CUSIP 25434V864SHORT DURATION FDFSDQ4 2025
Aggregate 13F value by quarter
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394 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 5.45M | $261.12M | +759.9K | Added |
| 2 | Apella Capital, LLC | 4.51M | $216.24M | +506.8K | Added |
| 3 | Savant Capital, LLC | 4.02M | $192.52M | −139.4K | Reduced |
| 4 | Onedigital Investment Advisors LLC | 3.56M | $170.58M |
| +321.5K |
| Added |
| 5 | Beaird Harris Wealth Management, LLC | 3.20M | $153.67M | +248.0K | Added |
| 6 | Planning Center, Inc. | 2.69M | $129.17M | +270.4K | Added |
| 7 | Root Financial Partners, LLC | 2.48M | $119.13M | +626.8K | Added |
| 8 | Vise Technologies, Inc. | 2.27M | $109.07M | +1.68M | Added |
| 9 | Envestnet Asset Management Inc | 2.26M | $108.56M | +215.7K | Added |
| 10 | Dinuzzo Private Wealth, Inc. | 2.04M | $97.99M | +95.5K | Added |
See every fund holding Dimensional ETF Trust, with full quarter-over-quarter share changes.
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