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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
Focus Partners Wealthgroup of 2 filers holding7,580,052$364M+465,937Timeline
Savant Capital, LLCin group Savant Capital, LLC3,584,232$172M1.24%+615,91613F-HR/ATimelineGroup
Apella Capital, LLC3,396,458$163M4.41%+702,05713F-HRTimeline
OneDigital Investment Advisors LLC3,068,288$147M1.64%+150,40913F-HRTimeline
Beaird Harris Wealth Management, LLC2,581,436$124M9.59%-54,14413F-HRTimeline
Planning Center, Inc.2,325,952$112M12.35%+60,69913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,053,389$98.6M+496,062Timeline
DiNuzzo Private Wealth, Inc.1,898,104$91.1M10.82%-53,36313F-HRTimeline
HighTower Advisors, LLC1,702,184$81.7M0.1%-68,07313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,356,806$65.1M4.73%+38,28413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,279,350$61.4M0.15%+4,22913F-HRTimelineGroup
Great Waters Wealth Management1,242,440$59.6M7.76%+53,15413F-HRTimeline
Root Financial Partners, LLC1,192,294$57.2M5.53%+106,40113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,156,115$55.5M9.06%+7,77813F-HRTimeline
WPWealth LLP1,024,444$49.2M8.87%-44,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,019,698$49M0.06%+51,72313F-HRTimeline
Rather & Kittrell, Inc.959,885$46.1M9.13%+41,48713F-HRTimeline
Altiora Financial Group, LLC956,818$45.9M8.98%+29,40013F-HRTimeline
Diversified Portfolios, Inc.933,135$44.8M4.27%+107,56613F-HRTimeline
Ruedi Wealth Management, Inc.929,564$44.6M13.24%+37,59313F-HRTimeline
RAM Investment Partners, LLC891,335$42.8M8.98%+199,58313F-HRTimeline
CURIO WEALTH, LLC760,536$36.5M16%+760,14213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC701,192$33.7M0.31%+247,51713F-HRTimelineGroup
McIlrath & Eck, LLC651,308$31.3M3.57%+87,02313F-HRTimeline
Wealthquest Corp605,612$29.1M2.29%new13F-HRTimeline
Woodward Financial Advisors, Inc.585,610$28.1M11.58%+66,08213F-HRTimeline
Signature Resources Capital Management,…579,464$27.8M16.91%+246,56213F-HRTimeline
Vestmark Advisory Solutions, Inc.573,500$27.5M0.4%+300,52013F-HRTimeline
Hemington Wealth Management568,872$27.3M3.95%+10,93113F-HRTimeline
MASECO LLP564,786$27.1M1.03%13F-HRTimeline
Mattern Wealth Management LLC554,448$26.6M5.54%-25,02913F-HRTimeline
Sterling Wealth Advisors Inc518,413$24.8M17.58%-6,60113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…502,666$24.1M12.53%-5,52413F-HRTimeline
Grunden Financial Advisory, Inc.498,093$23.9M10.56%-63513F-HRTimeline
Valued Wealth Advisors LLC481,515$23.1M12.06%+51,27213F-HRTimeline
SAX WEALTH ADVISORS, LLC479,978$23M1.39%+86,45613F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC462,723$22.2M6.35%+15,10913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/427,062$20.5M<0.01%+12513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.425,410$20.4M1.12%-21,17313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding421,486$20.2M+256,725Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC413,466$19.8M2.27%+19,68813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.411,727$19.8M5.84%+20,29813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC379,075$18.2M3.29%+30,00213F-HRTimeline
Integrated Wealth Concepts LLC375,453$18M0.18%+57,55613F-HRTimeline
Allegiance Financial Group Advisory Ser…374,223$18M4.76%+22,53013F-HRTimeline
SJS Investment Consulting Inc.372,779$17.9M2.84%+11,66613F-HRTimeline
Verisail Partners, LLC369,278$17.7M7.53%+31113F-HRTimeline
David Wealth Management LLC360,829$17.3M12.9%+12,29313F-HRTimeline
Vestment Financial LLC354,695$17M10.79%+23,37213F-HRTimeline
SageOak Financial, LLC353,618$17M13.58%-24,34113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.346,699$16.6M0.03%-4,16513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC342,569$16.4M0.01%+225,00213F-HRTimelineGroup
Onyx Financial Advisors, LLC340,839$16.4M7.76%-7,91213F-HRTimeline
LPL Financial LLC314,963$15.1M0.01%+58,46113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA314,651$15.1M<0.01%-100,62713F-HR/ATimelineGroup
BCU Wealth Advisors, LLC307,781$14.8M6.64%+36,30213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …303,166$14.6M0.95%+7,27813F-HR/ATimeline
BCO Wealth Management LLC293,785$14.1M10.06%+17,53413F-HRTimeline
Waverly Advisors, LLC290,834$14M0.15%-13,25913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC285,866$13.7M4.98%-4,42213F-HRTimeline
Brady Martz Wealth Solutions, LLC285,564$13.7M2.65%+129,49413F-HRTimeline
SC&H Financial Advisors, Inc.280,649$13.5M2.3%+12,57813F-HRTimeline
Tillman Hartley LLC272,942$13.1M3.71%-3,38213F-HRTimeline
One Degree Advisors Inc271,412$13M4.64%+15,49113F-HRTimeline
Factor Wealth Management LTD268,192$12.9M3.52%+23,16713F-HRTimeline
Kondo Wealth Advisors, Inc.264,427$12.7M5.6%+14,18413F-HRTimeline
Oceanside Advisors LLC263,924$12.7M8.48%+7,46813F-HRTimeline
Pacific Asset Management, LLC259,549$12.5M10.02%+2,05413F-HRTimeline
Dynamic Advisor Solutions LLC248,180$11.9M0.37%+8,98413F-HRTimeline
Wheelhouse Advisory Group LLC245,823$11.8M5.82%+41,51713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC236,529$11.4M2.28%+14,25013F-HRTimeline
DRAVO BAY LLC218,777$10.7M5.17%+2,38613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV217,398$10.4M2.27%+84,22813F-HRTimeline
Pine Harbor Wealth Management, LLC216,923$10.4M3.66%+19,92013F-HRTimeline
Sterling Wealth Management, Inc.213,359$10.2M3.49%13F-HRTimeline
Betterment LLC212,187$10.2M0.02%-6,53213F-HRTimeline
Farther Finance Advisors, LLC212,183$10.2M0.2%+4,01113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC212,121$10.2M0.01%-153,77913F-HRTimeline
Gradient Capital Advisors, LLC204,171$9.8M2.9%-3,42613F-HRTimeline
Passive Capital Management, LLC.189,672$9.1M2.83%+19,31613F-HRTimeline
Allworth Financial LP189,225$9.08M0.04%-94,35413F-HRTimeline
Steward Partners Investment Advisory, L…188,990$9.07M0.07%+20,06213F-HRTimeline
Yardley Wealth Management LLC185,796$8.92M4.88%+64013F-HRTimeline
Bay Harbor Wealth Management, LLC179,989$8.64M2.51%+6,82113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…173,709$8.33M0.01%+7,00013F-HRTimeline
Shira Ridge Wealth Management167,760$8.05M3.68%-8,83313F-HRTimeline
Peirce Capital Management, LLC164,954$7.92M3.51%-7,71413F-HRTimeline
CPA Asset Management Group, LLC164,909$7.92M3.33%+6,16713F-HRTimeline
von Borstel & Associates, Inc.164,361$7.92M2.09%+2,96713F-HRTimeline
RCS Financial Planning, LLC162,919$7.82M3.89%-21,90813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC162,174$7.79M3.12%+9,20813F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC160,230$7.69M4.13%+128,36513F-HRTimeline
AWM CAPITAL, LLC157,584$7.57M0.8%+13,43913F-HRTimeline
Chicago Partners Investment Group LLC156,277$7.49M0.22%+7,65113F-HRTimeline
Pure Financial Advisors, LLC155,482$7.46M0.13%+10,22213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…155,266$7.45M0.34%+121,81213F-HRTimelineGroup
Parkshore Wealth Management, Inc.155,234$7.45M3.64%+48,75613F-HRTimeline
AssuredPartners Investment Advisors, LLC153,217$7.36M1.8%+8,40713F-HRTimeline
Disciplined Investments, LLC151,836$7.29M3.08%+41,50813F-HRTimeline
BURNEY CO/149,506$7.18M0.24%+38,36913F-HRTimeline
Cornerstone Management, Inc.148,489$7.13M1.24%+42,98213F-HRTimeline
Friday Financial146,213$7.02M3.57%+11,05213F-HRTimeline
Heritage Investment Group, Inc.143,670$6.9M1.19%+2,53313F-HRTimeline
City State Bank140,441$6.74M2.11%-3,20013F-HRTimeline
CFS Investment Advisory Services, LLC140,038$6.72M0.55%-1,48913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV139,889$6.72M0.02%-164,71913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP137,281$6.59M0.01%+3,10413F-HRTimelineGroup
Nova R Wealth, Inc.137,161$6.59M3.06%+5,46513F-HRTimeline
Vantage Point Financial LLC134,630$6.46M2.84%+7,06713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC134,581$6.46M4.42%-15,72613F-HRTimeline
Parker Financial LLC132,101$6.34M2.74%+11,61213F-HRTimeline
PBMares Wealth Management LLC131,198$6.3M1.15%+94,63613F-HRTimeline
Vermillion & White Wealth Management Gr…127,592$6.13M3.98%+18813F-HRTimeline
Blue Oak Capital, LLC127,165$6.11M3.21%+21,42613F-HRTimeline
New Dimensions Wealth Management, LLC123,815$5.97M5.45%+1,90113F-HRTimeline
Kooman & Associates118,755$5.7M1.93%-6,41313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding113,780$5.46M+37,591Timeline
Tortoise Investment Management, LLC110,298$5.3M0.51%-34,27613F-HRTimeline
Essential Planning, LLC.109,915$5.28M1.96%+14,79113F-HRTimeline
Lakeridge Wealth Management LLC108,856$5.23M2.4%-68013F-HRTimeline
Keystone Financial Group, Inc.107,297$5.15M3.28%+26,48513F-HRTimeline
Burk Holdings LLC105,407$5.06M3.17%+24,97113F-HRTimeline
Squire Investment Management Company, L…105,288$5.05M1.86%-1,79713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC105,237$5.05M0.13%+4,16213F-HRTimelineGroup
FMB WEALTH MANAGEMENT103,006$4.95M2.35%+4,98013F-HRTimeline
Private Advisor Group, LLC102,700$4.93M0.03%+10,92613F-HRTimeline
Arcadia Wealth Management, Inc.100,006$4.8M3.27%+11,49013F-HRTimeline
Orion Porfolio Solutions, LLC99,085$4.76M0.04%+17,60813F-HR/ATimeline
Binnacle Investments Inc99,067$4.76M3.09%+6,18813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…96,894$4.65M0.64%+47,27713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP96,715$4.64M0.01%-51,14413F-HR/ATimelineGroup
Aerodigm Wealth, LLC92,577$4.44M2.13%+17,32613F-HRTimeline
Beacon Pointe Advisors, LLC91,243$4.38M0.05%+14,96813F-HRTimeline
Cambridge Investment Research Advisors,…90,786$4.36M0.01%+10,15113F-HRTimeline
White Wing Wealth Management90,129$4.33M2.93%-5,13213F-HRTimeline
Mills Wealth Advisors LLC88,974$4.27M1.96%+48,55113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding86,741$4.18M+2,530Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding86,478$4.15M+78,917Timeline
Graves Light Lenhart Wealth, Inc.85,709$4.11M0.49%-29313F-HRTimeline
Babb Wealth Advisors LLC83,916$4.03M2.97%+1,23613F-HRTimeline
Parkworth Wealth Management, Inc.81,610$3.92M2.83%+1,54813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…79,588$3.82M0.08%+39,34813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,326$3.76M0.01%-62,55213F-HRTimelineGroup
SwitchPoint Financial Planning, LLC78,049$3.75M3.07%+1,84113F-HRTimeline
PrairieView Partners, LLC75,908$3.64M0.35%+5,83413F-HRTimeline
RFG Advisory, LLC75,782$3.64M0.09%-21,11213F-HRTimeline
Live Oak Private Wealth LLC74,162$3.56M0.53%+35,68213F-HRTimeline
Acorn Wealth Advisors, LLC72,832$3.5M1.3%-1,47013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.72,088$3.46M1.2%-2,99913F-HRTimeline
XY Planning Network, Inc.69,337$3.33M1.13%+17,75813F-HRTimeline
CogentBlue Wealth Advisors, LLC68,576$3.29M2.52%+27,61513F-HRTimeline
MML INVESTORS SERVICES, LLC67,230$3.23M0.01%+8,02413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC66,385$3.19M0.06%+6,70413F-HRTimelineGroup
Outbound Financial Inc66,031$3.17M2.9%13F-HRTimeline
Meredith Wealth Planning63,855$3.07M1.11%+3,14313F-HRTimeline
SageView Advisory Group, LLC62,960$3.02M0.11%+3213F-HRTimeline
Hippocratic Financial Advisors, LLC62,336$2.99M1.6%-462,92813F-HRTimeline
Foundation Wealth Management, LLC\PA58,203$2.79M1.21%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC58,109$2.79M<0.01%+22,66813F-HRTimelineGroup
Aspire Private Capital, LLC56,733$2.72M0.63%+4,13413F-HRTimeline
Five Oceans Advisors56,440$2.71M1.16%+3,79813F-HRTimeline
CLARIS ADVISORS, LLC / MO /56,252$2.7M0.94%+12,25613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC55,133$2.65M<0.01%+3,67113F-HRTimelineGroup
TCI Wealth Advisors, Inc.54,106$2.6M0.18%-2,32813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53,835$2.58M1.01%-713F-HRTimeline
Narus Financial Partners, LLC53,730$2.58M0.81%-2,37013F-HRTimeline
Cetera Investment Advisers52,429$2.52M<0.01%+67713F-HRTimeline
BOS Asset Management, LLC50,068$2.4M0.77%+4,71913F-HRTimeline
Arcadia Wealth Management, LLC49,318$2.37M1.03%+2,98713F-HRTimeline
Porter White Investment Advisors, Inc.49,004$2.35M1.1%+6,75713F-HRTimeline
Rockwood Wealth Management, LLC48,103$2.31M0.2%-1,61813F-HRTimeline
SpringVest Wealth Management LLC47,883$2.3M1.86%+16,36413F-HRTimeline
TCP Asset Management, LLC47,091$2.26M0.45%+5,27713F-HRTimeline
Strategic Investment Solutions, Inc. /IL46,787$2.24M0.68%-4,82913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,331$2.22M<0.01%new13F-HR/ATimelineGroup
Sowell Financial Services LLC46,308$2.22M0.09%+2,18813F-HRTimeline
Invst, LLC46,120$2.21M0.28%+7,24813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC44,625$2.14M0.96%+4,18713F-HRTimeline
Shore Point Advisors, LLC44,471$2.14M1.03%+2,39513F-HRTimeline
Pillar Financial Advisors, LLC43,087$2.07M1.43%-96813F-HRTimeline
IFP Advisors, Inc43,005$2.06M0.06%-223,73513F-HRTimeline
Hartmann Taylor Wealth Management, LLC42,265$2.03M1.69%-14,15013F-HRTimeline
Werba Rubin Papier Wealth Management41,160$1.98M0.37%+14,41213F-HRTimeline
Solutions 4 Wealth, Ltd41,123$1.97M3.29%-64513F-HRTimeline
Austin Private Wealth, LLC39,952$1.92M0.15%+33,70813F-HRTimeline
SUTTON PLACE INVESTORS LLC38,544$1.85M1.11%-1,62313F-HRTimeline
American Investment Services, Inc.37,340$1.79M0.46%-89013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.36,411$1.75M1.64%13F-HR/ATimeline
QUARRY HILL ADVISORS, LLC36,087$1.73M1.01%+5,20113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,989$1.73M<0.01%-13,86113F-HRTimelineGroup
Wealth Advisors Northwest LLC35,904$1.72M0.91%+26,58413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,769$1.72M0.01%+2,10213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,342$1.7M0.04%+1,52813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,168$1.69M<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC34,558$1.66M0.01%+16,72613F-HRTimeline
Barry Investment Advisors, LLC33,931$1.63M0.41%+6,46813F-HRTimeline
Safeguard Investment Advisory Group, LLC33,431$1.61M0.4%-2113F-HRTimeline
Aegis Wealth Management LLC33,458$1.59M0.95%013F-HRTimeline
Modera Wealth Management, LLC32,946$1.58M0.02%+44513F-HRTimeline
WorthPointe, LLC32,471$1.56M0.66%+8,11613F-HRTimeline