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

Dimensional Short-Duration Fixed Income ETF logo
$47.22 +0.11 (+0.23%)
As of 02/21/2025 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)
261
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$118.39M
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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
2/21/2025Vermillion Wealth Management Inc.8,534$400K0.2%N/A0.015%
2/20/2025 Forum Financial Management LP38,093$1.79M0.0%N/A0.065%
2/19/2025 Invst LLC23,593$1.11M0.1%+19.4%0.040%
2/19/2025 Pinney & Scofield Inc.2,813$132K0.1%N/A0.005%
2/18/2025 Legacy Financial Group Inc.378,622$17.75M5.7%+6.5%0.649%
2/18/2025 McIlrath & Eck LLC410,508$19.25M2.5%+74.1%0.704%
2/18/2025 Focus Partners Advisor Solutions LLC2,978,368$139.63M2.4%+47.2%5.109%
2/17/2025 Waverly Advisors LLC306,895$14.39M0.2%-4.5%0.526%
2/17/2025 Vermillion & 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%
2/17/2025 Studio Investment Management LLC168,454$7.90M1.7%N/A0.289%
2/17/2025 Safeguard Investment Advisory Group LLC31,368$1.47M0.4%+12.1%0.054%
2/17/2025 Focus Partners Wealth3,339,831$156.57M0.4%+24.1%5.729%
2/17/2025 Francis Financial Inc.7,801$366K0.1%N/A0.013%
2/17/2025 Cetera Investment Advisers37,265$1.75M0.0%+27.6%0.064%
2/17/2025 Cary Street Partners Financial LLC7,773$364K0.0%N/A0.013%
2/17/2025 Citadel Advisors LLC127,699$5.99M0.0%N/A0.219%
2/17/2025 Bank of America Corp DE399,520$18.73M0.0%+24.3%0.685%
2/14/2025 Mercer Global Advisors Inc. ADV170,227$7.98M0.0%+557.2%0.292%
2/14/2025 Jane Street Group LLC36,120$1.69M0.0%+155.2%0.062%
2/14/2025 Rehmann Capital Advisory Group25,555$1.20M0.1%+81.0%0.044%
2/14/2025 Navigoe LLC15,085$707K0.7%N/A0.026%
2/14/2025 Comerica Bank5,943$279K0.0%+101.9%0.010%
2/14/2025 Parkshore Wealth Management Inc.77,217$3.62M2.2%N/A0.132%
2/14/2025 Beacon Pointe Advisors LLC62,540$2.93M0.0%+11.0%0.107%
2/14/2025 Betterment LLC211,839$9.93M0.0%+3.8%0.363%
2/14/2025 Integrated Wealth Concepts LLC292,370$13.71M0.2%+30.2%0.501%
2/14/2025 OneDigital Investment Advisors LLC2,712,839$127.18M1.5%+13.4%4.653%
2/14/2025 TD Waterhouse Canada Inc.1,276$60K0.0%N/A0.002%
2/14/2025 WPWealth LLP1,049,444$49.20M10.1%+6.4%1.800%
2/14/2025 MML Investors Services LLC59,488$2.79M0.0%+13.7%0.102%
2/14/2025 BOS Asset Management LLC35,170$1.65M0.6%+13.0%0.060%
2/14/2025 Forum Financial Management LP38,093$1.79M0.0%N/A0.065%
2/13/2025 Strategic 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%
2/13/2025 Rather & Kittrell Inc.857,012$40.18M9.4%+17.3%1.470%
2/13/2025 Main Street Financial Solutions LLC6,064$284K0.0%N/A0.010%
2/13/2025 CreativeOne Wealth LLC84,715$3.97M0.1%+23.6%0.145%
2/13/2025 SageView Advisory Group LLC62,843$2.95M0.1%+2.0%0.108%
2/13/2025 Savvy Advisors Inc.7,009$329K0.0%-17.4%0.012%
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2/13/2025 Keyes 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%
2/13/2025 One Degree Advisors Inc252,180$11.90M4.8%+3.2%0.433%
2/13/2025 Raymond James Financial Inc.17,898$839K0.0%N/A0.031%
2/13/2025 Renaissance Technologies LLC269,672$12.64M0.0%-31.4%0.463%
2/13/2025 Cerity Partners LLC10,230$480K0.0%+3.0%0.018%
2/13/2025 Titleist Asset Management LLC10,204$478K0.1%N/A0.018%
2/13/2025 Envestnet Asset Management Inc.1,403,944$65.82M0.0%+6.1%2.408%
2/13/2025 Wells Fargo & Company MN1,608$75K0.0%-52.7%0.003%
2/12/2025 Prudent Man Investment Management Inc.1,839$86K0.0%N/A0.003%
2/12/2025 Physician Wealth Advisors Inc.1,190$56K0.0%N/A0.002%
2/12/2025 Orion Portfolio Solutions LLC69,714$3.27M0.0%+37.1%0.120%
2/12/2025 Hippocratic Financial Advisors LLC487,246$22.84M15.9%N/A0.836%
2/12/2025 BCO Wealth Management LLC254,641$11.94M9.9%N/A0.437%
2/12/2025 AssuredPartners Investment Advisors LLC134,557$6.31M1.2%N/A0.231%
2/12/2025 JPMorgan Chase & Co.20,039$939K0.0%-18.2%0.034%
2/12/2025 Foundation Wealth Management LLC PA68,631$3.22M1.6%N/A0.118%
2/12/2025 SwitchPoint Financial Planning LLC76,825$3.60M3.4%N/A0.132%
2/11/2025 Signature Estate & Investment Advisors LLC33,614$1.58M0.0%+380.2%0.058%
2/11/2025 WorthPointe LLC17,056$800K0.3%+80.1%0.029%
2/11/2025 TAGStone Capital Inc.14,913$699K0.3%+49.5%0.026%
2/11/2025 Jackson Thornton Wealth Management LLC381,296$17.88M2.3%+18.2%0.654%
2/11/2025 Clune & Associates LTD.220,193$10.32M3.4%N/A0.378%
2/11/2025 LPL Financial LLC233,287$10.94M0.0%+6.8%0.400%
2/11/2025 Samalin Investment Counsel LLC32,518$1.52M0.7%+1.5%0.056%
2/11/2025 Plancorp LLC4,904$230K0.0%N/A0.008%
2/11/2025 von Borstel & Associates Inc.123,997$5.81M2.3%+53.9%0.213%
2/11/2025 Millstone Evans Group LLC21,192$993K0.7%N/A0.036%
2/11/2025 SageOak Financial LLC296,521$13.90M12.7%N/A0.509%
2/10/2025 Thrivent Financial for Lutherans5,747$269K0.0%N/A0.010%
2/10/2025 Dopkins Wealth Management LLC34,997$1.64M0.8%N/A0.060%
2/10/2025 Curio Wealth LLC548,616$25.72M13.8%N/A0.941%
2/10/2025 Yardley Wealth Management LLC205,904$9.68M4.7%+17.5%0.353%
2/10/2025 Corient Private Wealth LLC147,030$6.89M0.0%+1.6%0.252%
2/10/2025 Envestnet Portfolio Solutions Inc.79,242$3.72M0.0%-1.5%0.136%
2/10/2025 Poinciana Advisors Group LLC4,498$211K0.2%N/A0.008%
2/10/2025 Northwest Wealth Management LLC284,233$13.33M2.8%+90.9%0.488%
2/10/2025 Phillips Financial Management LLC1,229,932$57.66M4.5%+43.0%2.110%
2/10/2025 Commonwealth Equity Services LLC938,226$43.98M0.1%+3.7%1.609%
2/10/2025 DecisionMap Wealth Management LLC34,520$1.62M1.3%N/A0.059%
2/10/2025 Tillman Hartley LLC209,028$9.80M2.8%+33.7%0.359%
2/10/2025 Avantax Advisory Services Inc.17,410$816K0.0%+28.5%0.030%
2/10/2025 Essential Planning LLC.4,168,547$197.21M1.3%+6,120.7%7.150%
2/10/2025 Farther Finance Advisors LLC99,521$4.67M0.2%+73.8%0.171%
2/10/2025 Parkworth Wealth Management Inc.75,929$3.56M3.0%N/A0.130%
2/10/2025 EverSource Wealth Advisors LLC27,656$1.30M0.1%+3.1%0.047%
2/7/2025 HighTower Advisors LLC1,698,370$79.62M0.1%+3.8%2.913%
2/7/2025 Warburton Capital Management LLC4,589$215K0.2%N/A0.008%
2/7/2025 Geometric Wealth Advisors13,069$613K0.1%+19.1%0.022%
2/7/2025 Claris Advisors LLC MO40,633$1.91M0.7%+12.0%0.070%
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2/7/2025 Tortoise Investment Management LLC144,952$6.80M0.7%-24.6%0.249%
2/7/2025 Altiora Financial Group LLC779,421$36.54M8.0%+6.2%1.337%
2/7/2025 Keb Asset Management LLC7,168$336K0.1%N/A0.012%
2/7/2025 Simplicity Wealth LLC24,263$1.14M0.2%-2.9%0.042%
2/7/2025 Sowell Financial Services LLC43,868$2.06M0.1%-5.3%0.075%
2/7/2025 Pillar Financial Advisors LLC55,894$2.62M2.0%N/A0.096%
2/7/2025 Rialto Wealth Management LLC552$26K0.0%N/A0.001%
2/7/2025 Red Lighthouse Investment Management LLC729$34K0.0%N/A0.001%
2/7/2025 Babb Wealth Advisors LLC85,430$4.01M3.2%N/A0.147%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors36,738$1.72M0.3%+50.2%0.063%
(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, 329 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 ($127.18M), Beaird Harris Wealth Management LLC ($118.83M), Savant Capital LLC ($108.24M), and Planning Center Inc. ($95.98M).Learn more on DFSD's institutional investors.

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

Of the 310 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), Beaird Harris Wealth Management LLC ($2.49M), DiNuzzo Private Wealth Inc. ($2.05M), Apella Capital LLC ($1.67M), Savant Capital LLC ($1.42M), Market Street Wealth Management Advisors LLC ($1.11M), 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 44,775,598 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

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

Of the 126 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 4,949,751 shares in the last 24 months. This volume of shares sold represents approximately $232.01M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 2/22/2025 by MarketBeat.com Staff
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