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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
62,928
shares
|
$3.02 Million
0.13% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
62,336
shares
|
$2.99 Million
1.6% of portfolio
|
Q2 2025
Reduced 88.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
59,681
shares
|
$2.86 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
59,206
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
58,203
shares
|
$2.79 Million
1.32% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
56,733
shares
|
$2.72 Million
0.66% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
56,470
shares
|
$2.71 Million
1.29% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
56,440
shares
|
$2.71 Million
1.32% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
56,252
shares
|
$2.7 Million
1.03% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
54,106
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
53,835
shares
|
$2.58 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
53,730
shares
|
$2.58 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
51,752
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 38.88%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
51,699
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
51,462
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 26.18%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
50,068
shares
|
$2.4 Million
0.77% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,850
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 178.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
49,617
shares
|
$2.38 Million
0.37% of portfolio
|
Q1 2025
Added 35.06%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
49,318
shares
|
$2.37 Million
1.03% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
49,004
shares
|
$2.35 Million
1.1% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
48,103
shares
|
$2.31 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
46,787
shares
|
$2.24 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
46,308
shares
|
$2.22 Million
0.1% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,722
shares
|
$2.15 Million
0.14% of portfolio
|
Q4 2023
Added 12.53%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
44,625
shares
|
$2.14 Million
1.0% of portfolio
|
Q2 2025
Added 10.35%
|