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 222 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
2,246,576
shares
|
$105 Million
10.59% of portfolio
|
Q1 2024
Added 10.26%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
1,946,362
shares
|
$91.3 Million
15.85% of portfolio
|
Q4 2023
Added 2.58%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,768,917
shares
|
$83 Million
1.34% of portfolio
|
Q1 2024
Added 39.55%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,578,383
shares
|
$74.1 Million
0.12% of portfolio
|
Q1 2024
Added 161.92%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
1,576,380
shares
|
$74 Million
0.84% of portfolio
|
Q1 2024
Added 68.64%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,124,533
shares
|
$52.8 Million
0.07% of portfolio
|
Q1 2024
Added 155.48%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,058,132
shares
|
$49.7 Million
0.02% of portfolio
|
Q1 2024
Added 47.1%
|
|
Market Street Wealth Management Advisors LLC
|
Apr 11, 2024 Q1 2024 |
1,017,050
shares
|
$47.7 Million
9.44% of portfolio
|
Q1 2024
Added 10.47%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
903,775
shares
|
$42.4 Million
0.49% of portfolio
|
Q1 2024
Added 42.68%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
850,827
shares
|
$39.9 Million
0.07% of portfolio
|
Q1 2024
Added 12.58%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
809,643
shares
|
$38 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
Wp Wealth LLP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
808,853
shares
|
$38 Million
9.83% of portfolio
|
Q1 2024
Added 281.49%
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
804,918
shares
|
$37.8 Million
1.92% of portfolio
|
Q1 2024
Added 8.36%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 08, 2024 Q1 2024 |
800,080
shares
|
$37.5 Million
6.15% of portfolio
|
Q1 2024
Added 24.1%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
624,410
shares
|
$29.3 Million
2.46% of portfolio
|
Q1 2024
Added 22.81%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$28.9 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Apr 25, 2024 Q1 2024 |
550,493
shares
|
$25.8 Million
8.06% of portfolio
|
Q1 2024
Added 30.49%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$24.4 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|
|
Mattern Wealth Management LLC
|
May 13, 2024 Q1 2024 |
512,752
shares
|
$24.1 Million
6.04% of portfolio
|
Q1 2024
Added 5.73%
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 29, 2024 Q1 2024 |
506,893
shares
|
$23.8 Million
7.5% of portfolio
|
Q1 2024
Added 4.33%
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 29, 2024 Q1 2024 |
439,971
shares
|
$20.6 Million
11.01% of portfolio
|
Q1 2024
Added 2.03%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
412,706
shares
|
$19.4 Million
0.68% of portfolio
|
Q1 2024
Added 5.0%
|
|
Burney CO
Reston, VA |
May 22, 2024 Q1 2024 |
397,660
shares
|
$18.7 Million
0.78% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
386,230
shares
|
$18.1 Million
2.14% of portfolio
|
Q1 2024
Added 63.23%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
384,215
shares
|
$18 Million
0.43% of portfolio
|
Q1 2024
Reduced 6.92%
|