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 84.9 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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
655,001
shares
|
$31.6 Million
2.85% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
626,433
shares
|
$30.2 Million
3.92% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
622,332
shares
|
$30 Million
1.45% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.7 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
613,501
shares
|
$29.6 Million
16.18% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
599,073
shares
|
$28.9 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
579,543
shares
|
$27.9 Million
6.97% of portfolio
|
Q4 2025
Added 22.65%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
562,163
shares
|
$27.1 Million
5.94% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
526,286
shares
|
$25.4 Million
11.77% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
523,063
shares
|
$25.2 Million
12.2% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$25 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
517,783
shares
|
$25 Million
16.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
512,776
shares
|
$24.7 Million
10.05% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
484,566
shares
|
$23.4 Million
0.0% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
449,419
shares
|
$21.7 Million
2.23% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
433,982
shares
|
$20.9 Million
0.98% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
431,825
shares
|
$20.8 Million
4.79% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
424,326
shares
|
$20.5 Million
5.61% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
407,146
shares
|
$19.6 Million
3.03% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
404,743
shares
|
$19.5 Million
3.27% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
391,336
shares
|
$18.9 Million
10.78% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
383,079
shares
|
$18.5 Million
13.58% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
381,829
shares
|
$18.4 Million
4.02% of portfolio
|
Q3 2025
Added 75.64%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
375,593
shares
|
$18.1 Million
7.68% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
360,829
shares
|
$17.4 Million
12.9% of portfolio
|
Q2 2025
Added 3.53%
|
|