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 369 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
213,359
shares
|
$10.3 Million
3.49% of portfolio
|
Q2 2025
Added 40.57%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
212,187
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
212,183
shares
|
$10.2 Million
0.2% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
212,121
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
210,743
shares
|
$10.2 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
210,743
shares
|
$10.2 Million
1.5% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
204,171
shares
|
$9.85 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
189,225
shares
|
$9.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 33.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
188,990
shares
|
$9.12 Million
0.07% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
185,796
shares
|
$8.97 Million
4.88% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
179,989
shares
|
$8.69 Million
2.62% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
173,709
shares
|
$8.38 Million
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
170,356
shares
|
$8.22 Million
2.56% of portfolio
|
Q1 2025
Added 50.16%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
167,760
shares
|
$8.1 Million
3.68% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
164,954
shares
|
$7.96 Million
3.51% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
164,909
shares
|
$7.96 Million
3.33% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
164,361
shares
|
$7.93 Million
2.09% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
162,919
shares
|
$7.86 Million
3.89% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
162,174
shares
|
$7.83 Million
3.12% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
160,230
shares
|
$7.73 Million
4.13% of portfolio
|
Q1 2025
Reduced 80.11%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
157,584
shares
|
$7.61 Million
1.01% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
156,277
shares
|
$7.54 Million
0.24% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
155,482
shares
|
$7.5 Million
0.14% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
155,266
shares
|
$7.49 Million
0.38% of portfolio
|
Q2 2025
Added 364.12%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
155,234
shares
|
$7.49 Million
3.64% of portfolio
|
Q2 2025
Added 45.79%
|