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 358 institutions that hold shares in the stock, with a total of 70.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,483,685
shares
|
$167 Million
2.69% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,396,458
shares
|
$163 Million
4.64% of portfolio
|
Q2 2025
Added 26.06%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,033,652
shares
|
$145 Million
1.09% of portfolio
|
Q1 2025
Added 31.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,917,879
shares
|
$140 Million
1.73% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,635,580
shares
|
$126 Million
11.4% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,265,253
shares
|
$109 Million
17.94% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$99.6 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,898,104
shares
|
$91 Million
13.86% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,770,257
shares
|
$84.9 Million
0.12% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,477,213
shares
|
$70.8 Million
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,318,522
shares
|
$63.2 Million
5.06% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,275,121
shares
|
$61.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,242,440
shares
|
$59.6 Million
7.76% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,156,115
shares
|
$55.4 Million
10.07% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,085,893
shares
|
$52.1 Million
5.5% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,049,444
shares
|
$50.3 Million
10.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
967,975
shares
|
$46.4 Million
0.07% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
927,418
shares
|
$44.5 Million
9.37% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
918,398
shares
|
$44 Million
10.45% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
891,971
shares
|
$42.8 Million
13.26% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
825,569
shares
|
$39.6 Million
5.04% of portfolio
|
Q1 2025
Added 46.39%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
744,424
shares
|
$35.7 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
701,192
shares
|
$33.6 Million
0.31% of portfolio
|
Q2 2025
Added 54.56%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
691,752
shares
|
$33.2 Million
8.12% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.5 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|