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 |
|---|---|---|---|---|---|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
31,519
shares
|
$1.51 Million
1.24% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
31,428
shares
|
$1.51 Million
1.14% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
30,913
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
30,909
shares
|
$1.48 Million
0.7% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
30,886
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
30,430
shares
|
$1.46 Million
0.62% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,514
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
28,339
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
26,748
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
26,296
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 31.22%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
26,115
shares
|
$1.25 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
25,911
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
24,857
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
24,490
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Added 12789.47%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
24,355
shares
|
$1.17 Million
0.53% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
23,938
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
23,467
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
23,193
shares
|
$1.11 Million
0.76% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
22,365
shares
|
$1.07 Million
0.72% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
22,363
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
21,885
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,772
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
21,622
shares
|
$1.04 Million
0.8% of portfolio
|
Q2 2025
Reduced 46.69%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
21,395
shares
|
$1.03 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,030
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Added 0.45%
|