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 339 institutions that hold shares in the stock, with a total of 68.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
84,211
shares
|
$4.02 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
83,926
shares
|
$4 Million
0.02% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
80,635
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
80,175
shares
|
$3.83 Million
2.91% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
80,114
shares
|
$3.82 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
77,217
shares
|
$3.68 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
76,208
shares
|
$3.64 Million
3.44% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
75,929
shares
|
$3.62 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
75,087
shares
|
$3.58 Million
1.4% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
74,302
shares
|
$3.55 Million
1.59% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
69,714
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
67,977
shares
|
$3.24 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
66,774
shares
|
$3.19 Million
1.87% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
66,690
shares
|
$3.18 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
66,292
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
62,843
shares
|
$3 Million
0.13% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
62,540
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
61,465
shares
|
$2.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
59,488
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
58,814
shares
|
$2.81 Million
2.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
58,203
shares
|
$2.78 Million
1.32% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
56,470
shares
|
$2.69 Million
1.29% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
56,434
shares
|
$2.69 Million
0.23% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
56,415
shares
|
$2.69 Million
2.4% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
56,100
shares
|
$2.68 Million
0.91% of portfolio
|
Q1 2025
Added 13.23%
|