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 |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
14,308
shares
|
$689,645
0.4% of portfolio
|
Q4 2025
Added 7.6%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
14,228
shares
|
$685,789
0.37% of portfolio
|
Q3 2025
Reduced 19.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
14,224
shares
|
$685,596
0.01% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
14,086
shares
|
$678,945
0.02% of portfolio
|
Q3 2025
Reduced 25.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,079
shares
|
$678,607
0.02% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
14,062
shares
|
$677,788
0.18% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
13,891
shares
|
$669,546
0.02% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
13,871
shares
|
$668,582
0.29% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
13,567
shares
|
$653,929
0.16% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
13,544
shares
|
$652,820
0.17% of portfolio
|
Q3 2025
Added 86.53%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
13,313
shares
|
$641,686
0.29% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
12,937
shares
|
$623,563
0.23% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
12,701
shares
|
$612,188
0.03% of portfolio
|
Q3 2025
Added 39.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,691
shares
|
$611,706
0.06% of portfolio
|
Q3 2022
Added 116.72%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
12,625
shares
|
$608,525
0.39% of portfolio
|
Q3 2025
Reduced 41.61%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
12,375
shares
|
$596,475
0.33% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,285
shares
|
$592,137
0.24% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,737
shares
|
$565,723
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
11,510
shares
|
$554,782
0.18% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
11,270
shares
|
$543,214
0.27% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
11,061
shares
|
$533,140
0.0% of portfolio
|
Q3 2025
Added 28.12%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,728
shares
|
$517,089
0.13% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
10,347
shares
|
$498,725
0.23% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
10,204
shares
|
$491,832
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,057
shares
|
$484,747
0.01% of portfolio
|
Q3 2025
New holding
|
|