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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
651,308
shares
|
$31.4 Million
4.82% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.7 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
605,612
shares
|
$29.2 Million
2.79% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
579,464
shares
|
$28 Million
16.91% of portfolio
|
Q2 2025
Added 74.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
573,500
shares
|
$27.7 Million
0.45% of portfolio
|
Q2 2025
Added 110.09%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
568,872
shares
|
$27.5 Million
3.95% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
564,786
shares
|
$27.3 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
554,448
shares
|
$26.8 Million
6.06% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$25.1 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
518,413
shares
|
$25 Million
17.58% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
502,666
shares
|
$24.3 Million
12.53% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
498,093
shares
|
$24 Million
10.56% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
481,515
shares
|
$23.2 Million
12.06% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
479,978
shares
|
$23.2 Million
1.42% of portfolio
|
Q2 2025
Added 21.97%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
462,723
shares
|
$22.3 Million
6.35% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
427,062
shares
|
$20.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
425,410
shares
|
$20.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
413,466
shares
|
$20 Million
2.32% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
411,727
shares
|
$19.9 Million
5.84% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
379,075
shares
|
$18.3 Million
3.34% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
375,453
shares
|
$18.1 Million
0.2% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
374,223
shares
|
$18.1 Million
4.76% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
372,779
shares
|
$18 Million
3.16% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
369,278
shares
|
$17.8 Million
7.53% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
360,829
shares
|
$17.4 Million
12.9% of portfolio
|
Q2 2025
Added 3.53%
|