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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
9,741
shares
|
$470,100
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
9,688
shares
|
$467,542
0.24% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,151
shares
|
$441,627
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,095
shares
|
$438,924
0.02% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,022
shares
|
$435,401
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
9,002
shares
|
$434,436
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,754
shares
|
$422,468
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,633
shares
|
$416,628
0.0% of portfolio
|
Q2 2025
Added 200.07%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
8,570
shares
|
$413,588
0.26% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,510
shares
|
$410,692
0.0% of portfolio
|
Q1 2025
Added 88.9%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
8,490
shares
|
$409,727
0.09% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
8,253
shares
|
$398,289
0.13% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
8,154
shares
|
$393,512
0.23% of portfolio
|
Q2 2025
Added 37.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
8,122
shares
|
$391,967
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
7,935
shares
|
$382,943
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,933
shares
|
$382,846
0.14% of portfolio
|
Q2 2025
Added 68.68%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
7,925
shares
|
$382,460
0.4% of portfolio
|
Q2 2025
Reduced 48.29%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
7,897
shares
|
$381,109
0.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
7,855
shares
|
$379,082
0.28% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
7,329
shares
|
$353,697
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
7,261
shares
|
$350,415
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
7,029
shares
|
$339,219
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,901
shares
|
$333,042
0.0% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
6,843
shares
|
$330,243
0.22% of portfolio
|
Q2 2025
Reduced 69.4%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,665
shares
|
$321,652
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|