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 370 institutions that hold shares in the stock, with a total of 75.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
23,193
shares
|
$1.12 Million
0.76% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
22,363
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,772
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
21,622
shares
|
$1.05 Million
0.8% of portfolio
|
Q2 2025
Reduced 46.69%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
21,393
shares
|
$1.03 Million
0.79% of portfolio
|
Q2 2025
Added 46.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
21,134
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,094
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,048
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 29.55%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20,551
shares
|
$994,051
0.3% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
20,525
shares
|
$992,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
19,875
shares
|
$961,353
0.16% of portfolio
|
Q2 2025
Added 75.71%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
19,301
shares
|
$933,589
0.25% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
18,793
shares
|
$909,017
0.03% of portfolio
|
Q2 2025
Added 174.11%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
18,076
shares
|
$874,336
0.02% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
17,886
shares
|
$865,145
0.32% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
17,866
shares
|
$864,178
0.83% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,668
shares
|
$854,601
1.51% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
16,898
shares
|
$817,356
0.33% of portfolio
|
Q4 2024
Added 90.55%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
16,432
shares
|
$794,815
0.01% of portfolio
|
Q2 2025
Reduced 29.98%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
16,380
shares
|
$792,300
0.07% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
16,297
shares
|
$788,285
0.69% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
16,275
shares
|
$787,221
0.57% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
15,926
shares
|
$770,340
0.54% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,712
shares
|
$759,989
0.02% of portfolio
|
Q2 2025
Added 18.06%
|