DFSD — Dimensional Short-Duration Investment Grade ETF

Ownership history in FLOW TRADERS U.S. LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FLOW TRADERS U.S. LLC reported a position in Dimensional Short-Duration Investment Grade ETF (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2024 Q1)
Avg. % of fund
0.05%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 34,230 +13,136 +62.3% 0.07% $1.6M $47.42
2025 Q2 REDUCED 21,094 -8,420 -28.5% 0.04% $1.0M $46.72
2025 Q1 ADDED 29,514 +11,863 +67.2% 0.06% $1.4M $45.83
2024 Q2 REDUCED 17,651 -15,008 -46.0% 0.04% $830K $43.77
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% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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