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 |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
46,257
shares
|
$2.23 Million
0.88% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
46,120
shares
|
$2.22 Million
0.29% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
45,282
shares
|
$2.18 Million
0.96% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,722
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2023
Added 12.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44,536
shares
|
$2.15 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
44,065
shares
|
$2.12 Million
1.52% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
42,178
shares
|
$2.03 Million
0.48% of portfolio
|
Q3 2025
Added 24.31%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
41,513
shares
|
$2 Million
0.53% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
40,569
shares
|
$1.96 Million
1.23% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
40,484
shares
|
$1.95 Million
3.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
39,453
shares
|
$1.9 Million
1.04% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
39,138
shares
|
$1.89 Million
0.91% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
39,109
shares
|
$1.89 Million
1.09% of portfolio
|
Q3 2025
Added 68.62%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
38,833
shares
|
$1.87 Million
1.37% of portfolio
|
Q3 2025
Added 23.22%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
38,822
shares
|
$1.87 Million
1.12% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
38,148
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2025
Added 38.52%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
36,944
shares
|
$1.78 Million
1.55% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
35,665
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
35,480
shares
|
$1.71 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
34,668
shares
|
$1.67 Million
0.89% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34,558
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 93.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,230
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2025
Added 62.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
33,886
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
33,854
shares
|
$1.63 Million
0.71% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
32,853
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|