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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
10,037
shares
|
$483,783
0.2% of portfolio
|
Q4 2025
Reduced 53.45%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
9,772
shares
|
$471,010
0.28% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,655
shares
|
$465,371
0.08% of portfolio
|
Q3 2025
Added 85.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
9,519
shares
|
$458,815
0.0% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,294
shares
|
$447,970
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,151
shares
|
$441,078
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
9,079
shares
|
$437,607
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,022
shares
|
$434,860
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,721
shares
|
$420,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
8,494
shares
|
$409,410
0.24% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
8,490
shares
|
$409,218
0.08% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
8,350
shares
|
$402,470
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
8,344
shares
|
$402,180
0.12% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
8,126
shares
|
$391,673
0.22% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
7,842
shares
|
$377,984
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
7,825
shares
|
$377,165
0.27% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
7,714
shares
|
$371,814
0.08% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,575
shares
|
$365,115
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
7,346
shares
|
$354,077
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,152
shares
|
$344,726
0.01% of portfolio
|
Q3 2025
Added 329.55%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
6,500
shares
|
$313,300
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
6,166
shares
|
$297,201
0.12% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
6,012
shares
|
$289,778
0.08% of portfolio
|
Q3 2025
Reduced 23.87%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
6,009
shares
|
$289,633
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,725
shares
|
$275,945
0.02% of portfolio
|
Q3 2025
Added 8.51%
|
|