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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8,510
shares
|
$408,224
0.0% of portfolio
|
Q1 2025
Added 88.9%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
8,253
shares
|
$395,896
0.13% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
8,122
shares
|
$389,612
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,010
shares
|
$384,239
0.02% of portfolio
|
Q1 2025
Added 850.18%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,933
shares
|
$380,546
0.14% of portfolio
|
Q2 2025
Added 68.68%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
7,897
shares
|
$378,819
0.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
7,855
shares
|
$376,804
0.28% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,561
shares
|
$362,701
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
7,329
shares
|
$351,572
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
7,260
shares
|
$348,262
0.16% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,062
shares
|
$338,764
0.03% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,901
shares
|
$331,040
0.0% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
6,856
shares
|
$328,882
0.01% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,800
shares
|
$326,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
6,562
shares
|
$314,779
0.28% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
6,545
shares
|
$313,963
0.19% of portfolio
|
Q1 2025
Added 50.88%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
6,500
shares
|
$311,805
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,279
shares
|
$301,203
0.0% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
6,244
shares
|
$299,524
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
5,951
shares
|
$285,469
0.2% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,924
shares
|
$284,174
0.01% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
5,849
shares
|
$280,576
0.14% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
5,846
shares
|
$280,432
0.1% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
5,831
shares
|
$279,713
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
5,820
shares
|
$279,185
0.22% of portfolio
|
Q1 2025
New holding
|