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 |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
6,562
shares
|
$316,682
0.28% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
6,500
shares
|
$313,690
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
6,145
shares
|
$296,557
0.14% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,924
shares
|
$285,892
0.01% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
5,849
shares
|
$282,272
0.13% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
5,847
shares
|
$282,176
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
5,831
shares
|
$281,404
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,815
shares
|
$280,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,701
shares
|
$275,130
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
5,625
shares
|
$271,462
0.04% of portfolio
|
Q2 2025
Reduced 52.11%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,465
shares
|
$263,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,395
shares
|
$260,362
0.0% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
5,375
shares
|
$259,397
0.05% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
5,323
shares
|
$256,887
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,318
shares
|
$256,646
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,276
shares
|
$254,619
0.02% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
5,212
shares
|
$251,531
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,179
shares
|
$249,938
0.01% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,118
shares
|
$246,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,029
shares
|
$242,699
0.02% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,961
shares
|
$239,417
0.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,955
shares
|
$239,128
0.01% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,861
shares
|
$234,591
0.0% of portfolio
|
Q2 2025
Added 1007.29%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,855
shares
|
$234,302
0.0% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,833
shares
|
$233,240
0.13% of portfolio
|
Q1 2025
Added 1.26%
|