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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,719
shares
|
$227,738
0.04% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,545
shares
|
$219,341
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
4,383
shares
|
$211,523
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$211,282
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,264
shares
|
$205,780
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,759
shares
|
$181,409
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
3,750
shares
|
$180,975
0.0% of portfolio
|
Q2 2025
Added 476.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,396
shares
|
$163,890
0.0% of portfolio
|
Q2 2025
Added 63.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,039
shares
|
$146,662
0.0% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
2,853
shares
|
$137,685
0.09% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,714
shares
|
$130,977
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,541
shares
|
$122,628
0.01% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,286
shares
|
$110,322
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,065
shares
|
$99,656
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,973
shares
|
$95,216
0.06% of portfolio
|
Q2 2025
Added 1361.48%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
1,839
shares
|
$88,750
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,687
shares
|
$81,414
0.01% of portfolio
|
Q2 2025
Added 29.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,673
shares
|
$80,738
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,665
shares
|
$80,352
0.0% of portfolio
|
Q2 2025
Reduced 79.21%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
930
shares
|
$44,881
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
860
shares
|
$41,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
856
shares
|
$41,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
817
shares
|
$39,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
740
shares
|
$35,712
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
729
shares
|
$35,181
0.01% of portfolio
|
Q2 2025
New holding
|