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 388 institutions that hold shares in the stock, with a total of 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 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
|
$990,558
0.3% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,270
shares
|
$977,014
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
20,039
shares
|
$965,879
0.08% of portfolio
|
Q3 2025
Added 298.47%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
18,934
shares
|
$912,618
1.48% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
18,456
shares
|
$889,579
0.68% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
17,866
shares
|
$861,141
0.83% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
17,857
shares
|
$860,707
0.02% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
17,547
shares
|
$845,765
0.29% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,231
shares
|
$830,534
0.01% of portfolio
|
Q3 2025
Added 96.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,936
shares
|
$816,315
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
16,914
shares
|
$815,254
0.69% of portfolio
|
Q3 2025
Added 157.76%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
16,898
shares
|
$814,483
0.32% of portfolio
|
Q4 2024
Added 90.55%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,874
shares
|
$813,326
0.02% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
16,478
shares
|
$794,239
0.06% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
16,414
shares
|
$791,154
0.61% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
16,288
shares
|
$785,081
0.53% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
15,928
shares
|
$767,729
0.55% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
15,647
shares
|
$754,185
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
15,234
shares
|
$734,278
0.03% of portfolio
|
Q3 2025
Added 49.12%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
15,085
shares
|
$727,097
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
15,059
shares
|
$725,843
0.07% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
14,867
shares
|
$716,589
0.52% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
14,687
shares
|
$707,913
0.18% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
14,532
shares
|
$700,442
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
14,228
shares
|
$685,789
0.37% of portfolio
|
Q3 2025
Reduced 19.31%
|
|