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 67.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 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
|
$197 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
|
$141 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
|
$128 Million
1.54% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,694,401
shares
|
$128 Million
4.45% of portfolio
|
Q1 2025
Added 61.23%
|
|
|
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
|
$109 Million
0.88% of portfolio
|
Q4 2024
Added 39.31%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,265,253
shares
|
$107 Million
17.94% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$98.4 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,949,760
shares
|
$92.3 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
|
$80.4 Million
0.11% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,403,944
shares
|
$66.5 Million
0.02% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,315,142
shares
|
$62.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,229,932
shares
|
$58.2 Million
4.71% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
1,189,286
shares
|
$56.3 Million
7.84% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,148,337
shares
|
$54.4 Million
10.45% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,049,444
shares
|
$49.7 Million
10.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
938,226
shares
|
$44.4 Million
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
891,971
shares
|
$42.2 Million
13.26% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
857,012
shares
|
$40.6 Million
10.29% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
825,569
shares
|
$39.1 Million
5.04% of portfolio
|
Q1 2025
Added 46.39%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
809,302
shares
|
$38.3 Million
4.7% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
779,421
shares
|
$36.9 Million
7.95% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
691,752
shares
|
$32.7 Million
8.12% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.2 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
579,477
shares
|
$27.4 Million
6.59% of portfolio
|
Q1 2025
Added 4.12%
|