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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
96,894
shares
|
$4.65 Million
0.13% of portfolio
|
Q1 2025
Reduced 79.72%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
95,124
shares
|
$4.56 Million
1.82% of portfolio
|
Q1 2025
Reduced 97.72%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
94,773
shares
|
$4.54 Million
1.62% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
92,879
shares
|
$4.45 Million
3.22% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
91,774
shares
|
$4.4 Million
0.03% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
90,129
shares
|
$4.32 Million
2.96% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
88,516
shares
|
$4.24 Million
3.28% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
87,320
shares
|
$4.19 Million
2.09% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
85,709
shares
|
$4.11 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
84,211
shares
|
$4.04 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
82,680
shares
|
$3.96 Million
3.15% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
81,477
shares
|
$3.91 Million
0.04% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
80,635
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
80,175
shares
|
$3.84 Million
2.91% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
80,114
shares
|
$3.84 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
80,062
shares
|
$3.84 Million
3.04% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
76,275
shares
|
$3.66 Million
0.04% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
76,208
shares
|
$3.65 Million
3.44% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
75,251
shares
|
$3.61 Million
1.99% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
74,302
shares
|
$3.56 Million
1.59% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
72,088
shares
|
$3.46 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
70,074
shares
|
$3.36 Million
0.35% of portfolio
|
Q1 2025
Added 237.75%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
69,337
shares
|
$3.32 Million
1.13% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
68,576
shares
|
$3.29 Million
2.52% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
63,855
shares
|
$3.06 Million
1.11% of portfolio
|
Q2 2025
Added 5.18%
|