DFSD · Dimensional Short-Duration Fixed Income ETF ETF
$47.20
-0.02 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,853,099
Total Shares: 122,578
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2023Top Holder
86.9%
+74.4 pts
Top 5
100.0%
+65.6 pts
Top 10
100.0%
+45.6 pts
HHI
7,729
Highly concentrated+7,300
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
1
Decreased
0
Sold Out
94
Unchanged
0
Holder count:
-93
Institutional value:
-98.7%
Shares held:
-98.7%
Top Buyers
vs Mar 31, 2023| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +38,783 | 106,566 |
Top Sellers
vs Mar 31, 2023No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 16,012 | $764,573 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large ASSETMARK, INC | 1,184,676 | $55,276,982 | |
| Mid BURNEY CO/ | 549,451 | $25,637,383 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 531,177 | $24,784,718 | |
| Micro TRIAD FINANCIAL ADVISORS, INC. | 502,318 | $23,438,157 | |
| Micro Silicon Hills Wealth Management, LLC | 487,977 | $22,769,006 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFSD | $5,088,526 | 86.94% | 106,566 | — |
+38,783
+57.2%
|
Shares | 2026-08-27 | |||||||||||||||||||||||||||||||
| Mega CITADEL ADVISORS LLC DFSD | $764,573 | 13.06% | 16,012 | — | New | Shares | 2026-09-02 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large ASSETMARK, INC DFSD | $55,276,982 | 944.41% | 1,184,676 | — | Sold Out | Shares | 2023-05-05 | |||||||||||||||||||||||||||||||
| Mid BURNEY CO/ DFSD | $25,637,383 | 438.01% | 549,451 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC DFSD | $24,784,718 | 423.45% | 531,177 | — | Sold Out | Shares | 2023-05-11 | |||||||||||||||||||||||||||||||
| Micro TRIAD FINANCIAL ADVISORS, INC. DFSD | $23,438,157 | 400.44% | 502,318 | — | Sold Out | Shares | 2023-05-05 | |||||||||||||||||||||||||||||||
| Micro Silicon Hills Wealth Management, LLC DFSD | $22,769,006 | 389.01% | 487,977 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC DFSD | $22,450,459 | 383.57% | 481,150 | — | Sold Out | Shares | 2023-05-11 | |||||||||||||||||||||||||||||||
| Mid RFG Advisory, LLC DFSD | $18,125,123 | 309.67% | 388,451 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Mid Cetera Advisors LLC DFSD | $16,258,770 | 277.78% | 348,452 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Mid Chicago Partners Investment Group LLC DFSD | $15,890,202 | 271.48% | 340,553 | — | Sold Out | Shares | 2023-04-26 | |||||||||||||||||||||||||||||||
| Small Mattern Wealth Management LLC DFSD | $15,688,071 | 268.03% | 336,221 | — | Sold Out | Shares | 2023-05-05 | |||||||||||||||||||||||||||||||
| Micro RCS Financial Planning, LLC DFSD | $14,318,554 | 244.63% | 306,870 | — | Sold Out | Shares | 2023-04-27 | |||||||||||||||||||||||||||||||
| Small PHILLIPS FINANCIAL MANAGEMENT, LLC DFSD | $14,059,171 | 240.20% | 301,311 | — | Sold Out | Shares | 2023-05-08 | |||||||||||||||||||||||||||||||
| Small Rather & Kittrell, Inc. DFSD | $12,267,147 | 209.58% | 262,905 | — | Sold Out | Shares | 2023-05-04 | |||||||||||||||||||||||||||||||
| Mid Savant Capital, LLC DFSD | $11,730,370 | 200.41% | 251,401 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Mid Vestmark Advisory Solutions, Inc. DFSD | $11,371,135 | 194.28% | 243,702 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro LEGACY FINANCIAL GROUP, INC. DFSD | $10,675,434 | 182.39% | 228,792 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC DFSD | $7,120,176 | 121.65% | 152,597 | — | Sold Out | Shares | 2023-05-16 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small CFS Investment Advisory Services, LLC DFSD | $6,962,931 | 118.96% | 149,227 | — | Sold Out | Shares | 2023-05-05 | |||||||||||||||||||||||||||||||
| Mega LPL Financial LLC DFSD | $6,809,933 | 116.35% | 145,948 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Micro Tillman Hartley LLC DFSD | $6,005,653 | 102.61% | 128,711 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
|
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| Small Graves Light Lenhart Wealth, Inc. DFSD | $6,000,755 | 102.52% | 128,606 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. DFSD | $5,465,236 | 93.37% | 117,129 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro FinDec Wealth Services, Inc. DFSD | $5,207,162 | 88.96% | 111,598 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Small Tortoise Investment Management, LLC DFSD | $3,892,937 | 66.51% | 83,432 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Small Root Financial Partners, LLC DFSD | $3,820,894 | 65.28% | 81,888 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Micro Strategic Investment Solutions, Inc. /IL DFSD | $3,491,844 | 59.66% | 74,836 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Micro Great Point Wealth Advisors, LLC DFSD | $3,250,055 | 55.53% | 69,654 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Micro Shira Ridge Wealth Management DFSD | $3,068,594 | 52.43% | 65,765 | — | Sold Out | Shares | 2023-05-08 | |||||||||||||||||||||||||||||||
| Micro Straight Path Wealth Management DFSD | $2,762,691 | 47.20% | 59,209 | — | Sold Out | Shares | 2023-04-26 | |||||||||||||||||||||||||||||||
| Micro MARYLAND CAPITAL ADVISORS INC. DFSD | $2,722,611 | 46.52% | 58,350 | — | Sold Out | Shares | 2023-04-26 | |||||||||||||||||||||||||||||||
| Small SageView Advisory Group, LLC DFSD | $2,639,182 | 45.09% | 56,562 | — | Sold Out | Shares | 2023-05-02 | |||||||||||||||||||||||||||||||
| Mid Buckingham Asset Management, LLC DFSD | $2,502,842 | 42.76% | 53,640 | — | Sold Out | Shares | 2023-05-11 | |||||||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank DFSD | $2,476,942 | 42.32% | 53,085 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Ruedi Wealth Management, Inc. DFSD | $2,445,217 | 41.78% | 52,405 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Large TRUIST FINANCIAL CORP DFSD | $2,262,123 | 38.65% | 48,481 | — | Sold Out | Shares | 2023-05-05 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small SAX WEALTH ADVISORS, LLC DFSD | $2,253,304 | 38.50% | 48,292 | — | Sold Out | Shares | 2023-05-05 | |||||||||||||||||||||||||||||||
| Small SC&H Financial Advisors, Inc. DFSD | $2,246,818 | 38.39% | 48,153 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Mid Atria Wealth Solutions, Inc. DFSD | $2,163,577 | 36.96% | 46,369 | — | Sold Out | Shares | 2023-06-14 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cambridge Investment Research Advisors, Inc. DFSD | $2,078,423 | 35.51% | 44,544 | — | Sold Out | Shares | 2023-05-11 | |||||||||||||||||||||||||||||||
| Small Acorn Wealth Advisors, LLC DFSD | $1,905,267 | 32.55% | 40,833 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Small Samalin Investment Counsel, LLC DFSD | $1,904,987 | 32.55% | 40,827 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Micro Essential Planning, LLC. DFSD | $1,862,293 | 31.82% | 39,912 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank DFSD | $1,834,016 | 31.33% | 39,306 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Integrated Wealth Concepts LLC DFSD | $1,796,596 | 30.69% | 38,504 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Small WEALTHSOURCE PARTNERS, LLC DFSD | $1,781,758 | 30.44% | 38,186 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Micro FirstPurpose Wealth LLC DFSD | $1,579,767 | 26.99% | 33,857 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Mid Orion Portfolio Solutions, LLC DFSD | $1,301,674 | 22.24% | 27,897 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Micro Bay Harbor Wealth Management, LLC DFSD | $1,294,395 | 22.11% | 27,741 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Large HighTower Advisors, LLC DFSD | $1,195,802 | 20.43% | 25,628 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Large Betterment LLC DFSD | $1,195,009 | 20.42% | 25,611 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Small Francis Financial, Inc. DFSD | $1,077,566 | 18.41% | 23,094 | — | Sold Out | Shares | 2023-05-04 | |||||||||||||||||||||||||||||||
| Mid Private Advisor Group, LLC DFSD | $1,029,552 | 17.59% | 22,065 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Micro MORRIS FINANCIAL CONCEPTS, INC. DFSD | $918,082 | 15.69% | 19,676 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Large RENAISSANCE TECHNOLOGIES LLC DFSD | $895,872 | 15.31% | 19,200 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Mid Focus Partners Advisor Solutions, LLC DFSD | $856,910 | 14.64% | 18,365 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Mid EverSource Wealth Advisors, LLC DFSD | $726,542 | 12.41% | 15,571 | — | Sold Out | Shares | 2023-05-11 | |||||||||||||||||||||||||||||||
| Micro FIRETHORN WEALTH PARTNERS, LLC DFSD | $700,833 | 11.97% | 15,020 | — | Sold Out | Shares | 2023-05-02 | |||||||||||||||||||||||||||||||
| Mid Apollon Wealth Management, LLC DFSD | $699,900 | 11.96% | 15,000 | — | Sold Out | Shares | 2023-05-16 | |||||||||||||||||||||||||||||||
| Small Orion Capital Management LLC DFSD | $645,167 | 11.02% | 13,827 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Mid LINCOLN NATIONAL CORP DFSD | $641,388 | 10.96% | 13,746 | — | Sold Out | Shares | 2023-05-02 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro WorthPointe, LLC DFSD | $545,268 | 9.32% | 11,686 | — | Sold Out | Shares | 2023-05-11 | |||||||||||||||||||||||||||||||
| Small Safeguard Investment Advisory Group, LLC DFSD | $537,429 | 9.18% | 11,518 | — | Sold Out | Shares | 2023-05-04 | |||||||||||||||||||||||||||||||
| Micro Verus Financial Partners, Inc. DFSD | $535,890 | 9.16% | 11,485 | — | Sold Out | Shares | 2023-05-08 | |||||||||||||||||||||||||||||||
| Micro WPWealth LLP DFSD | $534,770 | 9.14% | 11,461 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Mid IHT Wealth Management, LLC DFSD | $515,173 | 8.80% | 11,041 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Mid PATHSTONE FAMILY OFFICE, LLC Family Office DFSD | $507,894 | 8.68% | 10,885 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC DFSD | $492,076 | 8.41% | 10,546 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Small PBMares Wealth Management LLC DFSD | $491,749 | 8.40% | 10,539 | — | Sold Out | Shares | 2023-04-27 | |||||||||||||||||||||||||||||||
| Small NWAM LLC DFSD | $477,378 | 8.16% | 10,231 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Small Rehmann Capital Advisory Group DFSD | $423,159 | 7.23% | 9,069 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Micro Seaside Wealth Management, Inc. DFSD | $401,415 | 6.86% | 8,603 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Mid AVANTAX ADVISORY SERVICES, INC. DFSD | $392,457 | 6.71% | 8,411 | — | Sold Out | Shares | 2023-04-28 | |||||||||||||||||||||||||||||||
| Small Grey Street Capital, LLC DFSD | $391,944 | 6.70% | 8,400 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Mid CreativeOne Wealth, LLC DFSD | $369,313 | 6.31% | 7,915 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors DFSD | $356,155 | 6.08% | 7,633 | — | Sold Out | Shares | 2023-04-27 | |||||||||||||||||||||||||||||||
| Mid Krilogy Financial LLC DFSD | $344,630 | 5.89% | 7,386 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Small Intrepid Financial Planning Group LLC DFSD | $315,188 | 5.38% | 6,755 | — | Sold Out | Shares | 2023-05-02 | |||||||||||||||||||||||||||||||
| Small Matisse Capital DFSD | $303,290 | 5.18% | 6,500 | — | Sold Out | Shares | 2023-04-27 | |||||||||||||||||||||||||||||||
| Mid OLD MISSION CAPITAL LLC DFSD | $299,790 | 5.12% | 6,425 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Mid Beacon Pointe Advisors, LLC DFSD | $287,378 | 4.91% | 6,159 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Small Investment Advisory Group, LLC DFSD | $283,459 | 4.84% | 6,075 | — | Sold Out | Shares | 2023-05-02 | |||||||||||||||||||||||||||||||
| Large Kestra Advisory Services, LLC DFSD | $273,660 | 4.68% | 5,865 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| Mid Spire Wealth Management DFSD | $249,537 | 4.26% | 5,348 | — | Sold Out | Shares | 2023-05-09 | |||||||||||||||||||||||||||||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. DFSD | $233,160 | 3.98% | 4,997 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Small B&D White Capital Company, LLC DFSD | $231,480 | 3.95% | 4,961 | — | Sold Out | Shares | 2023-05-03 | |||||||||||||||||||||||||||||||
| Micro Geometric Wealth Advisors DFSD | $227,374 | 3.88% | 4,873 | — | Sold Out | Shares | 2023-05-01 | |||||||||||||||||||||||||||||||
| Small CARDIFF PARK ADVISORS, LLC DFSD | $159,763 | 2.73% | 3,424 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| Small WealthShield Partners, LLC DFSD | $113,057 | 1.93% | 2,423 | — | Sold Out | Shares | 2023-05-08 | |||||||||||||||||||||||||||||||
| Micro Disciplined Investments, LLC DFSD | $102,652 | 1.75% | 2,200 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Micro 25 LLC DFSD | $85,294 | 1.46% | 1,828 | — | Sold Out | Shares | 2023-05-10 | |||||||||||||||||||||||||||||||
| Small AdvisorNet Financial, Inc DFSD | $56,271 | 0.96% | 1,206 | — | Sold Out | Shares | 2023-04-28 | |||||||||||||||||||||||||||||||
| Mega UBS Group AG DFSD | $31,168 | 0.53% | 668 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro C M BIDWELL & ASSOCIATES LTD DFSD | $5,832 | 0.10% | 125 | — | Sold Out | Shares | 2023-05-12 | |||||||||||||||||||||||||||||||
| — PROEQUITIES, INC. DFSD | $0 | 0.00% | 0 | — | Sold Out | Shares | 2023-05-15 | |||||||||||||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||||||||||||