Free Trial
→ Trump's Law S.1582: $21T Dollar Revolution Coming (From Brownstone Research) (Ad)tc pixel Free DFSD Stock Alerts

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

Dimensional Short-Duration Fixed Income ETF logo
$48.50 +0.05 (+0.10%)
Closing price 10/20/2025 04:10 PM Eastern
Extended Trading
$48.50 -0.01 (-0.01%)
As of 10/20/2025 04:21 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$220.83M
Get DFSD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Short-Duration Fixed Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2025Mattern Wealth Management LLC562,163$27.09M5.4%+1.4%0.501%
10/20/2025Shira Ridge Wealth Management177,750$8.57M3.6%+6.0%0.158%
10/20/2025Miracle Mile Advisors LLC123,947$5.97M0.1%N/A0.110%
10/20/2025Hartmann Taylor Wealth Management LLC44,065$2.12M1.5%+4.3%0.039%
10/20/2025Keystone Financial Group Inc.116,362$5.61M3.2%+8.4%0.104%
10/20/2025Merit Financial Group LLC4,571$220K0.0%-5.8%0.004%
10/20/2025Sax Wealth Advisors LLC351,132$16.92M0.9%-26.8%0.313%
10/20/2025Squire Investment Management Company LLC122,148$5.89M1.9%+16.0%0.109%
10/20/2025Mustard Seed Financial LLC26,848$1.29M0.8%N/A0.024%
10/20/2025Pure Financial Advisors LLC157,468$7.59M0.1%+1.3%0.140%
10/17/2025Austin Private Wealth LLC49,338$2.38M0.2%+23.5%0.044%
10/17/2025WorthPointe LLC51,590$2.49M0.9%+58.9%0.046%
10/17/2025Live Oak Private Wealth LLC106,670$5.14M0.7%+43.8%0.095%
10/17/2025Henrickson Nauta Wealth Advisors Inc.63,604$3.07M1.0%-11.8%0.057%
10/17/2025Clune & Associates LTD.279,232$13.46M3.4%+4.1%0.249%
10/17/2025Client 1ST Advisory Group LLC291,592$14.05M4.7%+2.0%0.260%
10/17/2025Sowell Financial Services LLC58,599$2.82M0.1%+26.5%0.052%
10/17/2025Great Oak Capital Partners LLC472,529$22.82M6.0%+2.1%0.421%
10/17/2025Lakeridge Wealth Management LLC113,640$5.48M2.4%+4.4%0.101%
10/17/2025Apella Capital LLC4,002,899$194.06M4.3%+17.9%3.564%
10/17/2025Apollon Wealth Management LLC62,058$2.99M0.1%-6.5%0.055%
10/16/2025 Vestment Financial LLC391,336$18.90M10.8%+10.3%0.348%
10/16/2025 Signature Resources Capital Management LLC613,501$29.57M16.2%+5.9%0.546%
10/16/2025 Burney Co.145,889$7.03M0.2%-2.4%0.130%
10/16/2025 City State Bank171,292$8.26M2.4%+22.0%0.153%
10/16/2025 DecisionMap Wealth Management LLC27,619$1.33M0.9%-4.6%0.025%
10/16/2025 BCU Wealth Advisors LLC335,261$16.16M6.5%+8.9%0.299%
10/15/2025 FMB Wealth Management113,978$5.49M2.3%+10.7%0.101%
10/15/2025 Vestia Personal Wealth Advisors39,109$1.89M1.0%+68.6%0.035%
10/15/2025 Brady Martz Wealth Solutions LLC299,204$14.42M2.6%+4.8%0.266%
10/15/2025 Brookstone Capital Management10,057$485K0.0%N/A0.009%
10/15/2025 CogentBlue Wealth Advisors LLC90,282$4.35M3.0%+31.7%0.081%
10/14/2025 BCO Wealth Management LLC295,646$14.25M9.4%+0.6%0.264%
10/14/2025 Great Waters Wealth Management1,411,705$68.03M8.0%+13.6%1.262%
10/14/2025 DiNuzzo Private Wealth Inc.1,948,094$93.88M10.6%+2.6%1.741%
10/14/2025 Farther Finance Advisors LLC255,202$12.30M0.2%+20.3%0.228%
10/14/2025 Market Street Wealth Management Advisors LLC1,182,022$56.96M9.0%+2.2%1.056%
10/14/2025 Security Financial Services INC.4,964$239K0.0%+5.2%0.004%
10/14/2025 Kaufman Rossin Wealth LLC39,453$1.90M1.0%+22.2%0.035%
10/14/2025 Northwest Wealth Management LLC404,743$19.51M3.2%+6.8%0.362%
10/14/2025 Builder Investment Group Inc. ADV5,399$260K0.1%+8.8%0.005%
10/14/2025 Parkwoods Wealth Partners LLC97,062$4.68M1.6%+978.2%0.087%
10/14/2025 Dopkins Wealth Management LLC45,282$2.18M0.9%+1.5%0.040%
10/10/2025 Warburton Capital Management LLC9,772$471K0.3%+19.8%0.009%
10/10/2025 Cornerstone Management Inc.210,472$10.14M1.7%+41.7%0.188%
10/10/2025 HMV Wealth Advisors LLC12,375$596K0.3%+15.0%0.011%
10/10/2025 Mills Wealth Advisors LLC110,616$5.33M2.2%+24.3%0.099%
10/10/2025 Selective Wealth Management Inc.54,416$2.63M0.8%+585.9%0.049%
10/9/2025 Baker Tilly Wealth Management LLC52,538$2.53M0.6%N/A0.047%
10/9/2025 AdvisorNet Financial Inc2,788$134K0.0%+9.7%0.002%
10/9/2025 Capstone Wealth Management LLC18,456$889K0.7%+13.2%0.016%
10/9/2025 Bay Harbor Wealth Management LLC202,388$9.75M2.6%+12.4%0.181%
10/9/2025 Verisail Partners LLC375,593$18.10M7.7%+1.7%0.339%
10/9/2025 Dynamic Advisor Solutions LLC253,957$12.24M0.4%+2.3%0.229%
10/9/2025 Eclectic Associates Inc. ADV381,829$18.40M3.4%+75.6%0.345%
10/9/2025 Wealth Advisors Northwest LLC39,138$1.89M0.9%+9.0%0.035%
10/8/2025 Dixon Fnancial Services Inc.10,347$499K0.2%+6.8%0.009%
10/8/2025 Firethorn Wealth Partners LLC33,854$1.63M0.6%+9.5%0.031%
10/7/2025 TCP Asset Management LLC50,342$2.43M0.4%+6.9%0.045%
10/7/2025 Friday Financial163,232$7.87M3.3%+11.6%0.147%
10/6/2025 Keb Asset Management LLC20,987$1.01M0.2%+8.7%0.019%
10/6/2025 Peirce Capital Management LLC177,975$8.58M3.6%+7.9%0.161%
10/6/2025 AssuredPartners Investment Advisors LLC164,357$7.92M1.8%+7.3%0.148%
10/6/2025 Claris Advisors LLC MO56,927$2.73M0.9%+1.2%0.051%
10/6/2025 Strathmore Capital Advisors Inc.4,746$229K0.1%N/A0.004%
10/3/2025 HFG Wealth Management LLC17,633$847K0.5%+18.5%0.016%
9/26/2025Corient Private Wealth LLC96,715$4.64M0.0%-34.6%0.094%
9/4/2025Osaic Holdings Inc.346,699$16.64M0.0%-1.2%0.335%
8/27/2025Orion Porfolio Solutions LLC99,085$4.76M0.0%+21.6%0.096%
8/26/2025Thrivent Financial for Lutherans46,331$2.22M0.0%N/A0.045%
8/26/2025Nautilus Advisors LLC16,275$781K0.6%-14.2%0.016%
8/18/2025Geneos Wealth Management Inc.18,076$868K0.0%+40.5%0.017%
8/18/2025Kestra Investment Management LLC55,603$2.67M0.1%+127.0%0.054%
8/15/2025Binnacle Investments Inc99,067$4.76M3.1%+6.7%0.096%
8/15/2025Corient Private Wealth LLC96,715$4.64M0.0%-34.6%0.094%
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%
8/14/2025Betterment 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%
8/14/2025Acorn Wealth Advisors LLC72,832$3.50M1.3%-2.0%0.070%
8/14/2025Cary Street Partners Financial LLC11,487$552K0.0%+21.0%0.011%
8/13/2025Flow Traders U.S. LLC21,094$1.01M0.0%-28.5%0.020%
8/13/2025Parkworth Wealth Management Inc.81,610$3.92M2.8%+1.9%0.079%
8/13/2025EverSource Wealth Advisors LLC155,266$7.45M0.3%+364.1%0.150%
8/13/2025Beacon Pointe Advisors LLC91,243$4.38M0.0%+19.6%0.088%
8/13/2025Solutions 4 Wealth Ltd41,123$1.97M3.3%-1.5%0.040%
8/13/2025Legacy Capital Wealth Partners LLC7,029$337K0.1%N/A0.007%
8/13/2025Wealthquest Corp605,612$29.08M2.3%N/A0.586%
8/13/2025Northwestern Mutual Wealth Management Co.4,861$233K0.0%+1,007.3%0.005%
8/12/2025J.W. Cole Advisors Inc.5,465$262K0.0%N/A0.005%
8/12/2025XTX Topco Ltd4,383$210K0.0%N/A0.004%
(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, 373 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Apella Capital LLC ($194.06M), Focus Partners Advisor Solutions LLC ($187.08M), Savant Capital LLC ($175.76M), Focus Partners Wealth ($172.52M), 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 353 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 ($3.91M), DiNuzzo Private Wealth Inc. ($2.10M), 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 39,318,490 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 131 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), Sax Wealth Advisors LLC ($283.00K), and IFP Advisors Inc ($255.48K).

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

Institutional investors have sold a total of 4,640,647 shares in the last 24 months. This volume of shares sold represents approximately $220.83M in transactions.


Related Companies

This page (NYSEARCA:DFSD) was last updated on 10/21/2025 by MarketBeat.com Staff
From Our Partners
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
7 market signals flashing red right now
Right now, the same 7 key indicators that predicted 1929, the 1970s stagflation, and the 2008 meltdown are all...
American Alternative | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel