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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
Focus Partners Wealthgroup of 2 filers holding7,114,115$338M+795,916Timeline
Savant Capital, LLCin group Savant Capital, LLC2,968,316$141M1.19%+659,53413F-HR/ATimelineGroup
OneDigital Investment Advisors LLC2,917,879$139M1.64%+205,04013F-HRTimeline
Apella Capital, LLC2,694,401$128M4.39%+1,023,22113F-HRTimeline
Beaird Harris Wealth Management, LLC2,635,580$125M10.65%+44,87213F-HRTimeline
Planning Center, Inc.2,265,253$108M12.74%+217,85613F-HRTimeline
DiNuzzo Private Wealth, Inc.1,951,467$92.7M11.67%+1,70713F-HRTimeline
HighTower Advisors, LLC1,770,257$84.1M0.11%+71,88713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,557,327$74M+74,141Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,318,522$62.7M4.84%+88,59013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,275,121$60.6M0.17%-40,02113F-HRTimelineGroup
Great Waters Wealth Management1,189,286$56.5M7.84%-34,05913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,148,337$54.6M9.27%+7,49813F-HRTimeline
Root Financial Partners, LLC1,085,893$51.6M5.5%+276,59113F-HRTimeline
WPWealth LLP1,069,282$50.8M10.03%+19,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC967,975$46M0.07%+29,74913F-HRTimeline
Altiora Financial Group, LLC927,418$44.1M9.37%+147,99713F-HRTimeline
Rather & Kittrell, Inc.918,398$43.6M9.47%+61,38613F-HRTimeline
Ruedi Wealth Management, Inc.891,971$42.4M13.26%+11,01613F-HRTimeline
Diversified Portfolios, Inc.825,569$39.2M4.13%+261,61113F-HRTimeline
RAM Investment Partners, LLC691,752$32.9M8.12%+46,75813F-HRTimeline
Mattern Wealth Management LLC579,477$27.5M6.09%+22,91213F-HRTimeline
McIlrath & Eck, LLC564,285$26.8M3.29%+153,77713F-HRTimeline
Hemington Wealth Management557,941$26.5M4.11%+317,20213F-HRTimeline
Hippocratic Financial Advisors, LLC525,264$25M14.86%+38,01813F-HRTimeline
Sterling Wealth Advisors Inc525,014$24.9M19.23%+16,45713F-HRTimeline
Woodward Financial Advisors, Inc.519,528$24.7M11.7%+116,61513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…508,190$24.1M13.73%+38,42613F-HRTimeline
Grunden Financial Advisory, Inc.498,728$23.7M11.51%+13,28713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC453,675$21.6M0.27%+14,45513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.446,583$21.2M0.84%new13F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC447,614$20.9M6.99%013F-HRTimeline
Valued Wealth Advisors LLC430,243$20.4M12.27%+17,96013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/426,937$20.3M<0.01%+27,41713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA415,278$19.7M<0.01%+267,52013F-HR/ATimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC393,778$18.7M2.48%+12,48213F-HRTimeline
SAX WEALTH ADVISORS, LLC393,522$18.7M1.34%-35,37213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.391,429$18.6M5.97%+12,80713F-HRTimeline
SageOak Financial, LLC377,959$18M15.92%+81,43813F-HRTimeline
Verisail Partners, LLC368,967$17.5M8.08%+7,21513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC365,900$17.4M0.03%+96,22813F-HRTimeline
SJS Investment Consulting Inc.361,113$17.2M2.93%+10,23013F-HRTimeline
Allegiance Financial Group Advisory Ser…351,693$16.7M5.08%+38,87913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350,864$16.7M0.04%+282,19913F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC349,073$16.6M3.3%+64,84013F-HRTimeline
Onyx Financial Advisors, LLC348,751$16.6M8.77%+20,59113F-HRTimeline
David Wealth Management LLC348,536$16.6M13.86%-3,96913F-HRTimeline
Signature Resources Capital Management,…332,902$15.8M13.61%+23,64813F-HRTimeline
Vestment Financial LLC331,323$15.8M11.31%+18,90513F-HRTimeline
Integrated Wealth Concepts LLC317,897$15.1M0.18%+25,52713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV304,608$14.5M0.03%+134,38113F-HRTimeline
Waverly Advisors, LLC304,093$14.5M0.18%-2,80213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …295,888$14.1M1.11%+21,55113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC290,288$13.8M5.37%-2,07013F-HRTimeline
Allworth Financial LP283,579$13.5M0.08%+20,35513F-HRTimeline
Wolfstich Capital, LLC280,676$13.3M12.06%013F-HR/ATimeline
Tillman Hartley LLC276,324$13.1M3.82%+67,29613F-HRTimeline
BCO Wealth Management LLC276,251$13.1M10.29%+21,61013F-HRTimeline
Vestmark Advisory Solutions, Inc.272,980$13M0.33%+8,53213F-HRTimeline
BCU Wealth Advisors, LLC271,479$12.9M6.71%+11,48513F-HRTimeline
SC&H Financial Advisors, Inc.268,071$12.7M2.51%+13,43813F-HRTimeline
IFP Advisors, Inc266,740$12.7M0.39%-31,74213F-HRTimeline
Pacific Asset Management, LLC257,495$12.2M10.96%+32,17413F-HRTimeline
LPL Financial LLC256,502$12.2M<0.01%+23,21513F-HRTimeline
Oceanside Advisors LLC256,456$12.2M8.82%+18,50113F-HRTimeline
One Degree Advisors Inc255,921$12.2M5.01%+3,74113F-HRTimeline
Kondo Wealth Advisors, Inc.250,243$11.9M5.86%+18,64713F-HRTimeline
Factor Wealth Management LTD245,025$11.6M3.58%+24,83213F-HRTimeline
Dynamic Advisor Solutions LLC239,196$11.4M0.37%+3,19213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC222,279$10.6M2.18%+53,82513F-HRTimeline
Betterment LLC218,719$10.4M0.02%+6,88013F-HRTimeline
DRAVO BAY LLC216,391$10.3M5.45%-9,44213F-HRTimeline
Farther Finance Advisors, LLC208,172$9.9M0.25%+108,65113F-HRTimeline
Gradient Capital Advisors, LLC207,597$9.87M3.22%+20,13113F-HRTimeline
Wheelhouse Advisory Group LLC204,306$9.71M5.54%+91,98813F-HRTimeline
Pine Harbor Wealth Management, LLC197,003$9.36M3.75%+4,91413F-HRTimeline
Yardley Wealth Management LLC185,156$8.8M5.18%-20,74813F-HRTimeline
RCS Financial Planning, LLC184,827$8.78M4.64%+2,65913F-HRTimeline
Shira Ridge Wealth Management176,593$8.39M4.18%-4,11213F-HRTimeline
Bay Harbor Wealth Management, LLC173,168$8.23M2.6%+3,05913F-HRTimeline
Peirce Capital Management, LLC172,668$8.21M4.06%-13,06713F-HRTimeline
Passive Capital Management, LLC.170,356$8.1M2.56%+56,90713F-HRTimeline
Steward Partners Investment Advisory, L…168,928$8.03M0.07%-84013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…166,709$7.92M0.02%+16913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners164,761$7.83M1.29%+11,04613F-HRTimelineGroup
von Borstel & Associates, Inc.161,394$7.67M2.29%+37,39713F-HRTimeline
CPA Asset Management Group, LLC158,742$7.54M3.32%+4,16913F-HRTimeline
Brady Martz Wealth Solutions, LLC156,070$7.42M1.68%+67,78213F-HRTimeline
FAMILY WEALTH PARTNERS, LLC152,966$7.27M3.32%+11,56213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC150,307$7.14M5.34%-21,58513F-HRTimeline
Chicago Partners Investment Group LLC148,626$7.08M0.24%+13,01413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP147,859$7.03M0.01%+82913F-HRTimelineGroup
Pure Financial Advisors, LLC145,260$6.9M0.14%+83213F-HRTimeline
AssuredPartners Investment Advisors, LLC144,810$6.88M1.33%+10,25313F-HRTimeline
Tortoise Investment Management, LLC144,574$6.87M0.72%-37813F-HR/ATimeline
AWM CAPITAL, LLC144,145$6.85M0.8%-14713F-HRTimeline
City State Bank143,641$6.83M2.25%+33,67713F-HRTimeline
CFS Investment Advisory Services, LLC141,527$6.72M0.6%-17,21913F-HRTimeline
Heritage Investment Group, Inc.141,137$6.71M1.26%+4213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC140,878$6.69M0.01%+104,75813F-HR/ATimelineGroup
Friday Financial135,161$6.43M3.85%+20,90313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,177$6.38M0.01%+9,89213F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV133,170$6.33M1.7%+63,79513F-HRTimeline
Nova R Wealth, Inc.131,696$6.26M3.1%+110,28913F-HRTimeline
Vantage Point Financial LLC127,563$6.06M3.05%+10,23913F-HRTimeline
Vermillion & White Wealth Management Gr…127,404$6.05M4.38%+68,59013F-HRTimeline
Kooman & Associates125,168$5.95M2.18%-5,41413F-HRTimeline
New Dimensions Wealth Management, LLC121,914$5.79M5.79%13F-HRTimeline
Parker Financial LLC120,489$5.73M2.75%+10,24213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC117,567$5.59M0.01%-10,13213F-HRTimelineGroup
Simplicity Wealth,LLC116,297$5.53M0.43%+92,03413F-HRTimeline
BURNEY CO/111,137$5.28M0.19%-14,66313F-HRTimeline
Disciplined Investments, LLC110,328$5.24M2.41%+5,12513F-HRTimeline
Lakeridge Wealth Management LLC109,536$5.21M2.6%+3,59413F-HRTimeline
Squire Investment Management Company, L…107,085$5.09M2.12%+10,63813F-HRTimeline
Parkshore Wealth Management, Inc.106,478$5.06M2.94%+29,26113F-HRTimeline
Blue Oak Capital, LLC105,739$5.02M2.77%+35,62113F-HRTimeline
Cornerstone Management, Inc.105,507$5.01M0.94%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC101,075$4.8M0.14%+16,36013F-HRTimelineGroup
FMB WEALTH MANAGEMENT98,026$4.66M2.58%+25,46813F-HRTimeline
RFG Advisory, LLC96,894$4.6M0.12%-380,86313F-HRTimeline
White Wing Wealth Management95,261$4.53M3.53%-38,61513F-HRTimeline
Essential Planning, LLC.95,124$4.52M1.82%-4,073,42313F-HRTimeline
Binnacle Investments Inc92,879$4.41M3.22%13F-HRTimeline
Private Advisor Group, LLC91,774$4.36M0.03%+7,84813F-HRTimeline
Arcadia Wealth Management, Inc.88,516$4.21M3.28%+21,82613F-HRTimeline
Beta Wealth Group, Inc.87,320$4.15M1.49%-12,22913F-HRTimeline
Graves Light Lenhart Wealth, Inc.86,002$4.09M0.5%+2,29613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …84,211$4.02M0.3%-4,79913F-HRTimelineGroup
Babb Wealth Advisors LLC82,680$3.93M3.15%-2,75013F-HRTimeline
Orion Porfolio Solutions, LLC81,477$3.87M0.04%+11,76313F-HRTimeline
Orion Portfolio Solutions, LLC81,477$3.87M0.04%+11,76313F-HR/ATimeline
Keystone Financial Group, Inc.80,812$3.85M2.71%+12,83513F-HRTimeline
Cambridge Investment Research Advisors,…80,635$3.83M0.01%+9,07113F-HRTimeline
Burk Holdings LLC80,436$3.82M2.89%+17,01813F-HRTimeline
Parkworth Wealth Management, Inc.80,062$3.8M3.04%+4,13313F-HRTimeline
Beacon Pointe Advisors, LLC76,275$3.62M0.04%+13,73513F-HRTimeline
SwitchPoint Financial Planning, LLC76,208$3.62M3.44%-61713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding76,189$3.62M+28,851Timeline
Aerodigm Wealth, LLC75,251$3.58M1.99%+8,47713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.75,087$3.54M1.45%+1,72313F-HRTimeline
Acorn Wealth Advisors, LLC74,302$3.53M1.47%+17,84013F-HRTimeline
PrairieView Partners, LLC70,074$3.33M0.35%+49,32713F-HRTimeline
SageView Advisory Group, LLC62,928$2.99M0.13%+8513F-HRTimeline
Meredith Wealth Planning60,712$2.89M1.27%+4,92713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC59,681$2.84M0.06%-1,78413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC59,206$2.81M0.01%-28213F-HRTimeline
Foundation Wealth Management, LLC\PA58,203$2.77M1.32%-10,42813F-HRTimeline
TCI Wealth Advisors, Inc.56,434$2.68M0.21%+5,63913F-HRTimeline
Hartmann Taylor Wealth Management, LLC56,415$2.68M2.4%13F-HRTimeline
Narus Financial Partners, LLC56,100$2.67M0.91%+6,55313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53,842$2.56M1.13%013F-HRTimeline
Five Oceans Advisors52,642$2.5M1.2%-3,52613F-HRTimeline
Aspire Private Capital, LLC52,599$2.5M0.62%+6,39913F-HRTimeline
Cetera Investment Advisers51,752$2.46M<0.01%+14,48713F-HRTimeline
Strategic Investment Solutions, Inc. /IL51,616$2.45M0.71%+5,68613F-HRTimeline
XY Planning Network, Inc.51,579$2.45M1.63%+10,50013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC51,462$2.45M<0.01%+10,67613F-HRTimelineGroup
Archer Investment Management, LLC50,789$2.41M1.67%-1,92613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,850$2.37M<0.01%+31,95213F-HRTimelineGroup
Rockwood Wealth Management, LLC49,721$2.36M0.24%-22,31413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…49,617$2.36M0.36%+12,87913F-HRTimeline
Arcadia Wealth Management, LLC46,331$2.2M1.09%+43813F-HRTimeline
BOS Asset Management, LLC45,349$2.15M0.74%+10,17913F-HRTimeline
Sowell Financial Services LLC44,120$2.1M0.1%+25213F-HRTimeline
Pillar Financial Advisors, LLC44,055$2.09M1.56%-11,83913F-HRTimeline
CLARIS ADVISORS, LLC / MO /43,996$2.09M0.78%+3,36313F-HRTimeline
Porter White Investment Advisors, Inc.42,247$2.01M0.99%+18,23113F-HRTimeline
Shore Point Advisors, LLC42,076$2M1.06%+5,03113F-HRTimeline
TCP Asset Management, LLC41,814$1.99M0.44%+3,87413F-HRTimeline
Solutions 4 Wealth, Ltd41,768$1.98M3.5%-4,31813F-HRTimeline
Hutchens & Kramer Investment Management…41,689$1.98M1.09%-1,72613F-HRTimeline
CogentBlue Wealth Advisors, LLC40,961$1.95M1.71%+3,27713F-HRTimeline
Tassel Capital Management, Inc.40,561$1.93M1.69%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC40,438$1.92M0.98%+5,44113F-HRTimeline
Mills Wealth Advisors LLC40,423$1.92M1.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,240$1.91M0.04%+68613F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC40,167$1.91M1.28%+40913F-HRTimeline
Invst, LLC38,872$1.85M0.25%+15,27913F-HRTimeline
Live Oak Private Wealth LLC38,480$1.83M0.3%+31,02613F-HRTimeline
American Investment Services, Inc.38,230$1.82M0.32%+2,11613F-HRTimeline
PBMares Wealth Management LLC36,562$1.74M0.35%+5,53513F-HRTimeline
Aspen Capital Management, LLC36,550$1.74M0.56%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35,441$1.68M<0.01%+22,87913F-HRTimelineGroup
PFG Advisors34,086$1.62M0.09%-68813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,814$1.61M0.04%+20013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,667$1.6M0.01%+3,08013F-HRTimelineGroup
Aegis Wealth Management LLC33,458$1.59M0.93%+25013F-HRTimeline
Safeguard Investment Advisory Group, LLC33,452$1.59M0.43%+2,08413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,454$1.59M0.09%+5,79813F-HRTimelineGroup
Kaufman Rossin Wealth, LLC33,380$1.59M1.13%-6,13013F-HRTimeline
Samalin Investment Counsel, LLC32,823$1.56M0.63%+30513F-HRTimeline
Modera Wealth Management, LLC32,501$1.54M0.02%+3,78413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC31,865$1.51M0.96%+2,01513F-HRTimeline
SpringVest Wealth Management LLC31,519$1.5M1.24%+6,25413F-HRTimeline
DecisionMap Wealth Management, LLC31,428$1.49M1.14%-3,09213F-HRTimeline
TOWNSQUARE CAPITAL LLC30,913$1.47M0.02%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC30,886$1.47M0.95%+4,45213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.30,430$1.45M0.61%+87513F-HRTimeline
FLOW TRADERS U.S. LLC29,514$1.4M0.06%new13F-HRTimeline