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 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
97,890
shares
|
$4.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
97,062
shares
|
$4.68 Million
1.6% of portfolio
|
Q3 2025
Added 978.23%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
94,773
shares
|
$4.57 Million
1.62% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
93,829
shares
|
$4.52 Million
2.94% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
90,282
shares
|
$4.35 Million
2.96% of portfolio
|
Q3 2025
Added 31.65%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
85,738
shares
|
$4.13 Million
0.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
83,142
shares
|
$4.01 Million
2.9% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
81,610
shares
|
$3.93 Million
2.83% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
81,477
shares
|
$3.93 Million
0.04% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
80,175
shares
|
$3.86 Million
2.91% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
79,475
shares
|
$3.83 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
78,780
shares
|
$3.8 Million
2.79% of portfolio
|
Q3 2025
Added 64.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
77,205
shares
|
$3.72 Million
0.14% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
76,994
shares
|
$3.71 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
76,644
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Added 46.19%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
75,908
shares
|
$3.66 Million
0.35% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
72,812
shares
|
$3.51 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
70,110
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2025
Added 27.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
69,654
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
69,376
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2025
Added 521.7%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
69,337
shares
|
$3.34 Million
1.13% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
68,126
shares
|
$3.28 Million
1.41% of portfolio
|
Q3 2025
Added 39.02%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
67,985
shares
|
$3.28 Million
1.53% of portfolio
|
Q3 2025
Added 52.87%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
66,070
shares
|
$3.18 Million
0.07% of portfolio
|
Q3 2025
Added 86.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
64,056
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
Added 10.11%
|
|