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 |
|---|---|---|---|---|---|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
216,391
shares
|
$10.4 Million
5.92% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
212,183
shares
|
$10.2 Million
0.2% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
204,306
shares
|
$9.79 Million
5.54% of portfolio
|
Q1 2025
Added 81.9%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
204,171
shares
|
$9.79 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
197,003
shares
|
$9.44 Million
3.75% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
185,156
shares
|
$8.88 Million
5.18% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
184,827
shares
|
$8.86 Million
4.64% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
179,989
shares
|
$8.63 Million
2.62% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
173,709
shares
|
$8.33 Million
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
170,356
shares
|
$8.17 Million
2.56% of portfolio
|
Q1 2025
Added 50.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
168,928
shares
|
$8.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
167,760
shares
|
$8.04 Million
3.68% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
164,954
shares
|
$7.91 Million
3.51% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
164,909
shares
|
$7.91 Million
3.33% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
164,761
shares
|
$7.9 Million
1.31% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
162,174
shares
|
$7.77 Million
3.12% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
161,394
shares
|
$7.74 Million
2.29% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
157,584
shares
|
$7.55 Million
1.01% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
155,482
shares
|
$7.45 Million
0.14% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
155,234
shares
|
$7.44 Million
3.64% of portfolio
|
Q2 2025
Added 45.79%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
151,785
shares
|
$7.28 Million
2.63% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
150,248
shares
|
$7.2 Million
1.76% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
148,626
shares
|
$7.13 Million
0.25% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
147,859
shares
|
$7.09 Million
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
146,213
shares
|
$7.01 Million
3.57% of portfolio
|
Q2 2025
Added 8.18%
|