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Dimensional Short-Duration Fixed Income ETF (DFSD) Institutional Ownership

Dimensional Short-Duration Fixed Income ETF logo
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Institutional Ownership Changes (13F Filings) for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Number of
Institutional Buyers
(last 12 months)
308
Total
Institutional Inflows
(last 12 months)
$1.82B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$212.00M
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Skip Chart & View Institutional Buying and Selling Data

DFSD Institutional Buying and Selling by Quarter

Dimensional Short-Duration Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Orion Porfolio Solutions LLC16,809$875K0.0%-79.4%0.016%
8/15/2025MML Investors Services LLC67,230$3.23M0.0%+13.6%0.065%
8/15/2025McIlrath & Eck LLC651,308$31.27M3.6%+15.4%0.630%
8/15/2025Great Valley Advisor Group Inc.79,588$3.82M0.1%+97.8%0.077%
8/15/2025Essential Planning LLC.109,915$5.28M2.0%+15.5%0.106%
8/14/2025Jane Street Group LLC78,326$3.76M0.0%-44.4%0.076%
8/14/2025Sentinel Wealth Management Inc.36,411$1.75M1.6%N/A0.035%
8/14/2025Raymond James Financial Inc.35,989$1.73M0.0%-27.8%0.035%
8/14/2025 Betterment LLC212,187$10.19M0.0%-3.0%0.205%
8/14/2025Diversify Wealth Management LLC82,363$3.97M0.2%-2.2%0.080%
8/14/2025Diversify Advisory Services LLC4,378$211K0.0%N/A0.004%
8/14/2025Main Street Financial Solutions LLC6,665$320K0.0%-5.6%0.006%
8/14/2025NewEdge Advisors LLC3,396$163K0.0%+63.7%0.003%
8/14/2025 Acorn Wealth Advisors LLC72,832$3.50M1.3%-2.0%0.070%
8/14/2025 Cary Street Partners Financial LLC11,487$552K0.0%+21.0%0.011%
8/13/2025 Flow Traders U.S. LLC21,094$1.01M0.0%-28.5%0.020%
8/13/2025 Parkworth Wealth Management Inc.81,610$3.92M2.8%+1.9%0.079%
8/13/2025 EverSource Wealth Advisors LLC155,266$7.45M0.3%+364.1%0.150%
8/13/2025 Beacon Pointe Advisors LLC91,243$4.38M0.0%+19.6%0.088%
8/13/2025 Solutions 4 Wealth Ltd41,123$1.97M3.3%-1.5%0.040%
8/13/2025 Legacy Capital Wealth Partners LLC7,029$337K0.1%N/A0.007%
8/13/2025 Wealthquest Corp605,612$29.08M2.3%N/A0.586%
8/13/2025 Northwestern Mutual Wealth Management Co.4,861$233K0.0%+1,007.3%0.005%
8/12/2025 J.W. Cole Advisors Inc.5,465$262K0.0%N/A0.005%
8/12/2025 XTX Topco Ltd4,383$210K0.0%N/A0.004%
8/12/2025 Steward Partners Investment Advisory LLC188,990$9.07M0.1%+11.9%0.183%
8/12/2025 Burk Holdings LLC105,407$5.06M3.2%N/A0.102%
8/12/2025 CreativeOne Wealth LLC105,237$5.05M0.1%+4.1%0.102%
8/12/2025 TCP Asset Management LLC47,091$2.26M0.4%+12.6%0.046%
8/12/2025 Legacy Financial Group Inc.411,727$19.77M5.8%+5.2%0.398%
8/12/2025 JPMorgan Chase & Co.25,024$1.20M0.0%-4.8%0.024%
8/12/2025 Passive Capital Management LLC.189,672$9.10M2.8%+11.3%0.183%
8/11/2025 Copperleaf Capital LLC31,516$1.51M0.8%+69.3%0.031%
8/11/2025 Wealthspire Advisors LLC34,558$1.66M0.0%+93.8%0.034%
8/11/2025 Diversified Portfolios Inc.933,135$44.80M4.3%+13.0%0.914%
8/11/2025 Root Financial Partners LLC1,192,294$57.24M5.5%+9.8%1.168%
8/11/2025 Babb Wealth Advisors LLC83,916$4.03M3.0%+1.5%0.082%
8/11/2025 Beta Wealth Group Inc.28,860$1.39M0.5%-66.9%0.028%
8/8/2025 Tortoise Investment Management LLC110,298$5.30M0.5%-23.7%0.108%
8/8/2025 Cetera Investment Advisers52,429$2.52M0.0%+1.3%0.051%
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8/8/2025 Altiora Financial Group LLC956,818$45.94M9.0%+3.2%0.937%
8/8/2025 Security Financial Services INC.4,719$227K0.0%+10.3%0.005%
8/8/2025 Foundations Investment Advisors LLC11,159$536K0.0%+3.2%0.011%
8/8/2025 RAM Investment Partners LLC891,335$42.79M9.0%+28.9%0.873%
8/8/2025 SageOak Financial LLC353,618$16.98M13.6%-6.4%0.346%
8/8/2025 Advyzon Investment Management LLC5,212$250K0.1%N/A0.005%
8/7/2025 Lakeridge Wealth Management LLC108,856$5.23M2.4%-0.6%0.107%
8/7/2025 CENTRAL TRUST Co3,750$180K0.0%+476.9%0.004%
8/7/2025 Nwam LLC16,380$785K0.1%+4.0%0.016%
8/7/2025 Samalin Investment Counsel LLC27,835$1.34M0.5%-15.2%0.027%
8/7/2025 Allworth Financial LP189,225$9.09M0.0%-33.3%0.185%
8/7/2025 Tillman Hartley LLC272,942$13.10M3.7%-1.2%0.267%
8/7/2025 Fonville Wealth Management LLC7,935$381K0.1%N/A0.008%
8/7/2025 PFG Advisors25,425$1.22M0.0%-25.4%0.025%
8/7/2025 Midwest Trust Co5,118$246K0.0%N/A0.005%
8/6/2025 Valued Wealth Advisors LLC481,515$23.12M12.1%+11.9%0.472%
8/6/2025 Vestmark Advisory Solutions Inc.573,500$27.53M0.4%+110.1%0.562%
8/6/2025 Savant Capital LLC3,660,989$175.76M1.1%+20.7%3.586%
8/6/2025 Modera Wealth Management LLC32,946$1.58M0.0%+1.4%0.032%
8/6/2025 Commonwealth Equity Services LLC1,019,698$48.96M0.1%+5.3%0.999%
8/6/2025 Ethos Financial Group LLC15,698$754K0.1%-22.5%0.015%
8/5/2025 WorthPointe LLC32,471$1.56M0.7%+33.3%0.032%
8/5/2025 Burney Co.149,506$7.18M0.2%+34.5%0.146%
8/5/2025 Hutchens & Kramer Investment Management Group LLC26,618$1.28M0.6%-36.2%0.026%
8/5/2025 Dravo Bay LLC218,777$10.68M5.2%+1.1%0.214%
8/4/2025 Integrity Alliance LLC.425,410$20.42M1.1%-4.7%0.417%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors96,894$4.65M0.6%+95.3%0.095%
8/4/2025 IFG Advisory LLC11,551$555K0.0%+2.8%0.011%
8/4/2025 Live Oak Private Wealth LLC74,162$3.56M0.5%+92.7%0.073%
8/4/2025 Assetmark Inc.1,279,350$61.42M0.1%+0.3%1.253%
8/4/2025 Arcadia Wealth Management Inc.100,006$4.80M3.3%+13.0%0.098%
8/1/2025 JDH Wealth Management LLC21,393$1.03M0.8%+46.8%0.021%
8/1/2025 SwitchPoint Financial Planning LLC78,049$3.75M3.1%+2.4%0.076%
8/1/2025 Austin Private Wealth LLC39,952$1.92M0.2%+539.8%0.039%
8/1/2025 Brookwood Investment Group LLC5,625$270K0.0%-52.1%0.006%
8/1/2025 Red Lighthouse Investment Management LLC729$35K0.0%N/A0.001%
8/1/2025 Ashton Thomas Private Wealth LLC18,793$902K0.0%+174.1%0.018%
8/1/2025 Envestnet Asset Management Inc.1,938,383$93.06M0.0%+31.2%1.899%
7/31/2025 Core Wealth Management Inc.13,299$638K0.2%-23.3%0.013%
7/31/2025 City State Bank140,441$6.74M2.1%-2.2%0.138%
7/31/2025 Focus Partners Advisor Solutions LLC3,896,787$187.08M2.5%+11.9%3.817%
7/31/2025 Curio Wealth LLC760,536$36.51M16.0%+192,929.4%0.745%
7/31/2025 Glass Jacobson Investment Advisors llc13,278$637K0.2%+3.2%0.013%
7/31/2025 Cornerstone Management Inc.148,489$7.13M1.2%+40.7%0.145%
7/31/2025 Warburton Capital Management LLC8,154$391K0.2%+37.0%0.008%
7/31/2025 Planning Center Inc.2,325,952$111.67M12.3%+2.7%2.278%
7/30/2025 Cambridge Capital Management LLC160,230$7.69M4.1%N/A0.157%
7/30/2025 Forum Financial Management LP16,432$789K0.0%-30.0%0.016%
7/30/2025 Rehmann Capital Advisory Group25,869$1.24M0.1%-1.7%0.025%
7/30/2025 Phillips Financial Management LLC1,356,806$65.14M4.7%+2.9%1.329%
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7/30/2025 Studio Investment Management LLC236,529$11.36M2.3%+6.4%0.232%
7/30/2025 Jackson Thornton Wealth Management LLC413,466$19.80M2.3%+5.0%0.405%
7/30/2025 DecisionMap Wealth Management LLC28,936$1.39M1.0%-7.9%0.028%
7/30/2025 Clune & Associates LTD.268,192$12.88M3.5%+9.5%0.263%
7/30/2025 Mills Wealth Advisors LLC88,974$4.27M2.0%+120.1%0.087%
7/29/2025 Financial Symmetry Inc13,922$668K0.3%+3.0%0.014%
7/29/2025 Grunden Financial Advisory Inc.498,093$23.91M10.6%-0.1%0.488%
7/29/2025 Chicago Partners Investment Group LLC156,277$7.49M0.2%+5.1%0.153%
7/29/2025 Disciplined Investments LLC151,836$7.29M3.1%+37.6%0.149%
7/29/2025 Signature Estate & Investment Advisors LLC35,342$1.70M0.0%+4.5%0.035%
(Data available from 1/1/2016 forward)

DFSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSD shares?

During the previous two years, 371 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Focus Partners Advisor Solutions LLC ($187.08M), Savant Capital LLC ($175.76M), Focus Partners Wealth ($172.52M), Apella Capital LLC ($162.76M), OneDigital Investment Advisors LLC ($138.66M), Beaird Harris Wealth Management LLC ($125.24M), and Planning Center Inc. ($111.67M).Learn more on Dimensional Short-Duration Fixed Income ETF's institutional investors.

Which institutional investors have been buying Dimensional Short-Duration Fixed Income ETF's stock?

Of the 352 institutional investors that purchased Dimensional Short-Duration Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($4.14M), Apella Capital LLC ($3.36M), DiNuzzo Private Wealth Inc. ($2.05M), Savant Capital LLC ($1.88M), Focus Partners Advisor Solutions LLC ($1.87M), Elser Financial Planning Inc ($1.45M), and Curio Wealth LLC ($1.31M).

How much institutional buying is happening at Dimensional Short-Duration Fixed Income ETF?

Institutional investors have bought a total of 38,382,250 shares in the last 24 months. This purchase volume represents approximately $1.82B in transactions.

Which of Dimensional Short-Duration Fixed Income ETF's major shareholders have been selling company stock?

Of the 134 institutional investors that sold Dimensional Short-Duration Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($469.10K), Hippocratic Financial Advisors LLC ($462.93K), RFG Advisory LLC ($401.98K), Rockwood Wealth Management LLC ($364.55K), Wolfstich Capital LLC ($314.66K), IFP Advisors Inc ($255.48K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($206.35K).

How much institutional selling is happening at Dimensional Short-Duration Fixed Income ETF?

Institutional investors have sold a total of 4,457,562 shares in the last 24 months. This volume of shares sold represents approximately $212.00M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 8/15/2025 by MarketBeat.com Staff
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