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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
Focus Partners Wealthgroup of 2 filers holding6,591,855$316M-3,156,018Timeline
Apella Capital, LLC4,509,681$216M4.27%+506,78213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,015,059$193M1.1%-54,75113F-HRTimelineGroup
OneDigital Investment Advisors LLC3,557,393$171M1.67%+321,47013F-HRTimeline
Beaird Harris Wealth Management, LLC3,204,807$154M10.58%+248,04813F-HRTimeline
Planning Center, Inc.2,693,940$129M13.19%+270,40213F-HRTimeline
Root Financial Partners, LLC2,484,523$119M6.16%+626,80813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,370,139$114M+213,795Timeline
Vise Technologies, Inc.2,274,567$109M2.14%+1,675,49413F-HRTimeline
DiNuzzo Private Wealth, Inc.2,043,634$98M10.66%+95,54013F-HRTimeline
HighTower Advisors, LLC1,887,749$90.5M0.1%+103,92513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,766,837$84.7M5.46%+238,09513F-HRTimeline
Great Waters Wealth Management1,559,797$74.8M8.23%+148,09213F-HRTimeline
Rachor Investment Advisory Services, LLC1,407,423$67.5M35.8%13F-HRTimeline
Diversified Portfolios, Inc.1,236,613$59.3M4.94%+107,43013F-HRTimeline
Rather & Kittrell, Inc.1,231,675$59.1M9.51%+175,46513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,220,654$58.5M9.1%+38,63213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,220,485$58.5M0.12%-25,55213F-HRTimelineGroup
WPWealth LLP1,171,113$56.2M8.79%+85,47713F-HRTimeline
McIlrath & Eck, LLC1,131,781$54.3M5.04%+214,98613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,097,179$52.6M0.07%+9,39913F-HRTimeline
Ruedi Wealth Management, Inc.1,042,845$50M13.1%+71,74913F-HRTimeline
Altiora Financial Group, LLC974,467$46.7M8.05%+15,36513F-HRTimeline
RAM Investment Partners, LLC952,008$45.6M8.25%+48,72413F-HRTimeline
CURIO WEALTH, LLC930,407$44.6M15.8%+118,68013F-HRTimeline
55 North Private Wealth, LLC865,677$41.5M10.94%13F-HRTimeline
Beacon Pointe Advisors, LLC853,016$40.9M0.29%+632,81013F-HRTimeline
Financial Plan, Inc.780,212$37.4M4.29%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC775,052$37.2M0.31%+37,78013F-HRTimelineGroup
Wealthquest Corp731,031$35.1M2.65%+76,03013F-HRTimeline
Woodward Financial Advisors, Inc.714,778$34.3M12.84%+43,27613F-HRTimeline
Signature Resources Capital Management,…681,517$32.7M16.52%+68,01613F-HRTimeline
MASECO LLP649,216$31.1M1.36%+26,88413F-HRTimeline
Mattern Wealth Management LLC595,313$28.5M5.49%+33,15013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC579,543$27.8M6.97%+107,01413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/575,861$27.6M<0.01%+91,29513F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…549,152$26.3M12.48%+26,08913F-HRTimeline
Valued Wealth Advisors LLC546,435$26.2M11.52%+20,14913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV544,186$26.1M4.07%+162,35713F-HRTimeline
Grunden Financial Advisory, Inc.514,517$24.7M9.64%+1,74113F-HRTimeline
Sterling Wealth Advisors Inc497,906$23.9M14.41%-19,87713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC479,430$23M3.62%+74,68713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC474,294$22.8M2.15%+24,87513F-HRTimeline
Allegiance Financial Group Advisory Ser…462,898$22.2M4.67%+31,07313F-HRTimeline
Wheelhouse Advisory Group LLC461,742$22.2M8.44%+136,49213F-HRTimeline
Wolfstich Capital, LLC458,208$22M20.25%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.454,428$21.8M5.71%+30,10213F-HRTimeline
SJS Investment Consulting Inc.441,690$21.2M2.68%+34,54413F-HRTimeline
Vestment Financial LLC436,774$21M10.87%+45,43813F-HRTimeline
SC&H Financial Advisors, Inc.425,472$20.4M3.16%+108,37813F-HRTimeline
Guardian Wealth Management, LLC406,426$19.5M6.18%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.397,427$19.1M0.7%-36,55513F-HRTimeline
SageOak Financial, LLC397,214$19M13.78%+14,13513F-HRTimeline
Verisail Partners, LLC392,864$18.8M7.74%+17,27113F-HRTimeline
Tillman Hartley LLC368,178$17.7M4.43%+56,40513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,963$17.6M<0.01%+21,12213F-HRTimelineGroup
Onyx Financial Advisors, LLC367,429$17.6M7.47%+19,73313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.364,026$17.5M0.03%+21,36113F-HRTimelineGroup
Nova R Wealth, Inc.363,495$17.4M6.35%+57,91613F-HRTimeline
Cornerstone Wealth Partners, LLC362,878$17.4M12.08%13F-HRTimeline
BCU Wealth Advisors, LLC360,136$17.3M6.61%+24,87513F-HRTimeline
AlphaStar Capital Management, LLC359,697$17.2M1.27%+148,81213F-HRTimeline
Vestmark Advisory Solutions, Inc.359,627$17.2M0.23%+46,28313F-HRTimeline
LPL Financial LLC355,761$17.1M<0.01%+21,31213F-HRTimeline
Three Arch Wealth Management LLC354,946$17M3.19%13F-HRTimeline
Farther Finance Advisors, LLC345,737$16.6M0.18%+90,53513F-HRTimeline
AWM CAPITAL, LLC343,149$16.5M1.49%+32,14613F-HRTimeline
BCO Wealth Management LLC342,947$16.4M10.09%+47,30113F-HRTimeline
Pacific Asset Management, LLC340,510$16.3M9.8%+53,70613F-HRTimeline
Sterling Wealth Management, Inc.337,677$16.2M4.62%+73,22013F-HRTimeline
Brady Martz Wealth Solutions, LLC322,913$15.5M2.73%+23,70913F-HRTimeline
One Degree Advisors Inc320,940$15.4M4.23%+10,44013F-HRTimeline
Pine Harbor Wealth Management, LLC319,594$15.3M4.7%+53,45313F-HRTimeline
Factor Wealth Management LTD312,465$15M3.24%+33,23313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC305,609$14.7M2.68%+35,61613F-HRTimeline
Kondo Wealth Advisors, Inc.297,363$14.3M5.46%+19,03713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC294,976$14.1M1.83%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC294,809$14.1M4.43%+3,21713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …283,886$13.6M0.81%-39,34713F-HRTimeline
CPA Asset Management Group, LLC283,084$13.6M4.76%+101,30013F-HRTimeline
Oceanside Advisors LLC277,971$13.3M8.08%+1,72013F-HRTimeline
Waverly Advisors, LLC277,604$13.3M0.11%-2,35913F-HRTimeline
DRAVO BAY LLC274,861$13.2M5.48%+29,71313F-HRTimeline
SAX WEALTH ADVISORS, LLC274,325$13.2M0.62%-76,80713F-HRTimeline
Integrated Wealth Concepts LLC267,775$12.8M0.15%+24,25113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding267,194$12.8M-2,804Timeline
Johnson Wealth Management, LLC260,538$12.5M6.22%+30,95713F-HRTimeline
Allworth Financial LP259,648$12.5M0.05%+23,95713F-HRTimeline
Cornerstone Management, Inc.251,694$12.1M1.97%+41,22213F-HRTimeline
Torren Management, LLC250,470$12M6.13%13F-HRTimeline
Shira Ridge Wealth Management244,674$11.7M4.71%+66,92413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP240,387$11.5M0.02%+103,61213F-HRTimelineGroup
Parkwoods Wealth Partners, LLC238,468$11.4M3.36%+141,40613F-HRTimeline
Integrity Advisory Solutions, LLC234,841$11.3M1.62%+21,37413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners232,998$11.2M1.45%+19,72013F-HRTimelineGroup
Passive Capital Management, LLC.232,508$11.1M3.49%+27,71613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC231,998$11.1M<0.01%+170,19313F-HRTimelineGroup
Parkshore Wealth Management, Inc.230,945$11.1M4.16%+34,82813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding230,615$11.1M+64,526Timeline
Gradient Capital Advisors, LLC224,458$10.8M2.77%+2,00613F-HRTimeline
Steward Partners Investment Advisory, L…224,280$10.8M0.06%+10,82013F-HRTimeline
Discipline Wealth Solutions, LLC222,955$10.7M1.98%+12,37613F-HRTimeline
Werba Rubin Papier Wealth Management221,243$10.6M2.87%+172,53013F-HRTimeline
Betterment LLC218,483$10.5M0.02%+4,28913F-HRTimeline
Disciplined Investments, LLC214,919$10.3M3.96%+20,46513F-HRTimeline
Bay Harbor Wealth Management, LLC208,927$10M2.62%+6,53913F-HRTimeline
Optimus Capital Advisors, LLC208,688$10M5.86%13F-HRTimeline
Essential Planning, LLC.205,188$9.84M3.14%+61,76213F-HRTimeline
Friday Financial199,978$9.59M3.38%+36,74613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…199,544$9.58M0.01%+11,85113F-HRTimeline
von Borstel & Associates, Inc.197,672$9.48M2.22%+11,32513F-HRTimeline
City State Bank195,689$9.38M2.57%+24,39713F-HRTimeline
Yardley Wealth Management LLC194,692$9.34M4.96%+17,56013F-HRTimeline
Foundry Financial LLC187,731$9M4.73%13F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC187,414$8.99M4.03%+15,27513F-HRTimeline
Peirce Capital Management, LLC187,385$8.99M3.58%+9,41013F-HRTimeline
HBE Wealth Management, LLC184,116$8.83M8.31%13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC181,953$8.72M3.14%+10,81713F-HRTimeline
Heritage Investment Group, Inc.176,146$8.45M1.29%+19,09413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…172,957$8.29M0.31%-21,41413F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC170,865$8.19M1.22%+6,50813F-HRTimeline
Dynamic Advisor Solutions LLC169,669$8.14M0.26%-84,28813F-HRTimeline
WorthPointe, LLC168,367$8.07M2.12%+116,77713F-HRTimeline
Chicago Partners Investment Group LLC167,331$8.04M0.2%+5,18213F-HRTimeline
Cetera Investment Advisers167,314$8.02M0.01%+90,67013F-HRTimeline
Selective Wealth Management, Inc.164,178$7.88M2.46%+109,76213F-HRTimeline
Pure Financial Advisors, LLC161,589$7.75M0.11%+4,12113F-HRTimeline
RCS Financial Planning, LLC159,098$7.63M3.29%+3,10113F-HRTimeline
Belleair Asset Management, LLC154,026$7.39M7.03%13F-HRTimeline
Vantage Point Financial LLC152,824$7.33M2.62%+13,51613F-HRTimeline
CFS Investment Advisory Services, LLC150,686$7.23M0.53%+9,25213F-HRTimeline
Triumph Capital Management150,385$7.21M1.56%new13F-HRTimeline
Cambridge Investment Research Advisors,…149,302$7.16M0.02%+51,20513F-HRTimeline
FMB WEALTH MANAGEMENT149,274$7.16M2.82%+35,29613F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …147,116$7.05M6.61%13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC145,974$7M4.38%+6,55513F-HRTimeline
BURNEY CO/145,494$6.98M0.22%-39513F-HRTimeline
Parker Financial LLC138,629$6.65M2.7%+2,28313F-HRTimeline
Arcadia Wealth Management, Inc.138,447$6.64M3.81%+25,05913F-HRTimeline
HEFFERNAN ADVISORY, INC137,156$6.58M6.3%13F-HRTimeline
Vermillion & White Wealth Management Gr…136,377$6.55M3.56%-20313F-HRTimeline
Approach Retirement Advisors, LLC136,439$6.54M5.64%13F-HRTimeline
Kane Co Wealth Management, Inc.136,041$6.52M5.75%13F-HRTimeline
White Wing Wealth Management135,958$6.52M3.89%+22,82413F-HRTimeline
Squire Investment Management Company, L…135,132$6.48M1.96%+12,98413F-HRTimeline
Burk Holdings LLC134,392$6.44M3.07%+16,24713F-HRTimeline
New Dimensions Wealth Management, LLC131,199$6.29M5.38%+5,21413F-HRTimeline
Meredith Wealth Planning128,611$6.17M1.84%+29,95813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.125,538$6.03M0.89%+61,93413F-HRTimeline
Babb Wealth Advisors LLC124,876$5.99M3.38%+31,04713F-HRTimeline
Aerodigm Wealth, LLC124,386$5.96M2.3%+12,11313F-HR/ATimeline
Tortoise Investment Management, LLC124,188$5.95M0.52%+11,43213F-HRTimeline
Kooman & Associates124,126$5.95M1.76%+5,97313F-HRTimeline
HARBOUR INVESTMENTS, INC.124,057$5.95M0.12%+123,35413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…123,207$5.91M0.12%+57,13713F-HRTimelineGroup
Orion Porfolio Solutions, LLC121,306$5.82M0.04%+5,69113F-HRTimeline
Keystone Financial Group, Inc.118,269$5.67M2.97%+1,90713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC117,682$5.64M0.14%+7,93813F-HRTimelineGroup
Lakeridge Wealth Management LLC114,912$5.51M2.5%+1,27213F-HRTimeline
BDFS Capital LLC114,443$5.49M2.77%13F-HRTimeline
Composition Wealth, LLC114,129$5.47M0.08%-9,81813F-HRTimeline
Live Oak Private Wealth LLC113,718$5.45M0.74%+7,04813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP108,983$5.23M0.01%+10,04513F-HR/ATimelineGroup
Mills Wealth Advisors LLC107,739$5.17M2.04%-2,87713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding105,995$5.09M+24,801Timeline
Tencap Wealth Coaching, LLC101,544$4.87M1.84%13F-HRTimeline
Private Advisor Group, LLC100,777$4.83M0.02%+2,88713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV98,161$4.71M0.01%-3,72113F-HRTimeline
Foundations Investment Advisors, LLC97,883$4.69M0.06%+28,50713F-HRTimeline
Chico Wealth RIA93,864$4.5M2.93%-84,62813F-HRTimeline
Coston, McIsaac & Partners93,765$4.5M1.04%+39,46213F-HRTimeline
Outbound Financial Inc92,724$4.45M3.46%+4,87613F-HRTimeline
Prism Planning Partners LLC92,463$4.43M4.97%13F-HRTimeline
CogentBlue Wealth Advisors, LLC90,862$4.36M2.97%+58013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…90,776$4.35M0.01%new13F-HRTimelineGroup
Shore Point Advisors, LLC88,568$4.25M1.8%+20,58313F-HRTimeline
SwitchPoint Financial Planning, LLC88,488$4.24M2.97%+5,34613F-HRTimeline
Aspirean Wealth, LLC88,142$4.23M4.62%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.86,625$4.15M0.44%+88713F-HRTimeline
Simplicity Wealth,LLC86,463$4.15M0.25%-33,26713F-HRTimeline
CLARIS ADVISORS, LLC / MO /86,065$4.13M1.26%+29,13813F-HRTimeline
SeedSafe Financial LLC84,049$4.03M3.57%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC83,399$4M<0.01%+13,28913F-HRTimelineGroup
BOS Asset Management, LLC81,903$3.93M1.05%+20,53113F-HRTimeline
SpringVest Wealth Management LLC79,803$3.83M2.67%+1,02313F-HRTimeline
49 WEALTH MANAGEMENT, LLC78,456$3.76M0.31%new13F-HRTimeline
Porter White Investment Advisors, Inc.78,322$3.76M1.54%+10,19613F-HRTimeline
RFG Advisory, LLC75,665$3.63M0.07%-1,54013F-HRTimeline
XY Planning Network, Inc.74,951$3.59M0.63%+5,61413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…72,025$3.45M0.07%-7,45013F-HRTimelineGroup
Sowell Financial Services LLC71,678$3.44M0.13%+13,07913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC71,128$3.41M<0.01%+7,26413F-HRTimelineGroup
Fonville Wealth Management LLC70,841$3.4M0.69%+41,85113F-HRTimeline
ProCore Advisors, LLC67,020$3.21M3.3%13F-HRTimeline
Invst, LLC66,583$3.19M0.35%+15,17413F-HRTimeline
Index Fund Advisors, Inc.65,713$3.15M0.15%+27,56513F-HRTimeline
SageView Advisory Group, LLC65,372$3.13M0.11%+2,50313F-HRTimeline
Acorn Wealth Advisors, LLC65,150$3.12M0.93%-7,66213F-HRTimeline
MML INVESTORS SERVICES, LLC64,883$3.11M0.01%-4,77113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS63,401$3.04M1.55%+24,29213F-HRTimeline