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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
75,908
shares
|
$3.66 Million
0.35% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
75,782
shares
|
$3.66 Million
0.14% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
74,162
shares
|
$3.58 Million
0.55% of portfolio
|
Q2 2025
Added 92.73%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
72,832
shares
|
$3.51 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
72,088
shares
|
$3.48 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
69,337
shares
|
$3.35 Million
1.13% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
68,576
shares
|
$3.31 Million
2.52% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
67,230
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
66,385
shares
|
$3.2 Million
0.07% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
63,855
shares
|
$3.08 Million
1.11% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
62,960
shares
|
$3.04 Million
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
62,336
shares
|
$3.01 Million
1.6% of portfolio
|
Q2 2025
Reduced 88.13%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
58,203
shares
|
$2.81 Million
1.21% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
58,177
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
58,109
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 63.96%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
56,733
shares
|
$2.74 Million
0.66% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
56,470
shares
|
$2.73 Million
1.29% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
56,440
shares
|
$2.72 Million
1.32% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
56,252
shares
|
$2.71 Million
1.03% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
55,133
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
54,106
shares
|
$2.61 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
53,835
shares
|
$2.6 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
53,730
shares
|
$2.59 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
52,429
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
50,068
shares
|
$2.42 Million
0.77% of portfolio
|
Q2 2025
Added 10.41%
|