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 260 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,105
shares
|
$241,670
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
4,954
shares
|
$234,522
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,748
shares
|
$224,770
0.13% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,703
shares
|
$222,640
0.09% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
4,645
shares
|
$219,894
0.04% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
4,607
shares
|
$218,095
0.02% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,545
shares
|
$215,160
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,505
shares
|
$213,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
4,430
shares
|
$209,716
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,315
shares
|
$204,272
0.0% of portfolio
|
Q3 2024
Reduced 32.38%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,225
shares
|
$200,011
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,195
shares
|
$198,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,637
shares
|
$172,175
0.07% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$160,956
0.0% of portfolio
|
Q3 2024
Added 1092.98%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
3,065
shares
|
$145,097
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$139,321
0.0% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,175
shares
|
$102,964
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,032
shares
|
$96,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,301
shares
|
$61,589
0.0% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,262
shares
|
$59,743
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$47,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
831
shares
|
$39,339
0.0% of portfolio
|
Q3 2024
Added 1788.64%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
765
shares
|
$36,215
0.01% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
740
shares
|
$35,031
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
629
shares
|
$29,776
0.0% of portfolio
|
Q3 2024
Added 0.96%
|