Stock ownership · SEC 13F · Q4 2025

DIMENSIONAL SHRT DRT FXD

Who owns DIMENSIONAL SHRT DRT FXD (CUSIP 25434V864)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$12.5M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $12.5M in DIMENSIONAL SHRT DRT FXD positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$12.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25434V864 · Q4 2025 $13M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $12.5M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - DIMENSIONAL SHRT DRT FXD's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of DIMENSIONAL SHRT DRT FXD
  1. 1
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $7.0M
  2. 2
    BDFS Capital LLC $5.5M
  3. 3
    Strategic Investment Solutions, Inc. /IL $47K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIMENSIONAL SHRT DRT FXD position has risen from 1 to 3 over the last 7 quarters of 13F filings.

012345 Q1'24Q2'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding DIMENSIONAL SHRT DRT FXD, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 145,974 $7.0M 55.8%
2 BDFS Capital LLC 114,443 $5.5M 43.8%
3 Strategic Investment Solutions, Inc. /IL 988 $47K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONAL SHRT DRT FXD's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $7.0M
BDFS Capital LLC $5.5M
Strategic Investment Solutions, Inc. /IL $47K

Complete exits (4)

Keyes, Stange & Wooten Wealth Management, LLC exited
Vermillion & White Wealth Management Group, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
TCFG WEALTH MANAGEMENT, LLC exited

Frequently Asked Questions

How many institutions hold DIMENSIONAL SHRT DRT FXD?▼
DIMENSIONAL SHRT DRT FXD is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIMENSIONAL SHRT DRT FXD?▼
Institutions report $12.5M of DIMENSIONAL SHRT DRT FXD as of Q4 2025.
How concentrated is ownership of DIMENSIONAL SHRT DRT FXD?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONAL SHRT DRT FXD, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIMENSIONAL SHRT DRT FXD?▼
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is the largest reported holder of DIMENSIONAL SHRT DRT FXD with $7.0M across 145,974 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.