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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,286
shares
|
$109,590
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,074
shares
|
$99,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,045
shares
|
$98,037
0.0% of portfolio
|
Q1 2025
Added 27.18%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,031
shares
|
$97,366
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,920
shares
|
$92,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
1,839
shares
|
$88,161
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,687
shares
|
$80,874
0.01% of portfolio
|
Q2 2025
Added 29.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,650
shares
|
$79,101
0.0% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
930
shares
|
$44,584
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
860
shares
|
$41,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
817
shares
|
$39,166
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
740
shares
|
$35,475
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
650
shares
|
$31,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
581
shares
|
$27,853
0.01% of portfolio
|
Q1 2025
Reduced 86.42%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
561
shares
|
$26,894
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
552
shares
|
$26,462
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
522
shares
|
$25,024
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
486
shares
|
$23,298
0.01% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
439
shares
|
$21,045
0.0% of portfolio
|
Q1 2025
Added 4777.78%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
394
shares
|
$18,888
13.58% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
383
shares
|
$18,361
0.0% of portfolio
|
Q4 2024
Added 77.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
308
shares
|
$14,765
0.0% of portfolio
|
Q1 2025
Reduced 92.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
249
shares
|
$11,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
199
shares
|
$9,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
142
shares
|
$6,807
0.01% of portfolio
|
Q1 2025
New holding
|