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 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
351,132
shares
|
$16.9 Million
0.92% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
347,696
shares
|
$16.8 Million
7.41% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
346,841
shares
|
$16.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
342,665
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
335,261
shares
|
$16.2 Million
6.54% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
334,449
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
325,250
shares
|
$15.7 Million
6.75% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
323,233
shares
|
$15.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
317,094
shares
|
$15.3 Million
2.79% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
313,344
shares
|
$15.1 Million
0.32% of portfolio
|
Q3 2025
Reduced 45.36%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
311,773
shares
|
$15 Million
3.89% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
311,003
shares
|
$15 Million
1.85% of portfolio
|
Q3 2025
Added 97.36%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
310,500
shares
|
$15 Million
4.59% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
305,579
shares
|
$14.7 Million
6.66% of portfolio
|
Q3 2025
Added 122.79%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
299,204
shares
|
$14.4 Million
2.62% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
295,646
shares
|
$14.3 Million
9.4% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
291,592
shares
|
$14.1 Million
4.59% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
279,963
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
279,232
shares
|
$13.5 Million
3.36% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
278,326
shares
|
$13.4 Million
5.41% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
276,251
shares
|
$13.3 Million
8.32% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
269,993
shares
|
$13 Million
2.6% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
266,141
shares
|
$12.8 Million
4.11% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
264,457
shares
|
$12.7 Million
3.86% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
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%
|
|