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 369 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,896,787
shares
|
$188 Million
2.67% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,660,989
shares
|
$177 Million
1.15% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,396,458
shares
|
$164 Million
4.64% of portfolio
|
Q2 2025
Added 26.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,068,288
shares
|
$148 Million
1.76% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,581,436
shares
|
$125 Million
10.42% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
2,325,952
shares
|
$112 Million
17.31% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
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
|
Jul 31, 2025 Q2 2025 |
1,938,383
shares
|
$93.5 Million
0.03% of portfolio
|
Q2 2025
Added 31.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,898,104
shares
|
$91.6 Million
13.86% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,702,184
shares
|
$82.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,356,806
shares
|
$65.5 Million
4.93% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,279,350
shares
|
$61.7 Million
0.15% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,242,440
shares
|
$60 Million
7.76% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,192,294
shares
|
$57.5 Million
5.53% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,156,115
shares
|
$55.8 Million
10.07% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,024,444
shares
|
$49.4 Million
8.87% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,019,698
shares
|
$49.2 Million
0.06% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
959,885
shares
|
$46.3 Million
10.19% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
956,818
shares
|
$46.2 Million
8.98% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
933,135
shares
|
$45 Million
5.26% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
929,564
shares
|
$44.9 Million
13.24% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
891,335
shares
|
$43 Million
8.98% of portfolio
|
Q2 2025
Added 28.85%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
760,536
shares
|
$36.7 Million
16.0% of portfolio
|
Q2 2025
Added 192929.44%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
744,424
shares
|
$35.9 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
701,192
shares
|
$33.8 Million
0.31% of portfolio
|
Q2 2025
Added 54.56%
|