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 |
|---|---|---|---|---|---|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
264,457
shares
|
$12.7 Million
3.86% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,249
shares
|
$12.7 Million
0.08% of portfolio
|
Q2 2023
Reduced 89.06%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
257,297
shares
|
$12.4 Million
0.56% of portfolio
|
Q3 2025
Added 232.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
255,202
shares
|
$12.3 Million
0.19% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
245,148
shares
|
$11.8 Million
5.64% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
244,674
shares
|
$11.8 Million
4.71% of portfolio
|
Q4 2025
Added 37.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
243,524
shares
|
$11.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 35.14%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
235,691
shares
|
$11.4 Million
0.05% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
222,452
shares
|
$10.7 Million
2.99% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
220,206
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2025
Added 141.34%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
214,194
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
213,467
shares
|
$10.3 Million
1.64% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
213,467
shares
|
$10.3 Million
1.99% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
213,460
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
213,278
shares
|
$10.3 Million
1.45% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
210,885
shares
|
$10.2 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
210,579
shares
|
$10.1 Million
2.86% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
210,472
shares
|
$10.1 Million
1.68% of portfolio
|
Q3 2025
Added 41.74%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
204,792
shares
|
$9.87 Million
3.22% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
202,388
shares
|
$9.76 Million
2.81% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
200,643
shares
|
$9.67 Million
1.59% of portfolio
|
Q3 2025
Added 52.93%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
199,978
shares
|
$9.64 Million
3.38% of portfolio
|
Q4 2025
Added 22.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
199,544
shares
|
$9.62 Million
0.01% of portfolio
|
Q4 2025
Added 6.31%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
196,117
shares
|
$9.45 Million
3.85% of portfolio
|
Q3 2025
Added 26.34%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
194,454
shares
|
$9.37 Million
3.92% of portfolio
|
Q3 2025
Added 28.07%
|
|