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 |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
348,536
shares
|
$16.7 Million
13.86% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
340,839
shares
|
$16.3 Million
7.76% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
317,897
shares
|
$15.2 Million
0.19% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
307,781
shares
|
$14.8 Million
6.64% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
304,608
shares
|
$14.6 Million
0.03% of portfolio
|
Q1 2025
Added 78.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
304,093
shares
|
$14.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
295,888
shares
|
$14.2 Million
1.11% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
293,785
shares
|
$14.1 Million
10.06% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
285,866
shares
|
$13.7 Million
5.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
285,564
shares
|
$13.7 Million
2.65% of portfolio
|
Q2 2025
Added 82.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
283,579
shares
|
$13.6 Million
0.08% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
280,649
shares
|
$13.5 Million
2.57% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
276,324
shares
|
$13.2 Million
3.82% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
272,980
shares
|
$13.1 Million
0.37% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
266,740
shares
|
$12.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,249
shares
|
$12.7 Million
0.08% of portfolio
|
Q2 2023
Reduced 89.06%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
263,924
shares
|
$12.7 Million
8.48% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
256,502
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
255,921
shares
|
$12.3 Million
5.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
250,243
shares
|
$12 Million
5.86% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
248,180
shares
|
$11.9 Million
0.38% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
245,025
shares
|
$11.7 Million
3.58% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
222,279
shares
|
$10.7 Million
2.27% of portfolio
|
Q1 2025
Added 31.95%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
218,719
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
217,398
shares
|
$10.4 Million
2.55% of portfolio
|
Q2 2025
Added 63.25%
|