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 |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
354,695
shares
|
$17.1 Million
10.79% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
353,618
shares
|
$17.1 Million
13.58% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
342,569
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Added 191.38%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
340,839
shares
|
$16.4 Million
7.76% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
314,963
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
314,651
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
307,781
shares
|
$14.9 Million
6.64% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
293,785
shares
|
$14.2 Million
10.06% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
290,834
shares
|
$14 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
285,866
shares
|
$13.8 Million
5.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
285,564
shares
|
$13.8 Million
2.65% of portfolio
|
Q2 2025
Added 82.97%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
280,649
shares
|
$13.5 Million
2.57% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
272,942
shares
|
$13.2 Million
3.71% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
271,412
shares
|
$13.1 Million
4.64% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
268,192
shares
|
$12.9 Million
3.52% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
264,427
shares
|
$12.8 Million
5.6% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,249
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2023
Reduced 89.06%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
263,924
shares
|
$12.7 Million
8.48% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
248,180
shares
|
$12 Million
0.38% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
245,823
shares
|
$11.9 Million
5.82% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
242,127
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.99%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
236,529
shares
|
$11.4 Million
2.39% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
218,777
shares
|
$10.6 Million
5.58% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
217,398
shares
|
$10.5 Million
2.55% of portfolio
|
Q2 2025
Added 63.25%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
216,923
shares
|
$10.5 Million
3.66% of portfolio
|
Q2 2025
Added 10.11%
|