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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
12,866
shares
|
$617,182
0.02% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,862
shares
|
$616,990
0.2% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,691
shares
|
$608,787
0.06% of portfolio
|
Q3 2022
Added 116.72%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
12,602
shares
|
$604,517
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,285
shares
|
$589,311
0.24% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,183
shares
|
$584,418
0.16% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
11,745
shares
|
$563,407
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
11,549
shares
|
$554,005
0.02% of portfolio
|
Q2 2025
Reduced 90.07%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
11,311
shares
|
$542,588
0.1% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
11,231
shares
|
$538,751
0.03% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
10,932
shares
|
$524,408
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
10,816
shares
|
$518,843
0.32% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,814
shares
|
$518,747
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
10,216
shares
|
$490,061
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,204
shares
|
$489,485
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
10,015
shares
|
$480,419
0.11% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
9,961
shares
|
$477,829
0.26% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,718
shares
|
$466,172
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,491
shares
|
$455,283
0.01% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
9,320
shares
|
$447,080
0.28% of portfolio
|
Q1 2025
Added 81.82%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,151
shares
|
$438,973
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,022
shares
|
$432,785
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
9,002
shares
|
$431,825
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,754
shares
|
$419,929
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
8,570
shares
|
$411,102
0.26% of portfolio
|
Q3 2023
Reduced 25.0%
|