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 391 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
31,080
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
30,579
shares
|
$1.47 Million
0.54% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
30,218
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
29,929
shares
|
$1.44 Million
0.16% of portfolio
|
Q4 2025
Added 2.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
29,521
shares
|
$1.42 Million
0.52% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
29,358
shares
|
$1.42 Million
1.51% of portfolio
|
Q3 2025
Reduced 45.36%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
29,153
shares
|
$1.41 Million
0.58% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
28,990
shares
|
$1.4 Million
0.31% of portfolio
|
Q3 2025
Added 265.34%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
28,419
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
27,496
shares
|
$1.33 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
27,331
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
27,163
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
26,848
shares
|
$1.29 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
26,613
shares
|
$1.28 Million
0.45% of portfolio
|
Q3 2025
Added 356.41%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
25,743
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Added 29.52%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
24,505
shares
|
$1.18 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
24,322
shares
|
$1.17 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
24,300
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
23,995
shares
|
$1.16 Million
0.79% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
23,326
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
23,172
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 662.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
23,094
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
21,978
shares
|
$1.06 Million
0.28% of portfolio
|
Q4 2025
Reduced 58.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,772
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,048
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 29.55%
|
|