13F Insight
DOSSIER · 13F Holders · Q4 2025Inflation hedgeYield
DFSD

DIMENSIONAL ETF TRUST SHORT DU

446 institutions still hold DIMENSIONAL ETF TRUST SHORT DU as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434v864·446 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 6.9%
vs prior quarter
13F value held
$2.5B
51.0% inst. owned
of float
Holders
446
+70 QoQ
filers reporting
Activity
+99 / −85
+958 added · −761 reduced
this quarter
Concentration
10.34%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

446 institutions reported DFSD in Q4 2025. Focus Partners Wealth leads at 10.3% of the visible book. +70 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$261M5.4M0.30%Q4 202502
Apella Capital, LLC
CIK 0001801507
$253M5.2M3.75%Q1 202603
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$245M5.1M2.47%Q1 202604
Savant Capital, LLC
CIK 0001482880
$187M3.9M0.90%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$177M3.7M1.73%Q1 202606
Beaird Harris Wealth Management, LLC
CIK 0001908938
$149M3.1M10.12%Q1 202607
Root Financial Partners, LLC
CIK 0001977181
$143M3.0M6.62%Q1 202608
Planning Center, Inc.
CIK 0001910966
$134M2.8M13.62%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$116M2.4M0.03%Q1 202610
Vise Technologies, Inc.
CIK 0001812090
$109M2.3M2.14%Q1 202611
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$98M2.0M10.53%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$94M2.0M0.10%Q1 202613
Great Waters Wealth Management
CIK 0001964535
$85M1.8M9.04%Q1 202614
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$82M1.7M5.95%Q1 202615
Wealthquest Corp
CIK 0001632968
$72M1.5M2.63%Q1 202616
Rachor Investment Advisory Services, LLC
CIK 0002008792
$70M1.5M36.55%Q1 202617
Diversified Portfolios, Inc.
CIK 0001634212
$64M1.3M5.26%Q1 202618
Rather & Kittrell, Inc.
CIK 0001582112
$64M1.3M9.84%Q1 202619
McIlrath & Eck, LLC
CIK 0001701714
$62M1.3M4.60%Q1 202620
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$60M1.2M9.40%Q1 2026
Page 1 of 23
426 more holders available. Log in →