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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44,536
shares
|
$2.14 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
44,471
shares
|
$2.13 Million
1.08% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
44,055
shares
|
$2.11 Million
1.56% of portfolio
|
Q1 2025
Reduced 21.18%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
42,265
shares
|
$2.03 Million
1.69% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
41,814
shares
|
$2 Million
0.49% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
41,768
shares
|
$2 Million
3.5% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
41,689
shares
|
$2 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
40,423
shares
|
$1.94 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
40,240
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
38,872
shares
|
$1.86 Million
0.26% of portfolio
|
Q1 2025
Added 64.76%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
38,544
shares
|
$1.85 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
38,480
shares
|
$1.84 Million
0.31% of portfolio
|
Q1 2025
Added 416.23%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
38,230
shares
|
$1.83 Million
0.33% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
36,550
shares
|
$1.75 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
35,441
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 182.13%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
34,086
shares
|
$1.63 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
33,931
shares
|
$1.63 Million
0.42% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
33,814
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
33,667
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
33,458
shares
|
$1.6 Million
0.93% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,454
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
33,452
shares
|
$1.6 Million
0.43% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
32,823
shares
|
$1.57 Million
0.67% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
32,501
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
32,274
shares
|
$1.55 Million
0.98% of portfolio
|
Q2 2025
Reduced 3.31%
|