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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
Focus Partners Wealthgroup of 2 filers holding6,318,199$296M+1,604,091Timeline
Essential Planning, LLC.4,168,547$197M1.28%+4,101,53613F-HRTimeline
OneDigital Investment Advisors LLC2,712,839$127M1.47%+321,54913F-HRTimeline
Beaird Harris Wealth Management, LLC2,590,708$121M10.49%+101,61613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,308,782$108M0.85%+651,49213F-HRTimelineGroup
Planning Center, Inc.2,047,397$96M12.18%+35,05313F-HRTimeline
DiNuzzo Private Wealth, Inc.1,949,760$91.4M11.57%-48,96913F-HRTimeline
HighTower Advisors, LLC1,698,370$79.6M0.11%+61,83513F-HRTimeline
Apella Capital, LLC1,671,180$78.3M3.01%+609,03613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,483,186$69.5M+79,462Timeline
ASSETMARK, INCin group ASSETMARK, INC1,315,142$61.7M0.17%-17,23713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,229,932$57.7M4.53%+369,84713F-HRTimeline
Great Waters Wealth Management1,223,345$57.4M7.36%+132,72413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,140,839$53.5M8.98%+34,59213F-HRTimeline
WPWealth LLP1,049,444$49.2M10.05%+62,69213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC938,226$44M0.06%+33,22013F-HRTimeline
Ruedi Wealth Management, Inc.880,955$41.3M13.04%+283,90513F-HRTimeline
Rather & Kittrell, Inc.857,012$40.2M9.44%+126,36213F-HRTimeline
Root Financial Partners, LLC809,302$37.9M4.7%+243,45713F-HRTimeline
Altiora Financial Group, LLC779,421$36.5M7.95%+45,71513F-HRTimeline
Elser Financial Planning, Inc709,717$33.3M2.43%new13F-HRTimeline
RAM Investment Partners, LLC644,994$30.2M7.43%+60,40513F-HRTimeline
Diversified Portfolios, Inc.563,958$26.4M2.88%+142,76113F-HRTimeline
Mattern Wealth Management LLC556,565$26.1M5.76%+7,88813F-HRTimeline
CURIO WEALTH, LLC548,616$25.7M13.83%13F-HRTimeline
Sterling Wealth Advisors Inc508,557$23.8M18.7%13F-HRTimeline
Hippocratic Financial Advisors, LLC487,246$22.8M15.88%13F-HRTimeline
Grunden Financial Advisory, Inc.485,441$22.8M10.99%+28,07313F-HRTimeline
RFG Advisory, LLC477,757$22.4M0.63%+26,63813F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…469,764$22M12.98%+46,96413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC447,614$20.9M6.99%+82,20613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC439,220$20.6M0.21%+9,52213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC428,894$20.1M1.57%-118,78013F-HRTimeline
Valued Wealth Advisors LLC412,283$19.3M12.11%+53,18513F-HRTimeline
McIlrath & Eck, LLC410,508$19.2M2.45%+174,73913F-HRTimeline
Woodward Financial Advisors, Inc.402,913$18.9M9.35%+102,85913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/399,520$18.7M<0.01%+78,02113F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC381,296$17.9M2.26%+58,77113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.378,622$17.7M5.72%+22,99213F-HRTimeline
Verisail Partners, LLC361,752$17M7.94%13F-HRTimeline
David Wealth Management LLC352,505$16.5M13.65%13F-HRTimeline
SJS Investment Consulting Inc.350,883$16.4M2.84%+22,52213F-HRTimeline
Onyx Financial Advisors, LLC328,160$15.4M8.44%+7,36413F-HRTimeline
Allegiance Financial Group Advisory Ser…312,814$14.7M4.75%+33,83713F-HRTimeline
Vestment Financial LLC312,418$14.6M11.19%13F-HRTimeline
Signature Resources Capital Management,…309,254$14.5M12.94%+34,29113F-HRTimeline
Waverly Advisors, LLC306,895$14.4M0.22%-14,32513F-HRTimeline
IFP Advisors, Inc298,482$14M0.46%+137,67213F-HRTimeline
SageOak Financial, LLC296,521$13.9M12.7%13F-HRTimeline
Integrated Wealth Concepts LLC292,370$13.7M0.16%+67,79813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC292,358$13.7M5.27%+18,67213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC284,233$13.3M2.82%+135,36713F-HRTimeline
Wolfstich Capital, LLC280,676$13.2M11.67%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …274,337$12.9M1.04%+57,02213F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC269,672$12.6M0.02%-123,53113F-HRTimeline
Vestmark Advisory Solutions, Inc.264,448$12.4M0.43%+2013F-HRTimeline
Allworth Financial LP263,224$12.4M0.07%+139,86313F-HRTimeline
BCU Wealth Advisors, LLC259,994$12.2M6.96%+42,31113F-HRTimeline
BCO Wealth Management LLC254,641$11.9M9.93%13F-HRTimeline
SC&H Financial Advisors, Inc.254,633$11.9M2.47%+71,12713F-HRTimeline
One Degree Advisors Inc252,180$11.9M4.84%+7,86813F-HRTimeline
Hemington Wealth Management240,739$11.3M2.84%+41,19013F-HRTimeline
Oceanside Advisors LLC237,955$11.2M8.32%+7,02813F-HRTimeline
Dynamic Advisor Solutions LLC236,004$11.1M0.48%+5,08113F-HRTimeline
LPL Financial LLC233,287$10.9M<0.01%+14,78813F-HRTimeline
Kondo Wealth Advisors, Inc.231,596$10.9M5.51%13F-HRTimeline
DRAVO BAY LLC225,833$10.6M5.13%+11,84613F-HRTimeline
Pacific Asset Management, LLC225,321$10.6M9.93%13F-HRTimeline
Factor Wealth Management LTD220,193$10.3M3.43%13F-HRTimeline
Betterment LLC211,839$9.93M0.02%+7,69313F-HRTimeline
Tillman Hartley LLC209,028$9.8M2.82%+52,67813F-HRTimeline
Yardley Wealth Management LLC205,904$9.68M4.7%+30,65013F-HRTimeline
Pine Harbor Wealth Management, LLC192,089$9.01M3.63%+79,39513F-HRTimeline
Gradient Capital Advisors, LLC187,466$8.79M2.83%+30,71813F-HRTimeline
Peirce Capital Management, LLC185,735$8.71M4.47%+6,88213F-HRTimeline
RCS Financial Planning, LLC182,168$8.54M4.54%-79,25913F-HRTimeline
Shira Ridge Wealth Management180,705$8.47M4.14%+64,45413F-HRTimeline
FinDec Wealth Services, Inc.173,020$8.11M5.63%-12,79413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC171,892$8.06M6.71%-45,20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV170,227$7.98M0.02%+144,32713F-HRTimeline
Bay Harbor Wealth Management, LLC170,109$7.97M2.59%+19,89213F-HRTimeline
Steward Partners Investment Advisory, L…169,768$7.96M0.07%+32,13813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC168,454$7.9M1.68%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,540$7.81M0.01%+6,56413F-HR/ATimeline
CFS Investment Advisory Services, LLC158,746$7.44M0.67%+2,48213F-HRTimeline
CPA Asset Management Group, LLC154,573$7.25M3.37%+22,85813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners153,715$7.21M1.18%-1,99213F-HRTimelineGroup
Sterling Wealth Management, Inc.151,785$7.12M2.63%+20,20913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,758$6.93M<0.01%+42,93413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP147,030$6.89M0.01%+2,25313F-HRTimelineGroup
Tortoise Investment Management, LLC144,952$6.8M0.72%-47,16713F-HR/ATimeline
Pure Financial Advisors, LLC144,428$6.77M0.15%-29513F-HRTimeline
AWM CAPITAL, LLC144,292$6.76M0.83%+29,20913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC141,404$6.63M3.15%+24,17913F-HRTimeline
Heritage Investment Group, Inc.141,095$6.61M1.23%+9,73913F-HRTimeline
Chicago Partners Investment Group LLC135,612$6.36M0.21%+7,93113F-HRTimeline
AssuredPartners Investment Advisors, LLC134,557$6.31M1.23%13F-HRTimeline
White Wing Wealth Management133,876$6.28M4.67%+11,04813F-HRTimeline
Kooman & Associates130,582$6.12M2.22%+3,60313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,699$5.99M0.01%new13F-HRTimelineGroup
BURNEY CO/125,800$5.9M0.21%-24,34413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,285$5.83M0.01%+9,65813F-HRTimelineGroup
von Borstel & Associates, Inc.123,997$5.81M2.28%+43,40413F-HRTimeline
Vantage Point Financial LLC117,324$5.5M2.96%13F-HRTimeline
Friday Financial114,258$5.36M3.69%13F-HRTimeline
Passive Capital Management, LLC.113,449$5.32M1.87%+30,18413F-HRTimeline
Wheelhouse Advisory Group LLC112,318$5.27M3.13%+65,24313F-HRTimeline
City State Bank109,964$5.16M1.82%+62,34813F-HRTimeline
Parker Financial LLC110,247$5.1M2.5%+26,25913F-HRTimeline
Lakeridge Wealth Management LLC105,942$4.97M2.57%+37,32113F-HRTimeline
Cornerstone Management, Inc.105,507$4.95M0.96%new13F-HRTimeline
Disciplined Investments, LLC105,203$4.93M2.43%+12,59113F-HRTimeline
Beta Wealth Group, Inc.99,549$4.67M2.06%+8,18613F-HRTimeline
Farther Finance Advisors, LLC99,521$4.67M0.17%+42,27513F-HRTimeline
Squire Investment Management Company, L…96,447$4.52M1.99%+21,44113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …89,010$4.16M0.32%-2,31413F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC88,288$4.13M1%13F-HRTimeline
Babb Wealth Advisors LLC85,430$4M3.23%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC84,715$3.97M0.12%+16,16213F-HRTimelineGroup
Private Advisor Group, LLC83,926$3.93M0.02%+1,54613F-HRTimeline
Graves Light Lenhart Wealth, Inc.83,706$3.92M0.49%+3,75613F-HRTimeline
Parkshore Wealth Management, Inc.77,217$3.62M2.18%13F-HRTimeline
SwitchPoint Financial Planning, LLC76,825$3.6M3.45%13F-HRTimeline
Parkworth Wealth Management, Inc.75,929$3.56M2.96%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.73,364$3.44M1.4%+2,13313F-HRTimeline
FMB WEALTH MANAGEMENT72,558$3.4M1.92%+24,22713F-HRTimeline
Rockwood Wealth Management, LLC72,035$3.38M0.36%-340,61813F-HRTimeline
Cambridge Investment Research Advisors,…71,564$3.35M0.01%+7,27213F-HRTimeline
Blue Oak Capital, LLC70,118$3.29M2%13F-HRTimeline
Orion Porfolio Solutions, LLC69,714$3.27M0.03%+18,85013F-HRTimeline
Orion Portfolio Solutions, LLC69,714$3.27M0.03%+18,85013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV69,375$3.25M0.96%+38,98113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,665$3.22M0.01%+1,86513F-HR/ATimelineGroup
Foundation Wealth Management, LLC\PA68,631$3.22M1.56%13F-HRTimeline
Keystone Financial Group, Inc.67,977$3.19M2.58%13F-HRTimeline
Aerodigm Wealth, LLC66,774$3.13M1.87%+19,85413F-HRTimeline
Arcadia Wealth Management, Inc.66,690$3.13M2.66%13F-HRTimeline
Burk Holdings LLC63,418$2.97M2.4%13F-HRTimeline
SageView Advisory Group, LLC62,843$2.95M0.13%+1,21313F-HRTimeline
Beacon Pointe Advisors, LLC62,540$2.93M0.03%+6,22013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC61,465$2.88M0.07%-3,20513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC59,488$2.79M0.01%+7,17113F-HRTimeline
Vermillion & White Wealth Management Gr…58,814$2.76M2.03%+3,54313F-HRTimeline
Acorn Wealth Advisors, LLC56,462$2.65M1.09%-5,15713F-HRTimeline
Five Oceans Advisors56,168$2.63M1.21%+28,87413F-HRTimeline
Pillar Financial Advisors, LLC55,894$2.62M2.01%13F-HRTimeline
Meredith Wealth Planning55,785$2.62M1.17%+7,52313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53,842$2.52M1.17%-2113F-HRTimeline
Archer Investment Management, LLC52,715$2.47M1.52%13F-HRTimeline
TCI Wealth Advisors, Inc.50,795$2.38M0.2%+43,03113F-HRTimeline
Narus Financial Partners, LLC49,547$2.32M0.79%+14,14113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding47,338$2.22M+2,481Timeline
Strategic Investment Solutions, Inc. /IL45,930$2.2M0.74%+5,74213F-HRTimeline
Aspire Private Capital, LLC46,200$2.17M0.54%+3,06513F-HRTimeline
Solutions 4 Wealth, Ltd46,086$2.16M3.91%-3,25013F-HRTimeline
Arcadia Wealth Management, LLC45,893$2.15M1.09%+2,10713F-HRTimeline
Sowell Financial Services LLC43,868$2.06M0.11%-2,44513F-HRTimeline
Hutchens & Kramer Investment Management…43,415$2.04M1.1%-2,88813F-HRTimeline
XY Planning Network, Inc.41,079$1.93M1.45%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,786$1.91M<0.01%+12,38913F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /40,633$1.9M0.72%+4,36113F-HRTimeline
SUTTON PLACE INVESTORS LLC39,758$1.86M1.08%-36813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,554$1.85M0.04%+7,40413F-HRTimelineGroup
Kaufman Rossin Wealth, LLC39,510$1.85M1.91%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP38,093$1.79M0.03%new13F-HR/ATimelineGroup
TCP Asset Management, LLC37,940$1.78M0.39%+5,07013F-HRTimeline
CogentBlue Wealth Advisors, LLC37,684$1.77M1.56%13F-HRTimeline
Cetera Investment Advisers37,265$1.75M<0.01%+8,05413F-HRTimeline
Shore Point Advisors, LLC37,045$1.74M0.93%+3,16613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…36,738$1.72M0.26%+12,27413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,120$1.69M<0.01%+21,96613F-HRTimelineGroup
American Investment Services, Inc.36,114$1.69M0.3%+14,34913F-HR/ATimeline
BOS Asset Management, LLC35,170$1.65M0.59%+4,03913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC34,997$1.64M0.84%new13F-HRTimeline
PFG Advisors34,774$1.63M0.1%-15613F-HRTimeline
DecisionMap Wealth Management, LLC34,520$1.62M1.28%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,614$1.58M0.04%+26,61413F-HRTimelineGroup
Aegis Wealth Management LLC33,208$1.56M1.05%13F-HRTimeline
Samalin Investment Counsel, LLC32,518$1.52M0.65%+49613F-HRTimeline
Safeguard Investment Advisory Group, LLC31,368$1.47M0.4%+3,37613F-HRTimeline
PBMares Wealth Management LLC31,027$1.45M0.3%+4,90513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,587$1.43M0.01%+23213F-HRTimelineGroup
Index Fund Advisors, Inc.30,580$1.43M0.08%+6,36713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC29,850$1.4M0.9%+23,29713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.29,555$1.39M0.59%+89613F-HRTimeline
Applied Capital LLC28,842$1.35M0.69%-2,51013F-HRTimeline
Modera Wealth Management, LLC28,717$1.35M0.02%+18,63113F-HRTimeline
Nautilus Advisors LLC28,389$1.33M1.06%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,656$1.3M0.07%+82513F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC26,434$1.24M0.83%+1,83013F-HRTimeline
Rehmann Capital Advisory Group25,555$1.2M0.08%+11,43813F-HRTimeline
SpringVest Wealth Management LLC25,265$1.18M1.01%13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.24,799$1.16M0.07%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC24,492$1.15M0.57%+2,91213F-HRTimeline
Simplicity Wealth,LLC24,263$1.14M0.24%-72213F-HRTimeline
Porter White Investment Advisors, Inc.24,016$1.13M0.57%+7,85513F-HRTimeline
BetterWealth, LLC23,739$1.11M0.31%+4,82713F-HRTimeline
Invst, LLC23,593$1.11M0.13%+3,83313F-HRTimeline
Barry Investment Advisors, LLC22,999$1.08M0.35%+3,02813F-HRTimeline
Nova R Wealth, Inc.21,407$1M0.51%new13F-HRTimeline