Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy DFSD Stock  Free DFSD Stock Alerts

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

Dimensional Short-Duration Fixed Income ETF logo
$47.66 -0.06 (-0.13%)
Closing price 04:10 PM Eastern
Extended Trading
$47.66 0.00 (-0.01%)
As of 06:40 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)
274
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$135.29M
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.

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
5/1/2025Valued Wealth Advisors LLC430,243$20.45M12.3%+4.4%0.465%
5/1/2025Peirce Capital Management LLC172,668$8.21M4.1%-7.0%0.187%
5/1/2025Acorn Wealth Advisors LLC74,302$3.53M1.5%+31.6%0.080%
5/1/2025MilWealth Group LLC581$28K0.0%-86.4%0.001%
5/1/2025Hippocratic Financial Advisors LLC525,264$24.96M14.9%+7.8%0.568%
5/1/2025Barry Investment Advisors LLC27,463$1.31M0.3%+19.4%0.030%
5/1/2025Diversify Wealth Management LLC84,211$4.02M0.3%-5.4%0.091%
4/30/2025Vestia Personal Wealth Advisors21,084$1.00M0.8%+5.4%0.023%
4/30/2025Cerity Partners LLC9,718$462K0.0%-5.0%0.011%
4/30/2025Phillips Financial Management LLC1,318,522$62.66M4.8%+7.2%1.425%
4/30/2025TRU Independence Asset Management 2 LLC150,307$7.14M5.4%-12.6%0.162%
4/30/2025Narus Financial Partners LLC56,100$2.67M0.9%+13.2%0.061%
4/30/2025Allworth Financial LP283,579$13.47M0.1%+7.7%0.306%
4/30/2025Index Fund Advisors Inc.28,339$1.35M0.1%-7.3%0.031%
4/30/2025Rehmann Capital Advisory Group26,316$1.25M0.1%+3.0%0.028%
4/30/2025Financial Symmetry Inc13,511$642K0.4%+10.8%0.015%
4/30/2025Stratos Wealth Advisors LLC7,561$359K0.0%N/A0.008%
4/30/2025Core Wealth Management Inc.17,337$824K0.3%+29.6%0.019%
4/29/2025 Financial Counselors Inc.5,219$248K0.0%N/A0.006%
4/29/2025 Envestnet Asset Management Inc.1,477,213$70.20M0.0%+5.2%1.596%
4/29/2025 SwitchPoint Financial Planning LLC76,208$3.62M3.4%-0.8%0.082%
4/29/2025 Sutton Place Investors LLC40,167$1.91M1.3%+1.0%0.043%
4/29/2025 Wheelhouse Advisory Group LLC204,306$9.71M5.7%+81.9%0.221%
4/29/2025 Jackson Thornton Wealth Management LLC393,778$18.72M2.5%+3.3%0.425%
4/29/2025 von Borstel & Associates Inc.161,394$7.67M2.3%+30.2%0.174%
4/29/2025 Morris Financial Concepts Inc.30,430$1.45M0.6%+3.0%0.033%
4/29/2025 Mills Wealth Advisors LLC40,423$1.92M1.0%N/A0.044%
4/29/2025 OneDigital Investment Advisors LLC2,917,879$138.66M1.6%+7.6%3.153%
4/28/2025 Mutual Advisors LLC4,260$203K0.0%N/A0.005%
4/28/2025 Straight Path Wealth Management7,260$345K0.1%-18.9%0.008%
4/28/2025 Clune & Associates LTD.245,025$11.64M3.6%+11.3%0.265%
4/28/2025 BCO Wealth Management LLC276,251$13.13M10.3%+8.5%0.298%
4/28/2025 Rossby Financial LCC817$39K0.0%N/A0.001%
4/28/2025 Vermillion Wealth Management Inc.7,828$372K0.1%-8.3%0.008%
4/28/2025 TCP Asset Management LLC41,814$1.99M0.4%+10.2%0.045%
4/28/2025 Quarry Hill Advisors LLC30,886$1.47M1.0%+16.8%0.033%
4/28/2025 BetterWealth LLC25,166$1.20M0.3%+6.0%0.027%
4/25/2025 Oceanside Advisors LLC256,456$12.19M8.8%+7.8%0.277%
4/25/2025 Yardley Wealth Management LLC185,156$8.80M5.2%-10.1%0.200%
4/25/2025 DiNuzzo Private Wealth Inc.1,951,467$92.73M11.7%+0.1%2.109%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/25/2025 Washington Trust Advisors Inc.4,910$233K0.0%+10.8%0.005%
4/25/2025 Northwest Wealth Management LLC349,073$16.59M3.3%+22.8%0.377%
4/25/2025 Hutchens & Kramer Investment Management Group LLC41,689$1.98M1.1%-4.0%0.045%
4/25/2025 Grunden Financial Advisory Inc.498,728$23.70M11.5%+2.7%0.539%
4/25/2025 Root Financial Partners LLC1,085,893$51.60M5.5%+34.2%1.173%
4/25/2025 RCS Financial Planning LLC184,827$8.78M4.6%+1.5%0.200%
4/25/2025 Parker Financial LLC120,489$5.73M2.8%+9.3%0.130%
4/24/2025 Shore Point Advisors LLC42,076$2.00M1.1%+13.6%0.046%
4/24/2025 Hartmann Taylor Wealth Management LLC56,415$2.68M2.4%N/A0.061%
4/24/2025 Oakworth Capital Inc.2,997$142K0.0%N/A0.003%
4/23/2025 Onyx Financial Advisors LLC348,751$16.57M8.8%+6.3%0.377%
4/23/2025 Nova R Wealth Inc.131,696$6.26M3.1%+515.2%0.142%
4/23/2025 Pure Financial Advisors LLC145,260$6.90M0.1%+0.6%0.157%
4/23/2025 Mattern Wealth Management LLC579,477$27.54M6.1%+4.1%0.627%
4/23/2025 RAM Investment Partners LLC691,752$32.87M8.1%+7.2%0.748%
4/23/2025 Ruedi Wealth Management Inc.891,971$42.39M13.3%+1.3%0.965%
4/23/2025 PBMares Wealth Management LLC36,562$1.74M0.3%+17.8%0.040%
4/23/2025 AssuredPartners Investment Advisors LLC144,810$6.88M1.3%+7.6%0.157%
4/23/2025 Foundation Wealth Management LLC PA58,203$2.77M1.3%-15.2%0.063%
4/23/2025 Blossom Wealth Management16,186$769K1.5%+10.7%0.018%
4/23/2025 SC&H Financial Advisors Inc.268,071$12.74M2.5%+5.3%0.290%
4/23/2025 Vantage Point Financial LLC127,563$6.06M3.1%+8.7%0.138%
4/22/2025 Diversified Portfolios Inc.825,569$39.23M4.1%+46.4%0.893%
4/22/2025 Dopkins Wealth Management LLC40,438$1.92M1.0%+15.5%0.044%
4/22/2025 Spinnaker Investment Group LLC10,677$507K0.1%-17.6%0.012%
4/22/2025 Friday Financial135,161$6.43M3.8%+18.3%0.146%
4/22/2025 Live Oak Private Wealth LLC38,480$1.83M0.3%+416.2%0.042%
4/22/2025 Cambridge Investment Research Advisors Inc.80,635$3.83M0.0%+12.7%0.087%
4/22/2025 Tassel Capital Management Inc.40,561$1.93M1.7%N/A0.044%
4/22/2025 Dixon Fnancial Services Inc.9,961$473K0.3%+3.8%0.011%
4/22/2025 Applied Capital LLC27,353$1.30M0.6%-5.2%0.030%
4/22/2025 Aspire Private Capital LLC52,599$2.50M0.6%+13.9%0.057%
4/22/2025 XY Planning Network Inc.51,579$2.45M1.6%+25.6%0.056%
4/21/2025 CPA Asset Management LLC158,742$7.54M3.3%+2.7%0.172%
4/21/2025 Kraft Asset Management LLC20,865$991K0.9%-1.6%0.023%
4/21/2025 DecisionMap Wealth Management LLC31,428$1.49M1.1%-9.0%0.034%
4/21/2025 Brady Martz Wealth Solutions LLC156,070$7.42M1.7%+76.8%0.169%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors49,617$2.36M0.4%+35.1%0.054%
4/21/2025 Envestnet Portfolio Solutions Inc.80,114$3.81M0.0%+1.1%0.087%
4/21/2025 TCI Wealth Advisors Inc.56,434$2.68M0.2%+11.1%0.061%
4/21/2025 Builder Investment Group Inc. ADV4,931$234K0.1%+12.3%0.005%
4/21/2025 White Wing Wealth Management95,261$4.53M3.6%-28.8%0.103%
4/18/2025 Market Street Wealth Management Advisors LLC1,148,337$54.57M9.3%+0.7%1.242%
4/18/2025 Planning Center Inc.2,265,253$107.65M12.7%+10.6%2.450%
4/18/2025 CENTRAL TRUST Co650$31K0.0%N/A0.001%
4/18/2025 Five Oceans Advisors52,642$2.50M1.2%-6.3%0.057%
4/17/2025 BCU Wealth Advisors LLC271,479$12.90M6.7%+4.4%0.294%
4/17/2025 Claris Advisors LLC MO43,996$2.09M0.8%+8.3%0.048%
4/17/2025 Sowell Financial Services LLC44,120$2.10M0.1%+0.6%0.048%
4/17/2025 Verisail Partners LLC368,967$17.53M8.1%+2.0%0.399%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly positioning itself to overthrow the entire banking system.

Click here to access the full report now.
4/17/2025 Stewardship Advisors LLC12,325$586K0.2%+23.0%0.013%
4/17/2025 CogentBlue Wealth Advisors LLC40,961$1.95M1.7%+8.7%0.044%
4/17/2025 Dynamic Advisor Solutions LLC239,196$11.37M0.4%+1.4%0.259%
4/17/2025 Family Wealth Partners LLC152,966$7.27M3.3%+8.2%0.165%
4/17/2025 Tcfg Wealth Management LLC5,849$278K0.1%-13.8%0.006%
4/16/2025 Lakeridge Wealth Management LLC109,536$5.21M2.6%+3.4%0.118%
4/16/2025 Capstone Wealth Management LLC11,947$568K0.6%+5.9%0.013%
4/16/2025 HMV Wealth Advisors LLC5,820$277K0.2%N/A0.006%
4/16/2025 Signature Resources Capital Management LLC332,902$15.82M13.6%+7.6%0.360%
4/16/2025 Krilogy Financial LLC10,216$485K0.0%N/A0.011%
(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, 341 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 ($156.57M), Focus Partners Advisor Solutions LLC ($139.63M), OneDigital Investment Advisors LLC ($138.66M), Apella Capital LLC ($127.80M), Beaird Harris Wealth Management LLC ($118.83M), 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 323 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. ($4.16M), Apella Capital LLC ($2.69M), Beaird Harris Wealth Management LLC ($2.49M), DiNuzzo Private Wealth Inc. ($2.05M), Savant Capital LLC ($1.42M), Market Street Wealth Management Advisors LLC ($1.12M), and Focus Partners Advisor Solutions LLC ($955.08K).

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

Institutional investors have bought a total of 47,939,414 shares in the last 24 months. This purchase volume represents approximately $2.25B in transactions.

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

Of the 137 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), Chicago Partners Investment Group LLC ($280.90K), Burney Co. ($264.88K), and Vestmark Advisory Solutions Inc. ($209.25K).

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

Institutional investors have sold a total of 5,123,458 shares in the last 24 months. This volume of shares sold represents approximately $240.63M in transactions.


Related Companies

This page (NYSEARCA:DFSD) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
This Is How Empires Fall
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is he more powerful than Trump?
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored