Institutional Ownership Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD). We have compiled data on the 332 institutions that hold shares in the stock, with a total of 66 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
4,168,547
shares
|
$198 Million
1.31% of portfolio
|
Q4 2024
Added 6120.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,978,368
shares
|
$142 Million
2.55% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,712,839
shares
|
$129 Million
1.54% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,590,708
shares
|
$123 Million
11.2% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,308,782
shares
|
$110 Million
0.88% of portfolio
|
Q4 2024
Added 39.31%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$98.7 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
2,047,397
shares
|
$97.3 Million
16.79% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,949,760
shares
|
$92.7 Million
14.78% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,698,370
shares
|
$80.7 Million
0.11% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,671,180
shares
|
$79.4 Million
3.08% of portfolio
|
Q4 2024
Added 57.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,403,944
shares
|
$66.7 Million
0.02% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,315,142
shares
|
$62.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,229,932
shares
|
$58.5 Million
4.71% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,223,345
shares
|
$58.1 Million
7.36% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,140,839
shares
|
$54.2 Million
9.81% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,049,444
shares
|
$49.9 Million
10.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
938,226
shares
|
$44.6 Million
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
880,955
shares
|
$41.9 Million
13.04% of portfolio
|
Q4 2024
Added 47.55%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
857,012
shares
|
$40.7 Million
10.29% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
809,302
shares
|
$38.5 Million
4.7% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
779,421
shares
|
$37 Million
7.95% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
709,717
shares
|
$33.7 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
644,994
shares
|
$30.7 Million
7.43% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.3 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
563,958
shares
|
$26.8 Million
3.13% of portfolio
|
Q4 2024
Added 33.89%
|