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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,815
shares
|
$278,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,701
shares
|
$273,476
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,664
shares
|
$271,702
0.02% of portfolio
|
Q1 2025
Reduced 38.11%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
5,375
shares
|
$257,838
0.06% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
5,323
shares
|
$255,344
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,318
shares
|
$255,104
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,276
shares
|
$253,089
0.02% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
5,273
shares
|
$252,945
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
5,219
shares
|
$250,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,961
shares
|
$237,979
0.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
4,910
shares
|
$235,532
0.02% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,855
shares
|
$232,894
0.0% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,833
shares
|
$231,839
0.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,757
shares
|
$228,193
0.01% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,545
shares
|
$218,023
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
4,279
shares
|
$205,263
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,264
shares
|
$204,544
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,260
shares
|
$204,352
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,795
shares
|
$182,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,759
shares
|
$180,319
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
3,065
shares
|
$147,028
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,877
shares
|
$138,009
0.0% of portfolio
|
Q1 2025
Reduced 95.12%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
2,822
shares
|
$135,371
0.1% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,714
shares
|
$130,190
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,541
shares
|
$121,891
0.01% of portfolio
|
Q2 2025
Added 6.05%
|