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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,701
shares
|
$274,788
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,666
shares
|
$273,101
0.12% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,427
shares
|
$261,581
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,399
shares
|
$260,231
0.06% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
5,375
shares
|
$259,075
0.04% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,318
shares
|
$256,327
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,272
shares
|
$254,110
0.0% of portfolio
|
Q3 2025
Added 40.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,271
shares
|
$254,062
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,263
shares
|
$253,676
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
5,238
shares
|
$252,471
0.07% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
5,103
shares
|
$245,964
0.25% of portfolio
|
Q3 2025
Reduced 35.61%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,964
shares
|
$239,264
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
4,746
shares
|
$228,757
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,571
shares
|
$220,322
0.0% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,545
shares
|
$219,069
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
4,469
shares
|
$215,405
0.09% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,451
shares
|
$214,538
0.0% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,369
shares
|
$210,585
0.0% of portfolio
|
Q3 2025
Added 10302.38%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,365
shares
|
$210,393
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
4,314
shares
|
$207,934
0.13% of portfolio
|
Q3 2025
Reduced 36.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,299
shares
|
$207,211
0.03% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,200
shares
|
$202,440
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,750
shares
|
$180,750
0.0% of portfolio
|
Q2 2025
Added 476.92%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
3,723
shares
|
$179,448
0.11% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,580
shares
|
$172,556
0.0% of portfolio
|
Q3 2025
Added 5.42%
|
|