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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
579,464
shares
|
$27.8 Million
16.91% of portfolio
|
Q2 2025
Added 74.06%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
564,786
shares
|
$27.1 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
564,285
shares
|
$27.1 Million
4.5% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
557,941
shares
|
$26.7 Million
4.11% of portfolio
|
Q1 2025
Added 131.76%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
554,448
shares
|
$26.6 Million
6.06% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$24.9 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
518,413
shares
|
$24.9 Million
17.58% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
508,190
shares
|
$24.4 Million
13.73% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
498,728
shares
|
$23.9 Million
11.51% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
462,723
shares
|
$22.2 Million
6.35% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
446,583
shares
|
$21.4 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
430,243
shares
|
$20.6 Million
12.27% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
426,937
shares
|
$20.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
415,278
shares
|
$19.9 Million
0.0% of portfolio
|
Q1 2025
Added 181.05%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
393,778
shares
|
$18.9 Million
2.37% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
393,522
shares
|
$18.9 Million
1.36% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
391,429
shares
|
$18.8 Million
5.97% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
379,075
shares
|
$18.2 Million
3.34% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
377,959
shares
|
$18.1 Million
15.92% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
372,779
shares
|
$17.9 Million
3.16% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
368,967
shares
|
$17.7 Million
8.08% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
365,900
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
354,695
shares
|
$17 Million
10.79% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
351,693
shares
|
$16.9 Million
5.08% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
350,864
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 80.43%
|