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 |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
49,318
shares
|
$2.38 Million
1.03% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
49,004
shares
|
$2.36 Million
1.1% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
48,103
shares
|
$2.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
47,883
shares
|
$2.31 Million
1.86% of portfolio
|
Q2 2025
Added 51.92%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
47,091
shares
|
$2.27 Million
0.49% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
46,787
shares
|
$2.26 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
46,331
shares
|
$2.24 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
46,308
shares
|
$2.23 Million
0.1% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,722
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2023
Added 12.53%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
44,625
shares
|
$2.15 Million
1.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44,536
shares
|
$2.15 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
44,471
shares
|
$2.15 Million
1.08% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
43,087
shares
|
$2.08 Million
1.43% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
43,005
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 83.88%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
42,265
shares
|
$2.04 Million
1.69% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
41,160
shares
|
$1.99 Million
0.37% of portfolio
|
Q2 2025
Added 53.88%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
41,123
shares
|
$1.98 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
39,952
shares
|
$1.93 Million
0.16% of portfolio
|
Q2 2025
Added 539.85%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
38,872
shares
|
$1.88 Million
0.26% of portfolio
|
Q1 2025
Added 64.76%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
38,544
shares
|
$1.86 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
37,340
shares
|
$1.8 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
36,411
shares
|
$1.76 Million
1.64% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
36,087
shares
|
$1.74 Million
1.01% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
35,989
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
35,904
shares
|
$1.73 Million
0.91% of portfolio
|
Q2 2025
Added 285.24%
|