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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
Focus Partners Wealthgroup of 2 filers holding9,747,873$470M+2,167,821Timeline
Savant Capital, LLCin group Savant Capital, LLC4,069,810$196M1.19%+485,57813F-HR/ATimelineGroup
Apella Capital, LLC4,002,899$194M4.32%+606,44113F-HRTimeline
OneDigital Investment Advisors LLC3,235,923$156M1.6%+167,63513F-HRTimeline
Beaird Harris Wealth Management, LLC2,956,759$142M10.1%+375,32313F-HRTimeline
Planning Center, Inc.2,423,538$117M12.26%+97,58613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,156,344$104M+102,955Timeline
DiNuzzo Private Wealth, Inc.1,948,094$93.9M10.64%+49,99013F-HRTimeline
Root Financial Partners, LLC1,857,715$89.5M5.52%+665,42113F-HRTimeline
HighTower Advisors, LLC1,783,824$86M0.1%+81,64013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,528,742$73.7M4.86%+171,93613F-HRTimeline
Great Waters Wealth Management1,411,705$68M8.04%+169,26513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,246,037$60M0.13%-33,31313F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,182,022$57M9.05%+25,90713F-HRTimeline
Diversified Portfolios, Inc.1,129,183$54.4M4.8%+196,04813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,087,780$52.4M0.07%+68,08213F-HRTimeline
WPWealth LLP1,085,636$52.3M8.55%+61,19213F-HRTimeline
Rather & Kittrell, Inc.1,056,210$50.9M8.91%+96,32513F-HRTimeline
Ruedi Wealth Management, Inc.971,096$46.8M13.1%+41,53213F-HRTimeline
Altiora Financial Group, LLC959,102$46.2M8.45%+2,28413F-HRTimeline
McIlrath & Eck, LLC916,795$44.2M4.56%+265,48713F-HRTimeline
RAM Investment Partners, LLC903,284$43.5M8.17%+11,94913F-HRTimeline
CURIO WEALTH, LLC811,727$39.1M16.05%+51,19113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC737,272$35.5M0.28%+36,08013F-HRTimelineGroup
Woodward Financial Advisors, Inc.671,502$32.4M12.34%+85,89213F-HRTimeline
Wealthquest Corp655,001$31.6M2.52%+49,38913F-HRTimeline
Hemington Wealth Management626,433$30.2M3.92%+57,56113F-HRTimeline
MASECO LLP622,332$30M1.45%+57,54613F-HRTimeline
Signature Resources Capital Management,…613,501$29.6M16.18%+34,03713F-HRTimeline
Vise Technologies, Inc.599,073$28.9M1.07%new13F-HRTimeline
Mattern Wealth Management LLC562,163$27.1M5.41%+7,71513F-HRTimeline
Valued Wealth Advisors LLC526,286$25.4M11.77%+44,77113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…523,063$25.2M12.2%+20,39713F-HRTimeline
Sterling Wealth Advisors Inc517,783$25.1M16.01%-63013F-HRTimeline
Grunden Financial Advisory, Inc.512,776$24.7M10.05%+14,68313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/484,566$23.4M<0.01%+57,50413F-HR/ATimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC472,529$22.8M5.99%+9,80613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC449,419$21.7M2.2%+35,95313F-HRTimeline
INTEGRITY ALLIANCE, LLC.433,982$20.9M0.99%+8,57213F-HRTimeline
Allegiance Financial Group Advisory Ser…431,825$20.8M4.79%+57,60213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.424,326$20.4M5.61%+12,59913F-HRTimeline
SJS Investment Consulting Inc.407,146$19.6M2.68%+34,36713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC404,743$19.5M3.21%+25,66813F-HRTimeline
Vestment Financial LLC391,336$18.9M10.78%+36,64113F-HRTimeline
SageOak Financial, LLC383,079$18.5M13.58%+29,46113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV381,829$18.4M3.38%+164,43113F-HRTimeline
Verisail Partners, LLC375,593$18.1M7.68%+6,31513F-HRTimeline
SAX WEALTH ADVISORS, LLC351,132$16.9M0.91%-128,84613F-HRTimeline
Onyx Financial Advisors, LLC347,696$16.8M7.41%+6,85713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA346,841$16.7M<0.01%+32,19013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.342,665$16.5M0.02%-4,03413F-HRTimelineGroup
BCU Wealth Advisors, LLC335,261$16.2M6.54%+27,48013F-HRTimeline
LPL Financial LLC334,449$16.1M<0.01%+19,48613F-HRTimeline
Wheelhouse Advisory Group LLC325,250$15.7M6.75%+79,42713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …323,233$15.6M0.9%+20,06713F-HRTimeline
SC&H Financial Advisors, Inc.317,094$15.3M2.49%+36,44513F-HRTimeline
Vestmark Advisory Solutions, Inc.313,344$15.1M0.29%-260,15613F-HRTimeline
Tillman Hartley LLC311,773$15M3.89%+38,83113F-HRTimeline
AWM CAPITAL, LLC311,003$15M1.36%+153,41913F-HRTimeline
One Degree Advisors Inc310,500$15M4.59%+39,08813F-HRTimeline
Nova R Wealth, Inc.305,579$14.7M6.24%+168,41813F-HRTimeline
Brady Martz Wealth Solutions, LLC299,204$14.4M2.62%+13,64013F-HRTimeline
BCO Wealth Management LLC295,646$14.2M9.4%+1,86113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC291,592$14.1M4.66%+5,72613F-HRTimeline
Pacific Asset Management, LLC286,804$13.8M9.39%+27,25513F-HRTimeline
Waverly Advisors, LLC279,963$13.5M0.13%-10,87113F-HRTimeline
Factor Wealth Management LTD279,232$13.5M3.36%+11,04013F-HRTimeline
Kondo Wealth Advisors, Inc.278,326$13.4M5.41%+13,89913F-HRTimeline
Oceanside Advisors LLC276,251$13.3M8.32%+12,32713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding269,998$13M+183,520Timeline
STUDIO INVESTMENT MANAGEMENT LLC269,993$13M2.46%+33,46413F-HRTimeline
Pine Harbor Wealth Management, LLC266,141$12.8M4.11%+49,21813F-HRTimeline
Sterling Wealth Management, Inc.264,457$12.7M3.86%+51,09813F-HRTimeline
Farther Finance Advisors, LLC255,202$12.3M0.19%+43,01913F-HRTimeline
Dynamic Advisor Solutions LLC253,957$12.2M0.36%+5,77713F-HRTimeline
DRAVO BAY LLC245,148$11.8M5.22%+26,37113F-HRTimeline
Integrated Wealth Concepts LLC243,524$11.7M0.1%-131,92913F-HRTimeline
Allworth Financial LP235,691$11.4M0.05%+46,46613F-HRTimeline
Johnson Wealth Management, LLC229,581$11.1M6.1%13F-HRTimeline
Gradient Capital Advisors, LLC222,452$10.7M2.87%+18,28113F-HRTimeline
Beacon Pointe Advisors, LLC220,206$10.6M0.09%+128,96313F-HRTimeline
Betterment LLC214,194$10.3M0.02%+2,00713F-HRTimeline
Mach-1 Financial Group, LLC213,467$10.3M1.64%new13F-HRTimeline
Integrity Advisory Solutions, LLC213,467$10.3M1.64%13F-HRTimeline
Steward Partners Investment Advisory, L…213,460$10.3M0.06%+24,47013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding213,278$10.3M-208,208Timeline
AlphaStar Capital Management, LLC210,885$10.2M0.88%new13F-HRTimeline
Discipline Wealth Solutions, LLC210,579$10.1M2.68%new13F-HRTimeline
Cornerstone Management, Inc.210,472$10.1M1.68%+61,98313F-HRTimeline
Passive Capital Management, LLC.204,792$9.87M3.22%+15,12013F-HRTimeline
Bay Harbor Wealth Management, LLC202,388$9.75M2.64%+22,39913F-HRTimeline
PBMares Wealth Management LLC200,643$9.67M1.57%+69,44513F-HRTimeline
Parkshore Wealth Management, Inc.196,117$9.45M3.85%+40,88313F-HRTimeline
Disciplined Investments, LLC194,454$9.37M3.73%+42,61813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…194,371$9.37M0.37%+39,10513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…187,693$9.07M0.01%+13,98413F-HRTimeline
von Borstel & Associates, Inc.186,347$8.99M1.38%+21,98613F-HRTimeline
CPA Asset Management Group, LLC181,784$8.76M3.38%+16,87513F-HRTimeline
Chico Wealth RIA178,492$8.6M5.85%new13F-HRTimeline
Peirce Capital Management, LLC177,975$8.58M3.57%+13,02113F-HRTimeline
Shira Ridge Wealth Management177,750$8.57M3.63%+9,99013F-HRTimeline
Yardley Wealth Management LLC177,132$8.54M4.77%-8,66413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC172,139$8.3M3.98%+11,90913F-HRTimeline
City State Bank171,292$8.25M2.38%+30,85113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC171,136$8.25M3.09%+8,96213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding166,089$8M+52,309Timeline
RENAISSANCE TECHNOLOGIES LLC165,641$7.98M0.01%-46,48013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC165,487$7.97M0.01%-177,08213F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC164,357$7.92M1.76%+11,14013F-HRTimeline
Friday Financial163,232$7.87M3.29%+17,01913F-HRTimeline
Chicago Partners Investment Group LLC162,149$7.84M0.21%+5,87213F-HRTimeline
Pure Financial Advisors, LLC157,468$7.59M0.12%+1,98613F-HRTimeline
Heritage Investment Group, Inc.157,052$7.57M1.21%+13,38213F-HRTimeline
RCS Financial Planning, LLC155,997$7.52M3.33%-6,92213F-HRTimeline
BURNEY CO/145,889$7.03M0.22%-3,61713F-HRTimeline
Essential Planning, LLC.143,426$6.91M2.38%+33,51113F-HRTimeline
CFS Investment Advisory Services, LLC141,434$6.84M0.51%+1,39613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC139,419$6.72M4.42%+4,83813F-HRTimeline
Vantage Point Financial LLC139,308$6.71M2.6%+4,67813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP136,775$6.59M0.01%-50613F-HRTimelineGroup
Vermillion & White Wealth Management Gr…136,580$6.58M3.75%+8,98813F-HRTimeline
Parker Financial LLC136,346$6.57M2.69%+4,24513F-HRTimeline
New Dimensions Wealth Management, LLC125,985$6.07M5.32%+2,17013F-HRTimeline
Composition Wealth, LLC123,947$5.97M0.09%new13F-HRTimeline
Squire Investment Management Company, L…122,148$5.89M1.92%+16,86013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…120,348$5.8M0.69%+23,45413F-HRTimeline
Simplicity Wealth,LLC119,730$5.77M0.33%+108,18113F-HRTimeline
Kooman & Associates118,153$5.69M1.76%-60213F-HRTimeline
Burk Holdings LLC118,145$5.69M3.04%+12,73813F-HRTimeline
Keystone Financial Group, Inc.116,362$5.61M3.16%+9,06513F-HRTimeline
Orion Porfolio Solutions, LLC115,615$5.57M0.04%+16,53013F-HRTimeline
FMB WEALTH MANAGEMENT113,978$5.49M2.33%+10,97213F-HRTimeline
Lakeridge Wealth Management LLC113,640$5.48M2.43%+4,78413F-HRTimeline
Arcadia Wealth Management, Inc.113,388$5.46M3.32%+13,38213F-HRTimeline
White Wing Wealth Management113,134$5.46M3.39%+23,00513F-HRTimeline
Tortoise Investment Management, LLC112,756$5.43M0.48%+2,45813F-HRTimeline
Aerodigm Wealth, LLC112,273$5.42M2.28%+19,69613F-HRTimeline
Mills Wealth Advisors LLC110,616$5.33M2.17%+21,64213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC109,744$5.29M0.13%+4,50713F-HRTimelineGroup
Live Oak Private Wealth LLC106,670$5.14M0.72%+32,50813F-HRTimeline
Binnacle Investments Inc104,628$5.04M2.97%+5,56113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV101,882$4.91M0.01%-38,00713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP98,938$4.77M0.01%+2,22313F-HRTimelineGroup
Meredith Wealth Planning98,653$4.75M1.51%+34,79813F-HRTimeline
Cambridge Investment Research Advisors,…98,097$4.73M0.01%+7,31113F-HRTimeline
Private Advisor Group, LLC97,890$4.72M0.02%-4,81013F-HRTimeline
Parkwoods Wealth Partners, LLC97,062$4.68M1.6%+88,06013F-HRTimeline
Babb Wealth Advisors LLC93,829$4.52M2.94%+9,91313F-HRTimeline
CogentBlue Wealth Advisors, LLC90,282$4.35M2.96%+21,70613F-HRTimeline
Outbound Financial Inc87,848$4.23M3.45%+21,81713F-HRTimeline
Graves Light Lenhart Wealth, Inc.85,738$4.13M0.46%+2913F-HRTimeline
SwitchPoint Financial Planning, LLC83,142$4.01M2.9%+5,09313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding81,194$3.91M-5,547Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…79,475$3.83M0.08%-11313F-HRTimelineGroup
SpringVest Wealth Management LLC78,780$3.8M2.79%+30,89713F-HRTimeline
RFG Advisory, LLC77,205$3.72M0.08%+1,42313F-HRTimeline
Cetera Investment Advisers76,644$3.69M<0.01%+24,21513F-HRTimeline
Acorn Wealth Advisors, LLC72,812$3.51M1.1%-2013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC70,110$3.38M<0.01%+14,97713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC69,654$3.36M0.01%+2,42413F-HRTimeline
Foundations Investment Advisors, LLC69,376$3.34M0.05%+58,21713F-HRTimeline
XY Planning Network, Inc.69,337$3.33M1.13%013F-HRTimeline
Porter White Investment Advisors, Inc.68,126$3.28M1.41%+19,12213F-HRTimeline
Shore Point Advisors, LLC67,985$3.28M1.45%+23,51413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…66,070$3.18M0.07%+30,72813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC63,864$3.08M<0.01%+5,75513F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.63,604$3.07M0.97%-8,48413F-HRTimeline
SageView Advisory Group, LLC62,869$3.03M0.1%-9113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC62,058$2.99M0.05%-4,32713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC61,805$2.98M<0.01%+25,81613F-HRTimelineGroup
BOS Asset Management, LLC61,372$2.96M0.83%+11,30413F-HRTimeline
Hippocratic Financial Advisors, LLC59,792$2.88M1.39%-2,54413F-HRTimeline
Aspire Private Capital, LLC58,774$2.83M0.62%+2,04113F-HR/ATimeline
Sowell Financial Services LLC58,599$2.82M0.11%+12,29113F-HRTimeline
My Personal CFO, LLC57,733$2.78M1.08%new13F-HRTimeline
Foundation Wealth Management, LLC\PA57,733$2.78M1.08%-47013F-HRTimeline
CLARIS ADVISORS, LLC / MO /56,927$2.73M0.95%+67513F-HRTimeline
Five Oceans Advisors56,504$2.72M1%+6413F-HRTimeline
Selective Wealth Management, Inc.54,416$2.63M0.85%+46,48313F-HRTimeline
Coston, McIsaac & Partners54,303$2.62M0.62%+24,29713F-HRTimeline
TCI Wealth Advisors, Inc.54,106$2.61M0.16%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53,835$2.59M0.93%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC52,538$2.53M0.57%new13F-HRTimeline
WorthPointe, LLC51,590$2.49M0.93%+19,11913F-HRTimeline
Invst, LLC51,409$2.48M0.28%+5,28913F-HRTimeline
TCP Asset Management, LLC50,342$2.43M0.43%+3,25113F-HRTimeline
Narus Financial Partners, LLC49,818$2.4M0.66%-3,91213F-HR/ATimeline
Austin Private Wealth, LLC49,338$2.38M0.18%+9,38613F-HRTimeline
Werba Rubin Papier Wealth Management48,713$2.35M0.38%+7,55313F-HRTimeline
Rockwood Wealth Management, LLC48,055$2.32M0.19%-4813F-HRTimeline
IFP Advisors, Inc47,171$2.27M0.06%+4,16613F-HR/ATimeline
Arcadia Wealth Management, LLC46,257$2.23M0.88%-3,06113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC45,282$2.18M0.92%+65713F-HRTimeline
Hartmann Taylor Wealth Management, LLC44,065$2.12M1.52%+1,80013F-HRTimeline
Barry Investment Advisors, LLC42,178$2.03M0.47%+8,24713F-HRTimeline
Strategic Investment Solutions, Inc. /IL41,513$2M0.53%-5,27413F-HRTimeline
Pillar Financial Advisors, LLC40,569$1.96M1.23%-2,51813F-HRTimeline
Solutions 4 Wealth, Ltd40,484$1.95M3.03%-63913F-HRTimeline
Kaufman Rossin Wealth, LLC39,453$1.9M1.04%+7,17913F-HRTimeline
Wealth Advisors Northwest LLC39,138$1.89M0.91%+3,23413F-HRTimeline