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 |
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
105,407
shares
|
$5.09 Million
3.17% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
105,288
shares
|
$5.08 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
105,237
shares
|
$5.08 Million
0.15% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
103,006
shares
|
$4.97 Million
2.95% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
102,700
shares
|
$4.96 Million
0.03% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
100,006
shares
|
$4.83 Million
3.27% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
99,067
shares
|
$4.78 Million
3.09% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
96,894
shares
|
$4.68 Million
0.68% of portfolio
|
Q2 2025
Added 95.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
96,715
shares
|
$4.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.59%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
94,773
shares
|
$4.57 Million
1.62% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
92,577
shares
|
$4.47 Million
2.13% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
91,243
shares
|
$4.4 Million
0.05% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
90,786
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
90,129
shares
|
$4.35 Million
2.96% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
88,974
shares
|
$4.29 Million
1.96% of portfolio
|
Q2 2025
Added 120.11%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
85,709
shares
|
$4.14 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
83,916
shares
|
$4.05 Million
2.97% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
82,363
shares
|
$3.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
81,610
shares
|
$3.94 Million
2.83% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
81,477
shares
|
$3.93 Million
0.04% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
80,175
shares
|
$3.87 Million
2.91% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
79,588
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Added 97.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
78,326
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.4%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
78,049
shares
|
$3.77 Million
3.07% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
77,383
shares
|
$3.73 Million
0.19% of portfolio
|
Q2 2025
New holding
|