DFSD institutional holders

Dimensional Short-Duration Fixed Income ETF · 463 reporting institutions · $5.9B reported value

Funds that can replace DFSD · DFSD return decomposition

Institutional holdings

Institutions reporting DFSD, largest first
InstitutionReported positionAdvisors at firmReport period
Focus Partners Wealth$346.4M1,0482026-06-30
Focus Partners Advisor Solutions, LLC$302.7M422026-06-30
Apella Capital, LLC$258.5M1042026-06-30
Onedigital Investment Advisors LLC$185.3M3862026-06-30
Savant Wealth Management$174.5M4052026-06-30
Root Financial Partners, LLC$173.7M642026-06-30
Vise Technologies, Inc.$166.7M02026-06-30
Beaird Harris Wealth Management, LLC$152.8M182026-06-30
Planning Center, Inc.$138.7M102026-06-30
Envestnet Pmc$128.1M602026-06-30
Dinuzzo Private Wealth, Inc.$99.3M82026-06-30
Hightower Advisors, LLC$95.3M1,0462026-06-30
Great Waters Wealth Management$93.1M262026-06-30
Phillips Financial Management, LLC$83.9M152026-06-30
Rachor Investment Advisory Services, LLC$72.5M42026-06-30
Rather & Kittrell, Inc.$68.3M202026-06-30
Diversified Portfolios, Inc.$63.7M102026-06-30
McIlrath & Eck, LLC$62.1M62026-03-31
Assetmark, Inc$61.3M2202026-06-30
Market Street Wealth Management Advisors LLC$60.7M82026-06-30
Commonwealth Equity Services, LLC$58.7M2,8632026-06-30
Wpwealth LLP$56.8M152026-06-30
Ruedi Wealth Management, Inc.$54.7M52026-06-30
55 North Private Wealth, LLC$51.3M72026-06-30
Beacon Pointe Advisors, LLC$49.9M4662026-06-30
Financial Plan, Inc.$49.6M132026-06-30
Curio Wealth, LLC$49.3M72026-06-30
Ram Investment Partners, LLC$48.2M162026-06-30
Blue Ocean Capital$46.8M52026-06-30
Parkwoods Wealth Partners, LLC$46.4M312026-06-30
Altiora Financial Group, LLC$41.9M12026-06-30
Woodward Financial Advisors, Inc.$41M62026-06-30
Bank of America Corp /de$40.5M02026-06-30
Signature Resources Capital Management, LLC$38.8M02026-06-30
Wealthquest Corporation$38.4M162026-06-30
Elser Financial Planning, Inc.$38.1M132026-06-30
Eclectic Associates Inc /adv$38M112026-06-30
Maseco LLP$36.9M82026-06-30
Wheelhouse Advisory Group LLC$36.8M122026-06-30
Great Oak Capital Partners, LLC$31.6M52026-06-30
Northwest Wealth Management, LLC$30.6M212026-06-30
Mattern Wealth Management LLC$28.9M42026-06-30
Valued Wealth Advisors LLC$28.7M52026-06-30
Allegiance Financial Group Advisory Services LLC$27.7M72026-06-30
Farther Finance Advisors, LLC$27.7M3342026-06-30
Integrated Wealth Concepts LLC$26.8M4802026-06-30
Jackson Thornton Wealth Management, LLC$26.2M92026-06-30
Keyes, Stange & Wooten Wealth Management, LLC$25.9M62026-06-30
Legacy Financial Group, Inc.$25.7M82026-06-30
Cornerstone Wealth Partners, LLC$25.3M122026-06-30
Sc&h Financial Advisors, Inc.$25.2M192026-06-30
Factor Wealth Management$24.9M52026-06-30
Grunden Financial Advisory, Inc.$24.7M02025-12-31
Wolfstich Capital, LLC$24.4M12026-06-30
Sterling Wealth Advisors Inc$24.2M32026-06-30
Allworth Financial, LP$23.8M3172026-06-30
Md Financial Advisors / Vestment Financial$23.5M132026-06-30
Guardian Wealth Management, LLC$23.4M02026-06-30
Awm Capital, LLC$22.2M292026-06-30
Three Arch Wealth Management LLC$21.9M42026-06-30
Lpl Financial LLC$21.7M23,4582026-06-30
Pacific Asset Management, LLC$21.4M02026-06-30
Verisail Partners, LLC$20.2M52026-06-30
Sageoak Financial, LLC$20M32026-06-30
Alphastar Capital Management, LLC$19.6M1572026-06-30
Onyx Financial Advisors, LLC$19.5M72026-06-30
Osaic Holdings, Inc.$19.5M02026-06-30
Nova R Wealth, Inc.$19.4M52026-06-30
Ima Advisory Services, Inc.$19.4M482026-06-30
Tillman Hartley LLC$19.4M32026-06-30
Bcu Wealth Advisors, LLC$19.3M152026-06-30
Sterling Wealth Management, Inc.$18.7M82026-06-30
Pine Harbor Wealth Management, LLC$18.6M12026-06-30
Cornerstone Management, Inc.$18.6M92026-06-30
Integrity Alliance, Llc.$18.5M3532026-06-30
Vestmark Advisory Solutions, Inc.$18.4M82026-06-30
Foundry Financial LLC$17.5M102026-06-30
Bco Wealth Management, LLC$17.1M42026-06-30
Blue Rock Financial Group$16.8M12026-06-30
Integrity Advisory Solutions, LLC$16.8M1272026-06-30
Brady Martz Wealth Solutions, LLC$16.6M82026-06-30
Susquehanna International Group, LLP$16.5M02026-06-30
Royal Bank of Canada$16.4M02026-06-30
Essential Planning, Llc.$16.2M32026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$16.1M1032026-06-30
Studio Investment Management LLC$15.7M42026-06-30
Kondo Wealth Advisors, Inc.$15.6M22026-06-30
Ballast Rock Private Wealth LLC$15.4M102026-06-30
Parkshore Wealth Management$15.3M52026-06-30
Oceanside Advisors LLC$14.9M42026-06-30
Liberty Wealth Management LLC$14.8M252026-06-30
Client 1st Advisory Group, LLC$14.4M72026-06-30
Johnson Wealth Management, LLC$14.2M32026-06-30
Shira Ridge Wealth Management$14.2M42026-06-30
Raymond James Financial Inc$13.9M02026-06-30
Disciplined Investments, LLC$13.9M62026-06-30
Truist Financial Corp$13.7M02026-06-30
Beacon Hill Wealth Management Ltd.$13.6M52026-06-30
City State Bank$13.6M02026-06-30
Stratos Investment Management, LLC$13.5M72026-06-30
Discipline Wealth Solutions, Inc.$13.4M192026-06-30
Kestra Investment Management, LLC$13.3M92026-06-30
Mills Wealth Advisors, LLC$13.3M72026-06-30
Waverly Advisors, LLC$13.2M2312026-06-30
Werba Rubin Papier Wealth Management, LLC$13.2M72026-06-30
Friday Financial$13.1M312026-06-30
Live Oak Private Wealth LLC$12.5M102026-06-30
Gradient Capital Advisors, LLC$12.3M52026-06-30
Selective Wealth Management, Inc.$12.2M92026-06-30
Bay Harbor Wealth Management, LLC$12M32026-06-30
Sax Wealth Advisors, LLC$11.7M422026-06-30
Concord Wealth Partners$11.6M112026-06-30
Fonville Wealth Management LLC$11.6M122026-06-30
Wilkerson Advisory Group LLC$11.4M52026-06-30
Passive Capital Management, Llc.$11.1M72026-06-30
Yardley Wealth Management LLC$11M32026-06-30
Worthpointe, LLC$10.9M72026-06-30
Steward Partners Investment Advisory, LLC$10.7M4812026-06-30
Family Wealth Partners, LLC$10.4M02026-06-30
Chicago Partners Investment Group LLC$9.7M572026-06-30
Pbmares Wealth Management LLC$9.7M12025-09-30
Cambridge Capital Management, LLC$9.4M42026-06-30
Heritage Investment Group, Inc.$9.4M122026-06-30
Aa Financial Advisors, LLC$9.4M122026-06-30
Hbe Wealth Management, LLC$9.2M52026-06-30
Peirce Capital Management, LLC$9.2M52026-06-30
Wealth Enhancement Advisory Services, LLC$9M1,0262026-06-30
Professional Financial Solutions LLC /adv$8.8M02026-06-30
Harbour Investments, Inc.$8.7M2472026-06-30
Meredith Wealth Planning$8.6M22026-06-30
Belleair Asset Management, LLC$8.6M22026-06-30
Fmb Wealth Management$8.5M82026-06-30
Assuredpartners Investment Advisors$8.5M292026-06-30
Cetera Investment Advisers$8.4M10,3702026-06-30
Dynamic$8.3M752026-06-30
Triumph Capital Management$8.3M142026-06-30
Arcadia Wealth Management, Inc.$8.1M02026-06-30
Pure Financial Advisors, LLC$8.1M882026-06-30
Vantage Point Financial LLC$8M162026-06-30
Kane Co Wealth Management, Inc.$8M32026-06-30
Squire Investment Management Company, LLC$7.9M122026-06-30
Heffernan Advisory, Inc$7.7M82026-06-30
Aerodigm Wealth, LLC$7.7M72026-06-30
Rcs Financial Planning, LLC$7.7M22026-06-30
Cfs Investment Advisory Services LLC$7.6M102026-06-30
Burk Holdings LLC$7.6M72026-06-30
Parker Financial LLC$7.5M42026-06-30
Approach Retirement Advisors, LLC$7.2M22026-06-30
Bdfs Capital LLC$7.2M72026-06-30
Tru Independence Asset Management 2, LLC$7M42026-06-30
Seia$6.9M1412026-06-30
Index Fund Advisors, Inc.$6.9M182026-06-30
Babb Wealth Advisors LLC$6.7M32026-06-30
Keystone Financial Group, Inc.$6.7M72026-06-30
Bos Asset Management, LLC$6.7M102026-06-30
New Dimensions Wealth Management, LLC$6.6M22026-06-30
Kooman & Associates$6.3M82026-06-30
White Wing Wealth Management, LLC$6.3M22026-06-30
Optimus Capital Advisors, LLC$6.2M02026-06-30
Springvest Wealth Management LLC$6M42026-06-30
Diversify Advisory Services, LLC$5.8M1162026-06-30
Diversify Wealth Management, LLC$5.8M782026-06-30
Krilogy$5.8M642026-06-30
Switchpoint Financial Planning, LLC$5.7M22026-06-30
Kestra Advisory Services, LLC$5.7M1,4792026-06-30
Torren Management, LLC$5.6M42026-06-30
Invst, LLC$5.6M332026-06-30
Burney Co$5.6M372026-06-30
Simplicity Wealth, LLC$5.6M02026-06-30
Claris Advisors, LLC / Mo$5.5M42026-06-30
Private Advisory Group LLC$5.5M182026-06-30
Envestnet Portfolio Solutions, Inc.$5.4M32026-06-30
Citigroup Inc$5.3M02026-06-30
Orion Porfolio Solutions, LLC$5.3M1992026-06-30
Aspirean Wealth, LLC$5.3M62026-06-30
Corient Private Wealth LP$5.1M6742026-06-30
Prism Planning Partners LLC$5.1M42026-06-30
Binnacle Investments Inc$5M52025-09-30
Vermillion & White Wealth Management Group, LLC$5M52026-06-30
Xy Planning Network, Inc.$5M02026-06-30
Aqr Capital Management LLC$5M12026-06-30
Lakeridge Wealth Management LLC$4.9M122026-06-30
Tencap Wealth Coaching, LLC$4.9M82026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$4.9M02026-06-30
Mercer Global Advisors Inc /adv$4.9M02026-06-30
Cogentblue Wealth Advisors, LLC$4.8M52026-06-30
Foundations Investment Advisors, LLC$4.8M3022026-06-30
Savvy Advisors, Inc.$4.6M2142026-06-30
Mustard Seed Wealth Management$4.6M92026-06-30
Fiduciary Financial Advisors$4.5M512026-06-30
Apollon Wealth Management, LLC$4.5M1512026-06-30
Chico Wealth RIA$4.5M02026-06-30
Vestia Personal Wealth Advisors$4.4M222026-06-30
Outbound Financial$4.2M12026-06-30
Sjs Investment Services$4.2M192026-06-30
Shore Point Advisors, LLC$4.2M102026-06-30
Graves Light Lenhart Wealth, Inc.$4.1M82026-06-30
Porter White Investment Advisors, Inc.$4.1M52026-06-30
Penney Financial, LLC$4M42026-06-30
Sowell Financial Services LLC$3.9M1082026-06-30
Rfg Advisory, LLC$3.9M1912026-06-30
Seedsafe Financial LLC$3.8M42026-06-30
Creativeone Wealth, LLC$3.8M2212026-06-30
Composition Wealth, LLC$3.7M762026-06-30
Mb Generational Wealth, LLC$3.6M32026-06-30
Arkadios Wealth Advisors$3.5M2262026-06-30
Great Valley Advisor Group, LLC$3.5M2052026-06-30
Acorn Wealth Advisors, LLC$3.4M52026-06-30
Tcp Asset Management, LLC$3.4M252026-06-30
Aspire Private Capital$3.4M82026-06-30
Kaufman Rossin Wealth, LLC$3.3M62026-06-30
MML Investors Services, LLC$3.3M5,1202026-06-30
Creative Planning$3.1M1,1712026-06-30
Powerhouse Assets LLC$3M32026-06-30
Eversource Wealth Advisors, LLC$3M772026-06-30
Keating Financial Advisory Services, Inc.$2.9M252026-06-30
Cerity Partners LLC$2.9M7772026-06-30
Henrickson Nauta Wealth Advisors, Inc.$2.8M102026-06-30
Sageview Advisory Group, LLC$2.8M942026-06-30
Jones Financial Companies LLLP$2.8M02026-06-30
Baker Tilly Wealth Management, LLC$2.8M262026-06-30
Procore Advisors, LLC$2.7M32026-06-30
Wealth Advisors Northwest LLC$2.7M72026-06-30
Accurate Wealth Management, LLC$2.7M492026-06-30
Austin Private Wealth, LLC$2.7M02025-12-31
Tci Wealth Advisors, Inc.$2.5M462026-06-30
Lynx Capital Group Ltd /adv$2.5M12026-06-30
Wheels Up Wealth, Inc.$2.5M32026-06-30
Strategic Investment Solutions, Inc. /il$2.4M102026-06-30
Dopkins Wealth Management, LLC$2.4M72026-06-30
Hippocratic Financial Advisors, LLC$2.4M02026-06-30
Jpmorgan Chase & Co$2.4M02026-06-30
Five Oceans Advisors$2.4M32026-06-30
American Investment Services, Inc.$2.3M62026-06-30
Narus Financial Partners, LLC$2.3M62026-06-30
Private Advisor Group, LLC$2.3M9272026-06-30
Ifp Advisors, Inc$2.3M3182026-06-30
Maryland Capital Advisors Inc.$2.2M42026-06-30
Tassel Capital Management, Inc$2.2M42026-06-30
Applied Capital LLC$2.2M02026-06-30
Foundation Wealth Management, LLC$2.2M42026-06-30
Vigil Wealth Management, LLC$2.1M32026-06-30
Barry Investment Advisors, LLC$2M82026-06-30
Rockwood Wealth Management, LLC$2M462026-06-30
Sentinel Wealth Management, Inc.$1.9M22026-06-30
Hartmann Taylor Wealth Management, LLC$1.9M12026-06-30
Copperleaf Capital, LLC$1.9M42025-09-30
Pioneer Wealth Management Group$1.9M112026-06-30
Settanni Financial LLC$1.8M32026-06-30
Pillar Financial Advisors, LLC$1.8M42026-06-30

The 250 largest of 463 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30