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

Dimensional Short-Duration Fixed Income ETF logo
$47.94 -0.06 (-0.13%)
As of 07/3/2025 05:00 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)
291
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$148.30M
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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
7/3/2025 CPA Asset Management LLC164,909$7.92M3.3%+3.9%0.165%
6/11/2025Kondo Wealth Advisors Inc.250,243$11.89M5.9%+8.1%0.258%
6/6/2025Blue Oak Capital LLC105,739$5.03M2.8%+50.8%0.112%
6/3/2025Invst LLC38,872$1.85M0.3%+64.8%0.041%
5/30/2025Porter White Investment Advisors Inc.42,247$2.01M1.0%N/A0.045%
5/29/2025Parkshore Wealth Management Inc.106,478$5.06M2.9%+37.9%0.113%
5/22/2025BOS Asset Management LLC45,349$2.16M0.7%+28.9%0.048%
5/21/2025Geneos Wealth Management Inc.12,866$611K0.0%+61.0%0.014%
5/20/2025Focus Partners Wealth3,630,430$172.52M0.4%+8.7%3.860%
5/20/2025Integrity Alliance LLC.446,583$21.22M0.8%N/A0.475%
5/19/2025Jane Street Group LLC140,878$6.70M0.0%+290.0%0.150%
5/19/2025Client 1ST Advisory Group LLC290,288$13.79M5.4%-0.7%0.309%
5/16/2025McIlrath & Eck LLC564,285$26.82M3.3%+37.5%0.610%
5/16/2025Ashton Thomas Private Wealth LLC6,856$326K0.0%+13.2%0.007%
5/16/2025Kestra Investment Management LLC24,490$1.16M0.0%+12,789.5%0.026%
5/16/2025Jones Financial Companies Lllp58,908$2.80M0.0%+3,492.0%0.064%
5/16/2025Pinnacle Family Advisors LLC10,816$514K0.3%-10.7%0.012%
5/16/2025Plancorp LLC6,672$317K0.0%+36.1%0.007%
5/16/2025NewEdge Advisors LLC2,074$99K0.0%N/A0.002%
5/16/2025Integrated Wealth Concepts LLC317,897$15.11M0.2%+8.7%0.343%
5/16/2025Hancock Whitney Corp22,363$1.06M0.0%N/A0.024%
5/16/2025Copperleaf Capital LLC18,620$885K0.5%-6.4%0.020%
5/16/2025Beaird Harris Wealth Management LLC2,635,580$125.24M10.6%+1.7%2.848%
5/16/2025AQR Capital Management LLC51,462$2.45M0.0%+26.2%0.056%
5/15/2025Focus Partners Advisor Solutions LLC3,483,685$165.55M2.5%+17.0%3.764%
5/15/2025Royal Bank of Canada415,278$19.73M0.0%+181.1%0.449%
5/15/2025Betterment LLC218,719$10.39M0.0%+3.2%0.236%
5/15/2025OLD Mission Capital LLC23,938$1.14M0.0%N/A0.026%
5/15/2025Vermillion & White Wealth Management Group LLC127,404$6.05M4.4%+116.6%0.138%
5/15/2025Tortoise Investment Management LLC144,574$6.87M0.7%-0.3%0.156%
5/14/2025CreativeOne Wealth LLC101,075$4.80M0.1%+19.3%0.109%
5/14/2025Samalin Investment Counsel LLC32,823$1.56M0.6%+0.9%0.035%
5/14/2025Wolfstich Capital LLC243,430$11.31M0.6%-13.3%0.263%
5/14/2025Comerica Bank6,901$328K0.0%+16.1%0.007%
5/14/2025Sax Wealth Advisors LLC393,522$18.70M1.3%-8.2%0.425%
5/14/2025Kestra Advisory Services LLC51,699$2.46M0.0%+9.7%0.056%
5/14/2025Flow Traders U.S. LLC29,514$1.40M0.1%N/A0.032%
5/14/2025Kaufman Rossin Wealth LLC33,380$1.59M1.1%-15.5%0.036%
5/14/2025Elevate Wealth Advisory Inc.15,323$728K0.5%-18.0%0.017%
5/13/2025Steward Partners Investment Advisory LLC168,928$8.03M0.1%-0.5%0.183%
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5/13/2025American Investment Services Inc.38,230$1.82M0.3%+5.9%0.041%
5/13/2025EverSource Wealth Advisors LLC33,454$1.59M0.1%+21.0%0.036%
5/13/2025Vestmark Advisory Solutions Inc.272,980$12.97M0.3%+3.2%0.295%
5/13/2025HighTower Advisors LLC1,770,257$84.12M0.1%+4.2%1.913%
5/13/2025Sterling Wealth Advisors Inc525,014$24.95M19.2%+3.2%0.567%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors295,888$14.08M1.1%+7.9%0.320%
5/12/2025Arcadia Wealth Management Inc.88,516$4.21M3.3%+32.7%0.096%
5/12/2025Townsquare Capital LLC30,913$1.47M0.0%N/A0.033%
5/12/2025One Degree Advisors Inc255,921$12.16M5.0%+1.5%0.277%
5/9/2025Solutions 4 Wealth Ltd41,768$1.99M3.5%-9.4%0.045%
5/9/2025Keb Asset Management LLC14,176$674K0.2%+97.8%0.015%
5/9/2025Chicago Partners Investment Group LLC148,626$7.08M0.2%+9.6%0.161%
5/9/2025Geometric Wealth Advisors11,311$537K0.1%-13.5%0.012%
5/9/2025Hemington Wealth Management557,941$26.51M4.1%+131.8%0.603%
5/9/2025Warburton Capital Management LLC5,951$282K0.2%+29.7%0.006%
5/9/2025PrairieView Partners LLC70,074$3.33M0.3%+237.8%0.076%
5/9/2025Atria Wealth Solutions Inc.21,885$1.04M0.0%+24.7%0.024%
5/9/2025Cary Street Partners Financial LLC9,491$451K0.0%+22.1%0.010%
5/9/2025Strategic Investment Solutions Inc. IL51,616$2.45M0.7%+12.4%0.056%
5/9/2025Commonwealth Equity Services LLC967,975$46.00M0.1%+3.2%1.046%
5/9/2025Beta Wealth Group Inc.87,320$4.15M1.5%-12.3%0.094%
5/8/2025Altiora Financial Group LLC927,418$44.07M9.4%+19.0%1.002%
5/8/2025Tillman Hartley LLC276,324$13.13M3.8%+32.2%0.299%
5/8/2025Modera Wealth Management LLC32,501$1.54M0.0%+13.2%0.035%
5/8/2025Aegis Wealth Management LLC33,458$1.59M0.9%+0.8%0.036%
5/8/2025Delap Wealth Advisory LLC75,251$3.58M2.0%+12.7%0.081%
5/8/2025Squire Investment Management Company LLC107,085$5.09M2.1%+11.0%0.116%
5/8/2025Meredith Wealth Planning60,712$2.89M1.3%+8.8%0.066%
5/7/2025Foundations Investment Advisors LLC10,814$514K0.0%N/A0.012%
5/7/2025Werba Rubin Papier Wealth Management26,748$1.27M0.3%N/A0.029%
5/7/2025Passive Capital Management LLC.170,356$8.10M2.5%+50.2%0.184%
5/7/2025LPL Financial LLC256,502$12.19M0.0%+10.0%0.277%
5/7/2025Security Financial Services INC.4,279$203K0.0%N/A0.005%
5/7/2025HB Wealth Management LLC9,457$449K0.0%N/A0.010%
5/7/2025Keystone Financial Group Inc.80,812$3.85M2.7%+18.9%0.087%
5/6/2025Assetmark Inc.1,275,121$60.59M0.2%-3.0%1.378%
5/6/2025Cetera Investment Advisers51,752$2.46M0.0%+38.9%0.056%
5/6/2025Avantax Advisory Services Inc.16,247$772K0.0%-6.7%0.018%
5/6/2025Brookwood Investment Group LLC11,745$558K0.1%N/A0.013%
5/6/2025SpringVest Wealth Management LLC31,519$1.50M1.2%+24.8%0.034%
5/6/2025Abel Hall LLC6,545$311K0.2%+50.9%0.007%
5/6/2025Burney Co.111,137$5.28M0.2%-11.7%0.120%
5/6/2025WorthPointe LLC24,355$1.16M0.5%+42.8%0.026%
5/6/2025Babb Wealth Advisors LLC82,680$3.93M3.1%-3.2%0.089%
5/6/2025PFG Advisors34,086$1.62M0.1%-2.0%0.037%
5/5/2025Arcadia Wealth Management LLC46,331$2.20M1.1%+1.0%0.050%
5/5/2025Millstone Evans Group LLC22,365$1.06M0.7%+5.5%0.024%
5/5/2025Parkworth Wealth Management Inc.80,062$3.81M3.0%+5.4%0.087%
5/5/2025IFP Advisors Inc266,740$12.68M0.4%-10.6%0.288%
5/5/2025Aspen Capital Management LLC36,550$1.74M0.6%N/A0.039%
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5/5/2025TAGStone Capital Inc.14,353$682K0.3%-3.8%0.016%
5/5/2025Keyes Stange & Wooten Wealth Management LLC508,190$24.15M13.7%+8.2%0.549%
5/5/2025Allegiance Financial Group Advisory Services LLC351,693$16.71M5.1%+12.4%0.380%
5/5/2025Private Advisor Group LLC91,774$4.36M0.0%+9.4%0.099%
5/5/2025Nwam LLC15,753$749K0.1%+2.2%0.017%
5/5/2025Wolfstich Capital LLC3,264$155K0.0%-98.8%0.004%
5/5/2025Gradient Capital Advisors LLC207,597$9.87M3.2%+10.7%0.224%
5/5/2025JDH Wealth Management LLC14,571$692K0.6%+36.3%0.016%
5/2/2025Forum Financial Management LP23,467$1.12M0.0%-38.4%0.025%
5/2/2025Kooman & Associates125,168$5.95M2.2%-4.1%0.135%
(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, 351 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 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 332 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 ($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 32,477,913 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

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

Of the 106 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 ($406.55K), RFG Advisory LLC ($380.86K), Rockwood Wealth Management LLC ($362.93K), Wolfstich Capital LLC ($314.66K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($206.35K), Burney Co. ($176.44K), and Sax Wealth Advisors LLC ($154.15K).

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

Institutional investors have sold a total of 3,135,020 shares in the last 24 months. This volume of shares sold represents approximately $148.30M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 7/5/2025 by MarketBeat.com Staff
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