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

Dimensional Short-Duration Fixed Income ETF logo
$47.49 +0.06 (+0.13%)
As of 04:10 PM Eastern
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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)
288
Total
Institutional Inflows
(last 12 months)
$1.52B
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$154.65M
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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
5/22/2025BOS Asset Management LLC45,349$2.16M0.7%+28.9%0.048%
5/21/2025 Geneos Wealth Management Inc.12,866$611K0.0%+61.0%0.014%
5/20/2025 Focus Partners Wealth3,630,430$172.52M0.4%+8.7%3.860%
5/20/2025 Integrity Alliance LLC.446,583$21.22M0.8%N/A0.475%
5/19/2025 Jane Street Group LLC140,878$6.70M0.0%+290.0%0.150%
5/19/2025 Client 1ST Advisory Group LLC290,288$13.79M5.4%-0.7%0.309%
5/16/2025 McIlrath & Eck LLC564,285$26.82M3.3%+37.5%0.610%
5/16/2025 Ashton Thomas Private Wealth LLC6,856$326K0.0%+13.2%0.007%
5/16/2025 Kestra Investment Management LLC24,490$1.16M0.0%+12,789.5%0.026%
5/16/2025 Jones Financial Companies Lllp58,908$2.80M0.0%+3,492.0%0.064%
5/16/2025 Pinnacle Family Advisors LLC10,816$514K0.3%-10.7%0.012%
5/16/2025 Plancorp LLC6,672$317K0.0%+36.1%0.007%
5/16/2025 NewEdge Advisors LLC2,074$99K0.0%N/A0.002%
5/16/2025 Integrated Wealth Concepts LLC317,897$15.11M0.2%+8.7%0.343%
5/16/2025 Hancock Whitney Corp22,363$1.06M0.0%N/A0.024%
5/16/2025 Copperleaf Capital LLC18,620$885K0.5%-6.4%0.020%
5/16/2025 Beaird Harris Wealth Management LLC2,635,580$125.24M10.6%+1.7%2.848%
5/16/2025 AQR Capital Management LLC51,462$2.45M0.0%+26.2%0.056%
5/15/2025 Focus Partners Advisor Solutions LLC3,483,685$165.55M2.5%+17.0%3.764%
5/15/2025 Royal Bank of Canada415,278$19.73M0.0%+181.1%0.449%
5/15/2025 Betterment LLC218,719$10.39M0.0%+3.2%0.236%
5/15/2025 OLD Mission Capital LLC23,938$1.14M0.0%N/A0.026%
5/15/2025 Vermillion & White Wealth Management Group LLC127,404$6.05M4.4%+116.6%0.138%
5/15/2025 Tortoise Investment Management LLC144,574$6.87M0.7%-0.3%0.156%
5/14/2025 CreativeOne Wealth LLC101,075$4.80M0.1%+19.3%0.109%
5/14/2025 Samalin Investment Counsel LLC32,823$1.56M0.6%+0.9%0.035%
5/14/2025 Wolfstich Capital LLC243,430$11.31M0.6%-13.3%0.263%
5/14/2025 Comerica Bank6,901$328K0.0%+16.1%0.007%
5/14/2025 Sax Wealth Advisors LLC393,522$18.70M1.3%-8.2%0.425%
5/14/2025 Kestra Advisory Services LLC51,699$2.46M0.0%+9.7%0.056%
5/14/2025 Flow Traders U.S. LLC29,514$1.40M0.1%N/A0.032%
5/14/2025 Kaufman Rossin Wealth LLC33,380$1.59M1.1%-15.5%0.036%
5/14/2025 Elevate Wealth Advisory Inc.15,323$728K0.5%-18.0%0.017%
5/13/2025 Steward Partners Investment Advisory LLC168,928$8.03M0.1%-0.5%0.183%
5/13/2025 American Investment Services Inc.38,230$1.82M0.3%+5.9%0.041%
5/13/2025 EverSource Wealth Advisors LLC33,454$1.59M0.1%+21.0%0.036%
5/13/2025 Vestmark Advisory Solutions Inc.272,980$12.97M0.3%+3.2%0.295%
5/13/2025 HighTower Advisors LLC1,770,257$84.12M0.1%+4.2%1.913%
5/13/2025 Sterling Wealth Advisors Inc525,014$24.95M19.2%+3.2%0.567%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors295,888$14.08M1.1%+7.9%0.320%
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5/12/2025 Arcadia Wealth Management Inc.88,516$4.21M3.3%+32.7%0.096%
5/12/2025 Townsquare Capital LLC30,913$1.47M0.0%N/A0.033%
5/12/2025 One Degree Advisors Inc255,921$12.16M5.0%+1.5%0.277%
5/9/2025 Solutions 4 Wealth Ltd41,768$1.99M3.5%-9.4%0.045%
5/9/2025 Keb Asset Management LLC14,176$674K0.2%+97.8%0.015%
5/9/2025 Chicago Partners Investment Group LLC148,626$7.08M0.2%+9.6%0.161%
5/9/2025 Geometric Wealth Advisors11,311$537K0.1%-13.5%0.012%
5/9/2025 Hemington Wealth Management557,941$26.51M4.1%+131.8%0.603%
5/9/2025 Warburton Capital Management LLC5,951$282K0.2%+29.7%0.006%
5/9/2025 PrairieView Partners LLC70,074$3.33M0.3%+237.8%0.076%
5/9/2025 Atria Wealth Solutions Inc.21,885$1.04M0.0%+24.7%0.024%
5/9/2025 Cary Street Partners Financial LLC9,491$451K0.0%+22.1%0.010%
5/9/2025 Strategic Investment Solutions Inc. IL51,616$2.45M0.7%+12.4%0.056%
5/9/2025 Commonwealth Equity Services LLC967,975$46.00M0.1%+3.2%1.046%
5/9/2025 Beta Wealth Group Inc.87,320$4.15M1.5%-12.3%0.094%
5/8/2025 Altiora Financial Group LLC927,418$44.07M9.4%+19.0%1.002%
5/8/2025 Tillman Hartley LLC276,324$13.13M3.8%+32.2%0.299%
5/8/2025 Modera Wealth Management LLC32,501$1.54M0.0%+13.2%0.035%
5/8/2025 Aegis Wealth Management LLC33,458$1.59M0.9%+0.8%0.036%
5/8/2025 Delap Wealth Advisory LLC75,251$3.58M2.0%+12.7%0.081%
5/8/2025 Squire Investment Management Company LLC107,085$5.09M2.1%+11.0%0.116%
5/8/2025 Meredith Wealth Planning60,712$2.89M1.3%+8.8%0.066%
5/7/2025 Foundations Investment Advisors LLC10,814$514K0.0%N/A0.012%
5/7/2025 Werba Rubin Papier Wealth Management26,748$1.27M0.3%N/A0.029%
5/7/2025 Passive Capital Management LLC.170,356$8.10M2.5%+50.2%0.184%
5/7/2025 LPL Financial LLC256,502$12.19M0.0%+10.0%0.277%
5/7/2025 Security Financial Services INC.4,279$203K0.0%N/A0.005%
5/7/2025 HB Wealth Management LLC9,457$449K0.0%N/A0.010%
5/7/2025 Keystone Financial Group Inc.80,812$3.85M2.7%+18.9%0.087%
5/6/2025 Assetmark Inc.1,275,121$60.59M0.2%-3.0%1.378%
5/6/2025 Cetera Investment Advisers51,752$2.46M0.0%+38.9%0.056%
5/6/2025 Avantax Advisory Services Inc.16,247$772K0.0%-6.7%0.018%
5/6/2025 Brookwood Investment Group LLC11,745$558K0.1%N/A0.013%
5/6/2025 SpringVest Wealth Management LLC31,519$1.50M1.2%+24.8%0.034%
5/6/2025 Abel Hall LLC6,545$311K0.2%+50.9%0.007%
5/6/2025 Burney Co.111,137$5.28M0.2%-11.7%0.120%
5/6/2025 WorthPointe LLC24,355$1.16M0.5%+42.8%0.026%
5/6/2025 Babb Wealth Advisors LLC82,680$3.93M3.1%-3.2%0.089%
5/6/2025 PFG Advisors34,086$1.62M0.1%-2.0%0.037%
5/5/2025 Arcadia Wealth Management LLC46,331$2.20M1.1%+1.0%0.050%
5/5/2025 Millstone Evans Group LLC22,365$1.06M0.7%+5.5%0.024%
5/5/2025 Parkworth Wealth Management Inc.80,062$3.81M3.0%+5.4%0.087%
5/5/2025 IFP Advisors Inc266,740$12.68M0.4%-10.6%0.288%
5/5/2025 Aspen Capital Management LLC36,550$1.74M0.6%N/A0.039%
5/5/2025 TAGStone Capital Inc.14,353$682K0.3%-3.8%0.016%
5/5/2025 Keyes Stange & Wooten Wealth Management LLC508,190$24.15M13.7%+8.2%0.549%
5/5/2025 Allegiance Financial Group Advisory Services LLC351,693$16.71M5.1%+12.4%0.380%
5/5/2025 Private Advisor Group LLC91,774$4.36M0.0%+9.4%0.099%
5/5/2025 Nwam LLC15,753$749K0.1%+2.2%0.017%
5/5/2025 Wolfstich Capital LLC3,264$155K0.0%-98.8%0.004%
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5/5/2025 Gradient Capital Advisors LLC207,597$9.87M3.2%+10.7%0.224%
5/5/2025 JDH Wealth Management LLC14,571$692K0.6%+36.3%0.016%
5/2/2025 Forum Financial Management LP23,467$1.12M0.0%-38.4%0.025%
5/2/2025 Kooman & Associates125,168$5.95M2.2%-4.1%0.135%
5/2/2025 Concord Wealth Partners164,761$7.83M1.3%+7.2%0.178%
5/2/2025 Dravo Bay LLC216,391$10.28M5.5%-4.2%0.234%
5/2/2025 SageOak Financial LLC377,959$17.96M15.9%+27.5%0.408%
5/2/2025 Apollon Wealth Management LLC59,681$2.84M0.1%-2.9%0.064%
5/1/2025 Legacy Financial Group Inc.391,429$18.60M6.0%+3.4%0.423%
5/1/2025 CWM LLC6,279$298K0.0%-10.2%0.007%
(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, 348 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Essential Planning LLC. ($197.21M), Focus Partners Wealth ($172.52M), Focus Partners Advisor Solutions LLC ($165.55M), OneDigital Investment Advisors LLC ($138.66M), Apella Capital LLC ($127.80M), Beaird Harris Wealth Management LLC ($125.24M), and Savant Capital LLC ($108.24M).Learn more on DFSD's institutional investors.

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

Of the 329 institutional investors that purchased Dimensional Short-Duration Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($4.12M), Apella Capital LLC ($2.69M), Beaird Harris Wealth Management LLC ($2.53M), DiNuzzo Private Wealth Inc. ($2.05M), Focus Partners Advisor Solutions LLC ($1.46M), Savant Capital LLC ($1.32M), and Market Street Wealth Management Advisors LLC ($1.12M).

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

Institutional investors have bought a total of 49,169,265 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

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

Of the 147 institutional investors that sold Dimensional Short-Duration Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Advisory LLC ($441.97K), Jane Street Group LLC ($406.55K), Rockwood Wealth Management LLC ($362.93K), Cetera Advisors LLC ($344.06K), Wolfstich Capital LLC ($314.66K), Chicago Partners Investment Group LLC ($280.90K), and Burney Co. ($279.54K).

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

Institutional investors have sold a total of 5,549,102 shares in the last 24 months. This volume of shares sold represents approximately $260.93M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 5/22/2025 by MarketBeat.com Staff
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