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

Dimensional Short-Duration Fixed Income ETF logo
$47.53 +0.03 (+0.06%)
As of 04/17/2025 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)
267
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$129.51M
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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
4/18/2025Market Street Wealth Management Advisors LLC1,148,337$54.57M9.3%+0.7%1.242%
4/18/2025Planning Center Inc.2,265,253$107.65M12.7%+10.6%2.450%
4/18/2025CENTRAL TRUST Co650$31K0.0%N/A0.001%
4/18/2025Five 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%
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%
4/16/2025 Wealth Advisors Northwest LLC9,320$443K0.3%+81.8%0.010%
4/16/2025 David Wealth Management LLC348,536$16.56M13.9%-1.1%0.377%
4/15/2025 FMB Wealth Management98,026$4.66M2.6%+35.1%0.106%
4/15/2025 Two West Capital Advisors LLC17,819$839K0.7%-7.7%0.019%
4/15/2025 Vestment Financial LLC331,323$15.77M11.3%+6.1%0.358%
4/15/2025 SJS Investment Consulting Inc.361,113$17.16M2.9%+2.9%0.391%
4/15/2025 Shira Ridge Wealth Management176,593$8.39M4.2%-2.3%0.191%
4/15/2025 Simplicity Wealth LLC116,297$5.53M0.4%+379.3%0.126%
4/15/2025 Wealthcare Advisory Partners LLC13,309$632K0.0%+44.6%0.014%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.75,087$3.54M1.4%+2.3%0.081%
4/14/2025 Farther Finance Advisors LLC208,172$9.90M0.3%+109.2%0.225%
4/14/2025 Great Waters Wealth Management1,189,286$56.52M7.8%-2.8%1.286%
4/14/2025 Pillar Financial Advisors LLC44,055$2.09M1.6%-21.2%0.048%
4/14/2025 Park Avenue Securities LLC453,675$21.56M0.3%+3.3%0.491%
4/14/2025 Patriot Financial Group Insurance Agency LLC4,236$201K0.0%N/A0.005%
4/14/2025 Rockwood Wealth Management LLC49,721$2.36M0.2%-31.0%0.054%
4/11/2025 City State Bank143,641$6.83M2.2%+30.6%0.155%
4/11/2025 Disciplined Investments LLC110,328$5.24M2.4%+4.9%0.119%
4/10/2025 Eclectic Associates Inc. ADV133,170$6.33M1.7%+92.0%0.144%
4/10/2025 Firethorn Wealth Partners LLC27,867$1.32M0.6%+13.8%0.030%
4/10/2025 Apella Capital LLC2,694,401$127.80M4.4%+61.2%2.914%
4/9/2025 RFG Advisory LLC96,894$4.60M0.1%-79.7%0.105%
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4/9/2025 Merit Financial Group LLC4,276$203K0.0%-5.2%0.005%
4/9/2025 Graves Light Lenhart Wealth Inc.86,002$4.09M0.5%+2.7%0.093%
4/9/2025 Archer Investment Management LLC50,789$2.41M1.7%-3.7%0.055%
4/8/2025 HFG Wealth Management LLC14,675$688K0.4%+8.6%0.016%
4/7/2025 AdvisorNet Financial Inc2,396$114K0.0%+40.1%0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC166,540$7.81M0.0%+4.1%0.187%
3/10/2025SpringVest Wealth Management LLC25,265$1.18M1.0%N/A0.028%
3/7/2025Aegis Wealth Management LLC33,208$1.56M1.1%N/A0.037%
3/6/2025Arcadia Wealth Management Inc.66,690$3.13M2.7%N/A0.075%
3/3/2025American Investment Services Inc.36,114$1.69M0.3%+65.9%0.041%
3/3/2025Forthright Family Wealth Advisory LLC15,958$748K0.5%+1.8%0.018%
2/27/2025XY Planning Network Inc.41,079$1.93M1.4%N/A0.070%
2/24/2025Great Valley Advisor Group Inc.39,554$1.85M0.0%+23.0%0.068%
2/21/2025Vermillion Wealth Management Inc.8,534$400K0.2%N/A0.015%
2/20/2025Forum Financial Management LP38,093$1.79M0.0%N/A0.065%
2/19/2025Invst LLC23,593$1.11M0.1%+19.4%0.040%
2/19/2025Pinney & Scofield Inc.2,813$132K0.1%N/A0.005%
2/18/2025Legacy Financial Group Inc.378,622$17.75M5.7%+6.5%0.649%
2/18/2025McIlrath & Eck LLC410,508$19.25M2.5%+74.1%0.704%
2/18/2025Focus Partners Advisor Solutions LLC2,978,368$139.63M2.4%+47.2%5.109%
2/17/2025Waverly Advisors LLC306,895$14.39M0.2%-4.5%0.526%
2/17/2025Vermillion & White Wealth Management Group LLC58,814$2.76M2.0%+6.4%0.101%
2/17/2025 Vestment Financial LLC312,418$14.64M11.2%N/A0.536%
2/17/2025Studio Investment Management LLC168,454$7.90M1.7%N/A0.289%
2/17/2025Safeguard Investment Advisory Group LLC31,368$1.47M0.4%+12.1%0.054%
2/17/2025Focus Partners Wealth3,339,831$156.57M0.4%+24.1%5.729%
2/17/2025Francis Financial Inc.7,801$366K0.1%N/A0.013%
2/17/2025Cetera Investment Advisers37,265$1.75M0.0%+27.6%0.064%
2/17/2025Cary Street Partners Financial LLC7,773$364K0.0%N/A0.013%
2/17/2025Citadel Advisors LLC127,699$5.99M0.0%N/A0.219%
2/17/2025Bank of America Corp DE399,520$18.73M0.0%+24.3%0.685%
2/14/2025Mercer Global Advisors Inc. ADV170,227$7.98M0.0%+557.2%0.292%
2/14/2025Jane Street Group LLC36,120$1.69M0.0%+155.2%0.062%
2/14/2025Rehmann Capital Advisory Group25,555$1.20M0.1%+81.0%0.044%
2/14/2025Navigoe LLC15,085$707K0.7%N/A0.026%
2/14/2025Comerica Bank5,943$279K0.0%+101.9%0.010%
2/14/2025Parkshore Wealth Management Inc.77,217$3.62M2.2%N/A0.132%
2/14/2025Beacon Pointe Advisors LLC62,540$2.93M0.0%+11.0%0.107%
2/14/2025Betterment LLC211,839$9.93M0.0%+3.8%0.363%
2/14/2025Integrated Wealth Concepts LLC292,370$13.71M0.2%+30.2%0.501%
2/14/2025OneDigital Investment Advisors LLC2,712,839$127.18M1.5%+13.4%4.653%
2/14/2025TD Waterhouse Canada Inc.1,276$60K0.0%N/A0.002%
2/14/2025WPWealth LLP1,049,444$49.20M10.1%+6.4%1.800%
2/14/2025MML Investors Services LLC59,488$2.79M0.0%+13.7%0.102%
2/14/2025BOS Asset Management LLC35,170$1.65M0.6%+13.0%0.060%
2/14/2025Forum Financial Management LP38,093$1.79M0.0%N/A0.065%
2/13/2025Strategic Investment Solutions Inc. IL45,930$2.21M0.7%+14.3%0.079%
2/13/2025 Verisail Partners LLC361,752$16.96M7.9%N/A0.621%
2/13/2025Rather & Kittrell Inc.857,012$40.18M9.4%+17.3%1.470%
2/13/2025Main Street Financial Solutions LLC6,064$284K0.0%N/A0.010%
Warning: “DOGE Collapse” imminent (Ad)

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Click here to see what they’re predicting now.
2/13/2025CreativeOne Wealth LLC84,715$3.97M0.1%+23.6%0.145%
2/13/2025SageView Advisory Group LLC62,843$2.95M0.1%+2.0%0.108%
2/13/2025Savvy Advisors Inc.7,009$329K0.0%-17.4%0.012%
2/13/2025Keyes Stange & Wooten Wealth Management LLC469,764$22.02M13.0%+11.1%0.806%
2/13/2025 Glass Jacobson Investment Advisors llc12,862$603K0.2%-4.0%0.022%
2/13/2025One Degree Advisors Inc252,180$11.90M4.8%+3.2%0.433%
2/13/2025Raymond James Financial Inc.17,898$839K0.0%N/A0.031%
2/13/2025Renaissance Technologies LLC269,672$12.64M0.0%-31.4%0.463%
2/13/2025Cerity Partners LLC10,230$480K0.0%+3.0%0.018%
2/13/2025Titleist Asset Management LLC10,204$478K0.1%N/A0.018%
(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, 334 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), Apella Capital LLC ($127.80M), OneDigital Investment Advisors LLC ($127.18M), 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 316 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 46,403,936 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

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

Of the 128 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: Chicago Partners Investment Group LLC ($469.92K), RFG Advisory LLC ($441.97K), Jane Street Group LLC ($406.55K), Rockwood Wealth Management LLC ($362.93K), Cetera Advisors LLC ($344.06K), 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 5,190,650 shares in the last 24 months. This volume of shares sold represents approximately $243.66M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 4/19/2025 by MarketBeat.com Staff
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