Institutional shares held 88.1 Million
0 calls
0 puts
Total value of holdings $4.24B
$0 calls
$0 puts
# of Institutions 394


Latest Institutional Activity in DFSD

Top Purchases

Q4 2025
Apella Capital, LLC Shares Held: 4.51M ($217M)
Q4 2025
Wolfstich Capital, LLC Shares Held: 458K ($22.1M)
Q4 2025
Guardian Wealth Management, LLC Shares Held: 406K ($19.6M)
Q4 2025
Hbe Wealth Management, LLC Shares Held: 184K ($8.87M)
Q4 2025
Great Waters Wealth Management Shares Held: 1.56M ($75.2M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 170K ($8.18M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 274K ($13.2M)
Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 284K ($13.7M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 22K ($1.06M)
Q4 2025
Assetmark, Inc Shares Held: 1.22M ($58.8M)

About DFSD

Track Institutional and Insider Activities on DFSD

Follow DIMENSIONAL ETF TR SHORT DURAT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFSD shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr Short Durat insider buys or sells DFSD shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR SHORT DURAT

Track Activities on DFSD