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

Dimensional Short-Duration Fixed Income ETF logo
$47.91 +0.05 (+0.10%)
Closing price 07/25/2025 04:10 PM Eastern
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$47.91 0.00 (0.00%)
As of 07/25/2025 04:11 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)
298
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$195.99M
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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
7/25/2025Atria Wealth Solutions Inc.14,079$676K0.0%-35.7%0.014%
7/25/2025Envestnet Portfolio Solutions Inc.115,006$5.52M0.0%+43.6%0.113%
7/25/2025Concord Asset Management LLC VA210,743$10.12M1.5%N/A0.206%
7/25/2025Parker Financial LLC132,101$6.34M2.7%+9.6%0.129%
7/25/2025Ruedi Wealth Management Inc.929,564$44.63M13.2%+4.2%0.910%
7/25/2025Index Fund Advisors Inc.27,539$1.32M0.1%-2.8%0.027%
7/25/2025CWM LLC5,395$259K0.0%-14.1%0.005%
7/25/2025Apollon Wealth Management LLC66,385$3.19M0.1%+11.2%0.065%
7/25/2025Hemington Wealth Management568,872$27.31M4.0%+2.0%0.557%
7/25/2025PrairieView Partners LLC75,908$3.64M0.4%+8.3%0.074%
7/25/2025One Degree Advisors Inc271,412$13.03M4.6%+6.1%0.266%
7/24/2025 Williams & Novak LLC13,813$663K0.6%+26.4%0.014%
7/24/2025 FinDec Wealth Services Inc.7,925$380K0.4%-48.3%0.008%
7/24/2025 rebel Financial LLC5,847$281K0.1%N/A0.006%
7/24/2025 Vantage Point Financial LLC134,630$6.46M2.8%+5.5%0.132%
7/24/2025 IFP Advisors Inc43,005$2.07M0.1%-83.9%0.042%
7/24/2025 Wealth Advisors Northwest LLC35,904$1.72M0.9%+285.2%0.035%
7/23/2025 Allegiance Financial Group Advisory Services LLC374,223$17.97M4.8%+6.4%0.367%
7/23/2025 SpringVest Wealth Management LLC47,883$2.30M1.9%+51.9%0.047%
7/23/2025 Austin Asset Management Co Inc8,490$408K0.1%-15.2%0.008%
7/23/2025 Quarry Hill Advisors LLC36,087$1.73M1.0%+16.8%0.035%
7/23/2025 Abel Hall LLC6,145$295K0.1%-6.1%0.006%
7/23/2025 Sax Wealth Advisors LLC479,978$23.04M1.4%+22.0%0.470%
7/23/2025 Wheelhouse Advisory Group LLC245,823$11.80M6.0%+20.3%0.241%
7/23/2025 HMV Wealth Advisors LLC10,760$517K0.3%+84.9%0.011%
7/23/2025 Pillar Financial Advisors LLC43,087$2.07M1.4%-2.2%0.042%
7/22/2025 AWM Capital LLC157,584$7.57M0.8%+9.3%0.154%
7/22/2025 David Wealth Management LLC360,829$17.32M12.9%+3.5%0.353%
7/22/2025 Yardley Wealth Management LLC185,796$8.92M4.9%+0.3%0.182%
7/22/2025 Simplicity Wealth LLC11,549$554K0.0%-90.1%0.011%
7/22/2025 Sutton Place Investors LLC38,544$1.85M1.1%-4.0%0.038%
7/22/2025 Wealthcare Advisory Partners LLC15,712$754K0.0%+18.1%0.015%
7/22/2025 Firethorn Wealth Partners LLC30,909$1.48M0.6%+10.9%0.030%
7/22/2025 USAdvisors Wealth Management LLC17,886$858K0.3%-2.8%0.018%
7/22/2025 Bay Harbor Wealth Management LLC179,989$8.64M2.5%+3.9%0.176%
7/21/2025 Onyx Financial Advisors LLC340,839$16.36M7.8%-2.3%0.334%
7/21/2025 Keb Asset Management LLC19,301$927K0.2%+36.2%0.019%
7/21/2025 Keystone Financial Group Inc.107,297$5.15M3.3%+32.8%0.105%
7/21/2025 Abacus Planning Group Inc.118,755$5.70M0.6%N/A0.116%
7/18/2025 Pure Financial Advisors LLC155,482$7.47M0.1%+7.0%0.152%
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7/18/2025 B.O.S.S. Retirement Advisors LLC13,411$644K0.2%-4.9%0.013%
7/18/2025 Parkwoods Wealth Partners LLC9,002$432K0.2%N/A0.009%
7/18/2025 Client 1ST Advisory Group LLC285,866$13.72M5.0%-1.5%0.280%
7/18/2025 BCO Wealth Management LLC293,785$14.11M10.1%+6.3%0.288%
7/18/2025 Arcadia Wealth Management LLC49,318$2.37M1.0%+6.4%0.048%
7/18/2025 PBMares Wealth Management LLC131,198$6.30M1.2%+258.8%0.129%
7/18/2025 Truist Financial Corp137,281$6.59M0.0%+2.3%0.135%
7/18/2025 FMB Wealth Management103,006$4.95M2.4%+5.1%0.101%
7/18/2025 BCU Wealth Advisors LLC307,781$14.78M6.6%+13.4%0.302%
7/17/2025 Eclectic Associates Inc. ADV217,398$10.44M2.3%+63.2%0.215%
7/17/2025 DiNuzzo Private Wealth Inc.1,898,104$91.13M10.8%-2.7%1.876%
7/17/2025 Mattern Wealth Management LLC554,448$26.62M5.5%-4.3%0.548%
7/17/2025 Poinciana Advisors Group LLC6,562$315K0.3%+46.9%0.006%
7/17/2025 Dopkins Wealth Management LLC44,625$2.14M1.0%+10.4%0.044%
7/17/2025 Northwest Wealth Management LLC379,075$18.20M3.3%+8.6%0.375%
7/17/2025 HB Wealth Management LLC8,754$420K0.0%-7.4%0.009%
7/17/2025 Claris Advisors LLC MO56,252$2.70M0.9%+27.9%0.056%
7/17/2025 Elser Financial Planning Inc744,424$35.64M2.1%N/A0.736%
7/17/2025 Oakworth Capital Inc.2,714$130K0.0%-9.4%0.003%
7/17/2025 Oceanside Advisors LLC263,924$12.67M8.5%+2.9%0.261%
7/17/2025 Nova R Wealth Inc.137,161$6.59M3.1%+4.1%0.136%
7/17/2025 Applied Capital LLC24,857$1.19M0.5%-9.1%0.025%
7/17/2025 Heritage Investment Group Inc.143,670$6.90M1.2%+1.8%0.142%
7/17/2025 Porter White Investment Advisors Inc.49,004$2.35M1.1%+16.0%0.048%
7/17/2025 Barry Investment Advisors LLC33,931$1.63M0.4%+23.6%0.034%
7/17/2025 Sterling Wealth Advisors Inc518,413$24.84M17.6%-1.3%0.512%
7/17/2025 XY Planning Network Inc.69,337$3.33M1.1%+34.4%0.069%
7/17/2025 SC&H Financial Advisors Inc.280,649$13.47M2.3%+4.7%0.277%
7/17/2025 Blossom Wealth Management17,668$848K1.5%+9.2%0.017%
7/17/2025 CogentBlue Wealth Advisors LLC68,576$3.29M2.5%+67.4%0.068%
7/16/2025 Signature Resources Capital Management LLC579,464$27.82M16.9%+74.1%0.573%
7/16/2025 Squire Investment Management Company LLC105,288$5.06M1.9%-1.7%0.104%
7/16/2025 TRU Independence Asset Management 2 LLC134,581$6.46M4.4%-10.5%0.133%
7/16/2025 Meredith Wealth Planning63,855$3.07M1.1%+5.2%0.063%
7/16/2025 Gradient Capital Advisors LLC204,171$9.80M2.9%-1.7%0.202%
7/16/2025 Vestia Personal Wealth Advisors23,193$1.11M0.7%+10.0%0.023%
7/16/2025 BOS Asset Management LLC50,068$2.40M0.8%+10.4%0.049%
7/16/2025 Strategic Investment Solutions Inc. IL46,787$2.24M0.7%-9.4%0.046%
7/16/2025 Five Oceans Advisors56,440$2.71M1.2%+7.2%0.056%
7/16/2025 TCI Wealth Advisors Inc.54,106$2.60M0.2%-4.1%0.053%
7/16/2025 Blue Oak Capital LLC127,165$6.11M3.2%+20.3%0.126%
7/16/2025 Leading Edge Financial Planning LLC13,132$630K0.2%+38.6%0.013%
7/16/2025 Plancorp LLC5,924$284K0.0%-11.2%0.006%
7/16/2025 Tassel Capital Management Inc.21,622$1.04M0.8%-46.7%0.021%
7/15/2025 Great Oak Capital Partners LLC462,723$22.17M6.3%+3.4%0.457%
7/15/2025 Vestment Financial LLC354,695$17.02M10.8%+7.1%0.350%
7/15/2025 Hartmann Taylor Wealth Management LLC42,265$2.03M1.7%-25.1%0.042%
7/15/2025 Kraft Asset Management LLC17,866$858K0.8%-14.4%0.018%
7/15/2025 Maseco LLP564,786$27.12M1.0%N/A0.558%
7/15/2025 SJS Investment Consulting Inc.372,779$17.90M2.8%+3.2%0.368%
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7/15/2025 Hippocratic Financial Advisors LLC62,336$2.99M1.6%-88.1%0.062%
7/15/2025 Kelly Financial Group LLC5,323$256K0.0%N/A0.005%
7/15/2025 Family Wealth Partners LLC162,174$7.79M3.1%+6.0%0.160%
7/14/2025 Kooman & Associates118,755$5.70M1.9%-5.1%0.117%
7/14/2025 Brady Martz Wealth Solutions LLC285,564$13.71M2.7%+83.0%0.282%
7/14/2025 BetterWealth LLC25,911$1.24M0.3%+3.0%0.026%
7/14/2025 Friday Financial146,213$7.02M3.6%+8.2%0.145%
7/14/2025 Narus Financial Partners LLC53,730$2.58M0.8%-4.2%0.053%
7/14/2025 Parkshore Wealth Management Inc.155,234$7.45M3.6%+45.8%0.154%
7/14/2025 Abacus Wealth Partners LLC26,115$1.25M0.2%N/A0.026%
(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, 358 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), Apella Capital LLC ($162.76M), OneDigital Investment Advisors LLC ($138.66M), Beaird Harris Wealth Management LLC ($125.24M), and Savant Capital LLC ($108.24M).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 340 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. ($4.12M), Apella Capital LLC ($3.36M), Beaird Harris Wealth Management LLC ($2.53M), DiNuzzo Private Wealth Inc. ($2.05M), Focus Partners Advisor Solutions LLC ($1.46M), Elser Financial Planning Inc ($1.45M), and Savant Capital LLC ($1.32M).

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

Institutional investors have bought a total of 35,006,385 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

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

Of the 122 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: Hippocratic Financial Advisors LLC ($462.93K), Jane Street Group LLC ($406.55K), RFG Advisory LLC ($380.86K), 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 4,127,781 shares in the last 24 months. This volume of shares sold represents approximately $195.99M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 7/26/2025 by MarketBeat.com Staff
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