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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
194,371
shares
|
$9.37 Million
0.43% of portfolio
|
Q3 2025
Added 25.19%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
186,347
shares
|
$8.98 Million
1.38% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
181,953
shares
|
$8.77 Million
3.14% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
178,492
shares
|
$8.6 Million
5.91% of portfolio
|
Q3 2025
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
177,975
shares
|
$8.58 Million
3.57% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
177,132
shares
|
$8.54 Million
5.22% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
172,139
shares
|
$8.3 Million
3.98% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
171,292
shares
|
$8.26 Million
2.46% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
169,669
shares
|
$8.18 Million
0.28% of portfolio
|
Q4 2025
Reduced 33.19%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
165,641
shares
|
$7.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
165,487
shares
|
$7.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.69%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
164,357
shares
|
$7.92 Million
1.76% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
162,149
shares
|
$7.82 Million
0.22% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
157,468
shares
|
$7.59 Million
0.13% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
157,052
shares
|
$7.57 Million
1.24% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
155,997
shares
|
$7.52 Million
3.33% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
150,248
shares
|
$7.24 Million
1.76% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
145,889
shares
|
$7.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
143,426
shares
|
$6.91 Million
2.38% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
141,434
shares
|
$6.82 Million
0.55% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
139,419
shares
|
$6.72 Million
5.04% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
139,308
shares
|
$6.71 Million
2.6% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
136,775
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
136,580
shares
|
$6.58 Million
3.75% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
136,346
shares
|
$6.57 Million
2.69% of portfolio
|
Q3 2025
Added 3.21%
|
|