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 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
125,985
shares
|
$6.07 Million
5.32% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
123,947
shares
|
$5.97 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
122,148
shares
|
$5.89 Million
1.92% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
120,348
shares
|
$5.8 Million
0.74% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
119,730
shares
|
$5.77 Million
0.36% of portfolio
|
Q3 2025
Added 936.71%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
118,153
shares
|
$5.69 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
118,145
shares
|
$5.69 Million
3.04% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
116,362
shares
|
$5.61 Million
3.16% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
115,615
shares
|
$5.57 Million
0.05% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
113,978
shares
|
$5.49 Million
2.88% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
113,640
shares
|
$5.48 Million
2.43% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
113,388
shares
|
$5.47 Million
3.32% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
113,134
shares
|
$5.45 Million
3.45% of portfolio
|
Q3 2025
Added 25.52%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
112,756
shares
|
$5.43 Million
0.52% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
112,273
shares
|
$5.41 Million
2.28% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
110,616
shares
|
$5.33 Million
2.17% of portfolio
|
Q3 2025
Added 24.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
109,744
shares
|
$5.29 Million
0.15% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
108,054
shares
|
$5.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
106,670
shares
|
$5.14 Million
0.74% of portfolio
|
Q3 2025
Added 43.83%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
104,628
shares
|
$5.04 Million
2.97% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
102,033
shares
|
$4.92 Million
0.13% of portfolio
|
Q3 2025
Added 83.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
101,882
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
98,938
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
98,653
shares
|
$4.76 Million
1.51% of portfolio
|
Q3 2025
Added 54.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
98,097
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2025
Added 8.05%
|
|