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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
15,526
shares
|
$749,284
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
15,085
shares
|
$728,002
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
14,880
shares
|
$718,108
0.43% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
14,867
shares
|
$717,481
0.51% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
14,582
shares
|
$703,727
0.32% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,079
shares
|
$679,452
0.02% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
13,922
shares
|
$671,875
0.35% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
13,813
shares
|
$666,615
0.56% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,500
shares
|
$651,510
0.42% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
13,411
shares
|
$647,214
0.16% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
13,299
shares
|
$641,809
0.23% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
13,278
shares
|
$640,796
0.25% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
13,132
shares
|
$633,750
0.18% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,691
shares
|
$612,467
0.06% of portfolio
|
Q3 2022
Added 116.72%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
12,602
shares
|
$608,172
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,285
shares
|
$592,874
0.24% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,183
shares
|
$587,951
0.16% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
11,551
shares
|
$557,451
0.03% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
11,549
shares
|
$557,354
0.02% of portfolio
|
Q2 2025
Reduced 90.07%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,487
shares
|
$554,362
0.02% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,159
shares
|
$538,533
0.01% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
10,760
shares
|
$519,277
0.34% of portfolio
|
Q2 2025
Added 84.88%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
10,216
shares
|
$493,024
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
10,204
shares
|
$492,445
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
10,121
shares
|
$488,439
0.27% of portfolio
|
Q2 2025
Reduced 6.43%
|