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 333 institutions that hold shares in the stock, with a total of 67.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,396
shares
|
$113,474
0.01% of portfolio
|
Q1 2025
Added 40.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,286
shares
|
$108,264
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,074
shares
|
$98,224
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
1,839
shares
|
$87,095
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,650
shares
|
$78,144
0.0% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,640
shares
|
$77,670
0.0% of portfolio
|
Q4 2024
Added 64.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,608
shares
|
$76,154
0.0% of portfolio
|
Q4 2024
Reduced 52.71%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,276
shares
|
$60,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,190
shares
|
$56,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
860
shares
|
$40,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
843
shares
|
$39,924
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
740
shares
|
$35,046
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
729
shares
|
$34,525
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
691
shares
|
$32,725
0.0% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
650
shares
|
$30,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
556
shares
|
$26,332
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
552
shares
|
$26,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
522
shares
|
$24,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
486
shares
|
$23,016
0.01% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
383
shares
|
$18,138
0.0% of portfolio
|
Q4 2024
Added 77.31%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
260
shares
|
$12,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
237
shares
|
$11,224
0.0% of portfolio
|
Q4 2024
Reduced 95.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
220
shares
|
$10,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
210
shares
|
$9,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
190
shares
|
$8,998
0.0% of portfolio
|
Q4 2024
New holding
|