLC6,213$298K0.07%+4713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,205$298K<0.01%+1,83613F-HR/ATimelineGroup
Vermillion Wealth Management, Inc.6,110$293K0.12%+9813F-HRTimeline
Plancorp, LLC6,089$292K0.01%+8013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,996$288K0.02%+27113F-HRTimeline
JM2 Capital Inc.5,970$286K0.23%13F-HRTimeline
EP Wealth Advisors, LLC5,894$283K<0.01%13F-HRTimeline
Claris Financial LLC5,886$282K0.15%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC5,592$268K0.06%-2,12213F-HRTimeline
LAM GROUP, INC.5,575$267K0.15%-2,25013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,361$257K0.01%new13F-HRTimeline
Capstone Wealth Management, Inc.5,328$256K0.22%13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV5,301$254K0.05%-9813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,300$254K<0.01%13F-HR/ATimelineGroup
Mutual Advisors, LLC5,285$253K0.01%+1413F-HRTimeline
Security Financial Services, INC.5,222$250K0.04%+25813F-HRTimeline
KELLY FINANCIAL GROUP LLC5,120$246K0.06%-11813F-HRTimeline
Investmark Advisory Group LLC5,063$243K0.1%new13F-HRTimeline
Concorde Asset Management, LLC4,978$239K0.1%-68813F-HRTimeline
Arax Advisory Partners4,955$238K0.01%new13F-HRTimeline
Merit Financial Group, LLC4,891$235K<0.01%+32013F-HRTimeline
rebel Financial LLC4,869$233K0.1%+4,86913F-HRTimeline
ATLas Financial Planning LLC4,850$233K0.23%13F-HRTimeline
FinDec Wealth Services, Inc.4,836$232K0.25%-26713F-HRTimeline
Midwest Trust Co4,498$216K<0.01%+4713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,469$214K0.08%013F-HRTimelineGroup
Investment Advisory Group, LLC4,365$209K0.05%013F-HRTimeline
AdvisorNet Financial, Inc4,300$206K0.01%+1,51213F-HRTimeline
Patriot Financial Group Insurance Agenc…4,299$206K0.02%013F-HRTimeline
25 LLC4,287$206K0.07%new13F-HRTimeline
Millstone Evans Group, LLC3,890$187K0.11%-42413F-HRTimeline
PINNEY & SCOFIELD, INC.3,866$185K0.11%+14313F-HRTimeline
CENTRAL TRUST Co3,750$180K<0.01%013F-HRTimeline
NewEdge Advisors, LLC3,605$173K<0.01%+2513F-HRTimeline
ROGCO, LP3,468$166K0.06%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,360$161K0.13%13F-HRTimeline
Larson Financial Group LLC3,329$160K0.01%013F-HRTimeline
COMERICA BANK3,215$154K<0.01%+31413F-HRTimeline
Aptus Capital Advisors, LLC2,300$110K<0.01%+3413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,182$105K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,973$94.6K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,894$90.8K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,774$85.1K0.01%+813F-HRTimeline
Tradewinds Capital Management, LLC1,695$81.3K0.02%new13F-HRTimeline
Global Retirement Partners, LLC1,341$64.3K<0.01%-35013F-HRTimeline
Kilter Group LLC1,130$54.2K0.02%-713F-HRTimeline
VSM Wealth Advisory, LLC1,042$50K0.02%new13F-HRTimeline
Parallel Advisors, LLC860$41.2K<0.01%013F-HRTimeline
Rossby Financial, LCC817$39.2K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…750$36K<0.01%-12013F-HR/ATimelineGroup
Blue Trust, Inc.740$35.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC739$35.4K<0.01%+1213F-HRTimeline
Medallion Wealth Advisors, LLC706$33.9K0.01%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…690$33.1K<0.01%+513F-HR/ATimelineGroup
MilWealth Group LLC581$27.9K0.01%013F-HRTimeline
DecisionPoint Financial, LLC486$23.3K0.01%013F-HRTimeline
Wellington Grp LLC427$20.5K0.01%13F-HR/ATimeline
Orion Capital Management LLC415$19.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC315$15.1K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC315$15.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.316$15K<0.01%new13F-HRTimeline