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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20,551
shares
|
$985,831
0.3% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
20,248
shares
|
$971,296
0.1% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
19,301
shares
|
$925,868
0.25% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
18,620
shares
|
$893,201
0.72% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
17,886
shares
|
$857,991
0.32% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
17,866
shares
|
$857,032
0.83% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
17,832
shares
|
$855,401
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
17,819
shares
|
$854,777
0.7% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,668
shares
|
$847,533
1.51% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
17,337
shares
|
$831,655
0.32% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
16,898
shares
|
$810,597
0.33% of portfolio
|
Q4 2024
Added 90.55%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
16,297
shares
|
$781,767
0.69% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,247
shares
|
$779,368
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
15,958
shares
|
$765,505
0.56% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
15,753
shares
|
$755,671
0.07% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,712
shares
|
$753,704
0.02% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
15,325
shares
|
$735,140
0.72% of portfolio
|
Q1 2025
Reduced 91.14%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
15,323
shares
|
$735,044
0.52% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
15,085
shares
|
$723,627
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
14,880
shares
|
$713,793
0.43% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
14,571
shares
|
$698,970
0.59% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
14,353
shares
|
$688,513
0.35% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
13,511
shares
|
$648,122
0.39% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
13,411
shares
|
$643,325
0.16% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
13,132
shares
|
$629,942
0.18% of portfolio
|
Q2 2025
Added 38.61%
|