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 |
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
153,217
shares
|
$7.39 Million
1.8% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
151,836
shares
|
$7.33 Million
3.23% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
150,248
shares
|
$7.25 Million
1.76% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
149,506
shares
|
$7.22 Million
0.28% of portfolio
|
Q2 2025
Added 34.52%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
148,489
shares
|
$7.17 Million
1.24% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
146,213
shares
|
$7.06 Million
3.57% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
143,670
shares
|
$6.93 Million
1.21% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
140,441
shares
|
$6.78 Million
2.17% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
140,038
shares
|
$6.76 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
139,889
shares
|
$6.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.08%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
137,281
shares
|
$6.63 Million
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
137,161
shares
|
$6.62 Million
3.26% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
134,630
shares
|
$6.5 Million
2.84% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
134,581
shares
|
$6.49 Million
4.98% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
132,101
shares
|
$6.38 Million
2.74% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
131,198
shares
|
$6.33 Million
1.17% of portfolio
|
Q2 2025
Added 258.84%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
127,592
shares
|
$6.16 Million
3.98% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
127,165
shares
|
$6.14 Million
3.21% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
123,815
shares
|
$5.98 Million
5.45% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
118,755
shares
|
$5.73 Million
1.93% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
115,006
shares
|
$5.55 Million
0.02% of portfolio
|
Q2 2025
Added 43.55%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
110,298
shares
|
$5.32 Million
0.54% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
109,915
shares
|
$5.3 Million
1.96% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
108,856
shares
|
$5.25 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
107,297
shares
|
$5.18 Million
3.28% of portfolio
|
Q2 2025
Added 32.77%
|