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

Dimensional Short-Duration Fixed Income ETF logo
$47.02 +0.06 (+0.13%)
As of 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)
185
Total
Institutional Inflows
(last 12 months)
$893.84M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$113.23M
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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
1/21/2025Rockwood Wealth Management LLC72,035$3.38M0.4%-82.5%0.124%
1/21/2025Stewardship Advisors LLC10,024$470K0.1%+40.5%0.017%
1/21/2025B.O.S.S. Retirement Advisors LLC14,702$689K0.2%N/A0.025%
1/21/2025CFS Investment Advisory Services LLC158,746$7.44M0.7%+1.6%0.272%
1/21/2025SJS Investment Consulting Inc.350,883$16.45M2.8%+6.9%0.602%
1/21/2025Geneos Wealth Management Inc.7,989$375K0.0%+8.4%0.014%
1/21/2025Dynamic Advisor Solutions LLC236,004$11.06M0.5%+2.2%0.405%
1/21/2025Firethorn Wealth Partners LLC24,492$1.15M0.6%+13.5%0.042%
1/21/2025Eclectic Associates Inc. ADV69,375$3.25M1.0%+128.3%0.119%
1/21/2025Wheelhouse Advisory Group LLC112,318$5.27M3.2%+138.6%0.193%
1/21/2025RFG Advisory LLC477,757$22.40M0.6%+5.9%0.819%
1/17/2025 Market Street Wealth Management Advisors LLC1,140,839$53.48M9.0%+3.1%1.957%
1/17/2025 Kraft Asset Management LLC21,195$994K0.8%+211.4%0.036%
1/17/2025 Capstone Wealth Management LLC11,284$529K0.5%N/A0.019%
1/17/2025 Aspire Private Capital LLC46,200$2.17M0.5%+7.1%0.079%
1/17/2025 Signature Resources Capital Management LLC309,254$14.50M12.9%+12.5%0.530%
1/17/2025 Great Waters Wealth Management1,223,345$57.35M7.4%+12.2%2.098%
1/16/2025 Pure Financial Advisors LLC144,428$6.77M0.2%-0.2%0.248%
1/16/2025 Shore Point Advisors LLC37,045$1.74M0.9%+9.3%0.064%
1/16/2025 Onyx Financial Advisors LLC328,160$15.38M8.4%+2.3%0.563%
1/16/2025 Diversify Wealth Management LLC89,010$4.16M0.3%-2.5%0.153%
1/16/2025 Client 1ST Advisory Group LLC292,358$13.71M5.3%N/A0.501%
1/16/2025 Brady Martz Wealth Solutions LLC88,288$4.13M1.0%N/A0.151%
1/15/2025 TCP Asset Management LLC37,940$1.78M0.4%+15.4%0.065%
1/15/2025 Helen Stephens Group LLC4,317$202K0.1%-23.7%0.007%
1/15/2025 Sax Wealth Advisors LLC428,894$20.11M1.6%-21.7%0.736%
1/15/2025 Merit Financial Group LLC4,511$211K0.0%N/A0.008%
1/15/2025 Wealthcare Advisory Partners LLC9,207$432K0.0%-7.2%0.016%
1/15/2025 Great Oak Capital Partners LLC447,614$20.92M7.0%+22.5%0.768%
1/15/2025 Family Wealth Partners LLC141,404$6.63M3.2%+20.6%0.243%
1/14/2025 Burney Co.125,800$5.90M0.2%-16.2%0.216%
1/14/2025 Apella Capital LLC1,671,180$78.35M3.0%+57.3%2.867%
1/14/2025 Park Avenue Securities LLC439,220$20.59M0.2%+2.2%0.753%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.73,364$3.44M1.4%+3.0%0.126%
1/14/2025 Graves Light Lenhart Wealth Inc.83,706$3.92M0.5%+4.7%0.144%
1/14/2025 Shira Ridge Wealth Management180,705$8.47M4.1%+55.4%0.310%
1/13/2025 AdvisorNet Financial Inc1,710$80K0.0%+31.4%0.003%
1/13/2025 HFG Wealth Management LLC13,507$645K0.4%+3.9%0.023%
1/13/2025 City State Bank109,964$5.16M1.8%+130.9%0.189%
1/2/2025 Peirce Capital Management LLC185,735$8.71M4.5%+3.8%0.319%
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12/26/2024JPMorgan Chase & Co.24,483$1.17M0.0%-48.9%0.042%
12/9/2024Forthright Family Wealth Advisory LLC15,672$744K0.5%-10.0%0.027%
12/2/2024Beaird Harris Wealth Management LLC2,489,092$118.83M10.4%+4.9%4.269%
11/19/2024McIlrath & Eck LLC235,769$11.26M1.4%+341.5%0.404%
11/19/2024Invst LLC19,760$943K0.1%+29.0%0.034%
11/15/2024MML Investors Services LLC52,317$2.50M0.0%+13.2%0.090%
11/15/2024Passive Capital Management LLC.83,265$3.98M1.4%+33.9%0.143%
11/15/2024Orion Portfolio Solutions LLC50,864$2.43M0.1%-4.4%0.087%
11/15/2024Jane Street Group LLC14,154$676K0.0%-96.6%0.024%
11/15/2024SageView Advisory Group LLC61,630$2.94M0.1%+4.6%0.106%
11/15/2024Pinnacle Family Advisors LLC9,082$434K0.2%+8.4%0.016%
11/15/2024Integrated Wealth Concepts LLC224,572$10.72M0.1%+1.4%0.385%
11/15/2024HighTower Advisors LLC1,636,535$78.14M0.1%+2.7%2.807%
11/14/2024CreativeOne Wealth LLC68,553$3.27M0.1%+862.7%0.118%
11/13/2024WorthPointe LLC9,469$452K0.2%+35.4%0.016%
11/13/2024Townsquare Capital LLC4,315$206K0.0%-32.4%0.007%
11/13/2024Acorn Wealth Advisors LLC61,619$2.94M1.3%-3.8%0.106%
11/12/2024Cerity Partners LLC9,936$474K0.0%-2.6%0.017%
11/12/2024Keyes Stange & Wooten Wealth Management LLC422,800$20.18M12.0%+51.4%0.725%
11/12/2024Nwam LLC14,676$701K0.0%+4.3%0.025%
11/12/2024CFS Investment Advisory Services LLC156,264$7.46M0.6%-0.7%0.268%
11/12/2024Concorde Asset Management LLC4,748$227K0.1%-16.2%0.008%
11/12/2024Altiora Financial Group LLC733,706$35.03M7.7%+37.9%1.259%
11/8/2024Yardley Wealth Management LLC175,254$8.37M5.0%N/A0.301%
11/7/2024Phillips Financial Management LLC860,085$41.06M3.2%+26.9%1.475%
11/7/2024Essential Planning LLC.67,011$3.20M1.3%+15.6%0.115%
11/6/2024Straight Path Wealth Management9,518$454K0.2%-91.3%0.016%
11/6/2024Heritage Investment Group Inc.131,356$6.27M1.2%+7.1%0.225%
11/6/2024Squire Investment Management Company LLC75,006$3.58M1.7%+34.8%0.129%
11/6/2024Signature Estate & Investment Advisors LLC7,000$334K0.0%N/A0.012%
11/6/2024OneDigital Investment Advisors LLC2,391,290$114.16M1.3%+9.8%4.102%
11/6/2024Diversified Portfolios Inc.421,197$20.11M2.3%+981.9%0.722%
11/5/2024Aptus Capital Advisors LLC2,032$97K0.0%N/A0.003%
11/5/2024Savvy Advisors Inc.8,490$405K0.1%+77.6%0.015%
11/5/2024Apollon Wealth Management LLC64,670$3.09M0.1%+0.4%0.111%
11/5/2024Vestia Personal Wealth Advisors19,072$911K0.7%+29.0%0.033%
11/5/2024Northwest Wealth Management LLC148,866$7.11M1.7%+76.1%0.255%
11/4/2024TRU Independence Asset Management 2 LLC217,092$10.36M8.7%N/A0.372%
11/4/2024Disciplined Investments LLC92,612$4.42M2.2%+83.9%0.159%
11/4/2024FMB Wealth Management48,331$2.31M1.3%-2.5%0.083%
11/2/2024Austin Asset Management Co Inc10,015$478K0.1%+12.2%0.017%
11/1/2024Tillman Hartley LLC156,350$7.46M2.2%+13.6%0.268%
11/1/2024Rather & Kittrell Inc.730,650$34.88M8.5%+10.3%1.253%
11/1/2024Assetmark Inc.1,332,379$63.61M0.2%-2.2%2.285%
11/1/2024Beta Wealth Group Inc.91,363$4.36M2.0%-2.9%0.157%
11/1/2024Capital Performance Advisors LLP5,375$257K0.1%-8.1%0.009%
10/30/2024Wheelhouse Advisory Group LLC47,075$2.25M1.5%N/A0.081%
10/29/2024 Pure Financial Advisors LLC144,723$6.91M0.2%+0.5%0.248%
10/29/2024Chicago Partners Investment Group LLC127,681$6.04M0.2%+3.5%0.219%
10/29/2024Farther Finance Advisors LLC57,246$2.73M0.1%-6.5%0.098%
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10/29/2024Oceanside Advisors LLC230,927$11.02M8.2%+3.2%0.396%
10/28/2024Valued Wealth Advisors LLC359,098$17.14M11.1%+2.9%0.616%
10/25/2024 Seaside Wealth Management Inc.5,907$282K0.1%+5.5%0.010%
10/25/2024 Diversify Wealth Management LLC91,324$4.32M0.4%-10.6%0.157%
10/25/2024PBMares Wealth Management LLC26,122$1.25M0.3%-3.0%0.045%
10/25/2024SC&H Financial Advisors Inc.183,506$8.76M1.9%+22.1%0.315%
10/25/2024Quarry Hill Advisors LLC24,604$1.18M0.8%-10.0%0.042%
10/25/2024Geometric Wealth Advisors10,976$524K0.1%-12.3%0.019%
10/25/2024Barry Investment Advisors LLC19,971$953K0.3%+21.0%0.034%
10/24/2024TCI Wealth Advisors Inc.7,764$371K0.0%-10.3%0.013%
(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, 261 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Beaird Harris Wealth Management LLC ($118.83M), OneDigital Investment Advisors LLC ($114.16M), DiNuzzo Private Wealth Inc. ($95.42M), Apella Capital LLC ($78.35M), HighTower Advisors LLC ($78.14M), Assetmark Inc. ($63.61M), and Envestnet Asset Management Inc. ($58.94M).Learn more on DFSD's institutional investors.

Which institutional investors have been buying Dimensional Short-Duration Fixed Income ETF stock?

Of the 245 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: Beaird Harris Wealth Management LLC ($2.49M), DiNuzzo Private Wealth Inc. ($2.05M), Apella Capital LLC ($1.67M), Great Waters Wealth Management ($1.22M), Market Street Wealth Management Advisors LLC ($1.17M), Savant Capital LLC ($772.56K), and Buckingham Strategic Wealth LLC ($765.90K).

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

Institutional investors have bought a total of 31,027,299 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 115 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), Jane Street Group LLC ($406.55K), Cetera Advisors LLC ($344.06K), Rockwood Wealth Management LLC ($340.62K), Burney Co. ($264.88K), Vestmark Advisory Solutions Inc. ($209.25K), and Annapolis Financial Services LLC ($208.36K).

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

Institutional investors have sold a total of 4,457,351 shares in the last 24 months. This volume of shares sold represents approximately $208.81M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 1/21/2025 by MarketBeat.com Staff
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