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 |
|---|---|---|---|---|---|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
457,368
shares
|
$21.7 Million
10.72% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
451,119
shares
|
$21.4 Million
0.68% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
429,698
shares
|
$20.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
422,800
shares
|
$20 Million
11.98% of portfolio
|
Q3 2024
Added 51.43%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
421,197
shares
|
$19.9 Million
2.4% of portfolio
|
Q3 2024
Added 981.88%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
412,653
shares
|
$19.5 Million
2.17% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
393,203
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Added 84.16%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
365,408
shares
|
$17.3 Million
6.01% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
359,098
shares
|
$17 Million
11.11% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
355,630
shares
|
$16.8 Million
5.71% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
328,361
shares
|
$15.5 Million
2.94% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
322,525
shares
|
$15.3 Million
2.05% of portfolio
|
Q3 2024
Added 88.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
321,499
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
321,220
shares
|
$15.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
320,796
shares
|
$15.2 Million
8.41% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
278,977
shares
|
$13.2 Million
4.63% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
274,963
shares
|
$13 Million
12.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
266,241
shares
|
$12.6 Million
5.44% of portfolio
|
Q2 2024
Added 19.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
264,428
shares
|
$12.5 Million
0.52% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,249
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2023
Reduced 89.06%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
261,427
shares
|
$12.4 Million
6.93% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
244,312
shares
|
$11.6 Million
4.92% of portfolio
|
Q3 2024
Added 4951.94%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
235,769
shares
|
$11.2 Million
1.96% of portfolio
|
Q3 2024
Added 341.52%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
230,927
shares
|
$10.9 Million
8.22% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
230,923
shares
|
$10.9 Million
0.34% of portfolio
|
Q3 2024
Added 5.33%
|