Institutional Ownership Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD). We have compiled data on the 388 institutions that hold shares in the stock, with a total of 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,061,981
shares
|
$244 Million
2.96% of portfolio
|
Q3 2025
Added 29.9%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,154,417
shares
|
$200 Million
1.12% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,002,899
shares
|
$193 Million
4.51% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,235,923
shares
|
$156 Million
1.75% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,956,759
shares
|
$143 Million
11.13% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
2,423,538
shares
|
$117 Million
17.17% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$100 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,048,290
shares
|
$98.7 Million
0.03% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,948,094
shares
|
$93.9 Million
13.47% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,857,715
shares
|
$89.5 Million
5.52% of portfolio
|
Q3 2025
Added 55.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,783,824
shares
|
$86 Million
0.1% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,528,742
shares
|
$73.7 Million
5.1% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
1,411,705
shares
|
$68 Million
8.04% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,246,037
shares
|
$60.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
1,182,022
shares
|
$57 Million
9.95% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
1,129,183
shares
|
$54.4 Million
6.01% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,087,780
shares
|
$52.4 Million
0.07% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
1,085,636
shares
|
$52.3 Million
8.55% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
1,056,210
shares
|
$50.9 Million
10.04% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
971,096
shares
|
$46.8 Million
13.1% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
959,102
shares
|
$46.2 Million
8.45% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
916,795
shares
|
$44.2 Million
6.03% of portfolio
|
Q3 2025
Added 40.76%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
903,284
shares
|
$43.5 Million
8.17% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
811,727
shares
|
$39.1 Million
16.05% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
737,272
shares
|
$35.5 Million
0.28% of portfolio
|
Q3 2025
Added 5.15%
|
|