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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
144,810
shares
|
$6.94 Million
1.33% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
144,574
shares
|
$6.93 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
143,670
shares
|
$6.89 Million
1.21% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
143,641
shares
|
$6.89 Million
2.3% of portfolio
|
Q1 2025
Added 30.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
141,527
shares
|
$6.78 Million
0.6% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
140,878
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2025
Added 290.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
137,281
shares
|
$6.58 Million
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
137,161
shares
|
$6.58 Million
3.26% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
134,581
shares
|
$6.45 Million
4.98% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
131,198
shares
|
$6.29 Million
1.17% of portfolio
|
Q2 2025
Added 258.84%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
127,563
shares
|
$6.12 Million
3.05% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
127,404
shares
|
$6.11 Million
4.38% of portfolio
|
Q1 2025
Added 116.62%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
127,165
shares
|
$6.1 Million
3.21% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
121,914
shares
|
$5.84 Million
5.79% of portfolio
|
Q1 2025
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
120,489
shares
|
$5.78 Million
2.75% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
118,755
shares
|
$5.69 Million
1.93% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
117,567
shares
|
$5.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
111,137
shares
|
$5.33 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
110,328
shares
|
$5.29 Million
2.5% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
109,536
shares
|
$5.25 Million
2.6% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
107,297
shares
|
$5.14 Million
3.28% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
105,507
shares
|
$5.06 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
105,288
shares
|
$5.05 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
103,006
shares
|
$4.94 Million
2.95% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
101,075
shares
|
$4.85 Million
0.16% of portfolio
|
Q1 2025
Added 19.31%
|