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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
63,864
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
63,604
shares
|
$3.07 Million
0.99% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
62,869
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
62,058
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
61,805
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Added 71.73%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
61,372
shares
|
$2.96 Million
0.83% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
59,792
shares
|
$2.88 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
58,774
shares
|
$2.83 Million
0.67% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
58,599
shares
|
$2.82 Million
0.11% of portfolio
|
Q3 2025
Added 26.54%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
57,733
shares
|
$2.78 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
57,733
shares
|
$2.78 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
56,927
shares
|
$2.74 Million
0.98% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
56,504
shares
|
$2.72 Million
1.23% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
56,470
shares
|
$2.72 Million
1.29% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
54,416
shares
|
$2.62 Million
0.85% of portfolio
|
Q3 2025
Added 585.94%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
54,303
shares
|
$2.62 Million
0.62% of portfolio
|
Q3 2025
Added 80.97%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
54,106
shares
|
$2.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
53,835
shares
|
$2.59 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
52,538
shares
|
$2.53 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
51,590
shares
|
$2.49 Million
0.96% of portfolio
|
Q3 2025
Added 58.88%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
50,342
shares
|
$2.43 Million
0.46% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
49,338
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
48,713
shares
|
$2.35 Million
0.38% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
48,055
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
47,186
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2025
Added 9.72%
|
|