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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
35,769
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
35,342
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,168
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
34,558
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 93.8%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
33,931
shares
|
$1.64 Million
0.42% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
33,458
shares
|
$1.61 Million
0.95% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
33,431
shares
|
$1.61 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
32,946
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
32,471
shares
|
$1.57 Million
0.67% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
32,274
shares
|
$1.56 Million
0.98% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
31,516
shares
|
$1.52 Million
1.08% of portfolio
|
Q2 2025
Added 69.26%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
30,909
shares
|
$1.49 Million
0.7% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
30,006
shares
|
$1.45 Million
0.49% of portfolio
|
Q2 2025
Added 413.27%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
29,800
shares
|
$1.44 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
28,936
shares
|
$1.4 Million
0.95% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
28,860
shares
|
$1.39 Million
0.75% of portfolio
|
Q2 2025
Reduced 66.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
27,835
shares
|
$1.34 Million
0.54% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
27,539
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
26,618
shares
|
$1.28 Million
0.68% of portfolio
|
Q2 2025
Reduced 36.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
26,296
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 31.22%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
26,115
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
25,911
shares
|
$1.25 Million
0.35% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
25,425
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
24,857
shares
|
$1.2 Million
0.55% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
24,490
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 127.04%
|