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 388 institutions that hold shares in the stock, with a total of 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,346
shares
|
$113,077
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,266
shares
|
$109,221
0.0% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,182
shares
|
$105,172
0.0% of portfolio
|
Q3 2025
Added 154.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,973
shares
|
$95,098
0.06% of portfolio
|
Q2 2025
Added 1361.48%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,894
shares
|
$91,290
0.01% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
1,839
shares
|
$88,639
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,766
shares
|
$85,121
0.01% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,691
shares
|
$81,506
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,231
shares
|
$59,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
870
shares
|
$41,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
860
shares
|
$41,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
817
shares
|
$39,379
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
740
shares
|
$35,668
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
729
shares
|
$35,137
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
727
shares
|
$35,041
0.0% of portfolio
|
Q3 2025
Added 29.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
703
shares
|
$33,884
0.0% of portfolio
|
Q3 2025
Added 83.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
685
shares
|
$33,017
0.0% of portfolio
|
Q3 2025
Reduced 85.91%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
581
shares
|
$28,004
0.01% of portfolio
|
Q1 2025
Reduced 86.42%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
486
shares
|
$23,425
0.01% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
425
shares
|
$20,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
415
shares
|
$20,003
0.01% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
344
shares
|
$16,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
315
shares
|
$15,183
0.0% of portfolio
|
Q3 2025
Reduced 42.93%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
315
shares
|
$15,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
315
shares
|
$15,183
0.0% of portfolio
|
Q3 2025
New holding
|
|