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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
224,572
shares
|
$10.6 Million
0.14% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
218,499
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
217,683
shares
|
$10.3 Million
6.19% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
217,315
shares
|
$10.3 Million
0.88% of portfolio
|
Q3 2024
Added 164.99%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
217,092
shares
|
$10.3 Million
9.14% of portfolio
|
Q3 2024
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
213,987
shares
|
$10.1 Million
5.57% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
204,146
shares
|
$9.66 Million
0.02% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
199,549
shares
|
$9.45 Million
2.54% of portfolio
|
Q3 2024
Added 80.57%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
192,119
shares
|
$9.09 Million
1.01% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
185,814
shares
|
$8.8 Million
5.15% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
183,506
shares
|
$8.69 Million
1.96% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
178,853
shares
|
$8.47 Million
4.29% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
175,254
shares
|
$8.3 Million
4.96% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
159,976
shares
|
$7.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
156,748
shares
|
$7.42 Million
2.53% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
156,350
shares
|
$7.4 Million
2.21% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
156,264
shares
|
$7.4 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
155,707
shares
|
$7.37 Million
1.26% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
150,248
shares
|
$7.11 Million
1.76% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
150,217
shares
|
$7.11 Million
2.38% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
150,144
shares
|
$7.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
148,866
shares
|
$7.05 Million
1.69% of portfolio
|
Q3 2024
Added 76.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
144,777
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
144,723
shares
|
$6.85 Million
0.17% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
137,630
shares
|
$6.52 Million
0.06% of portfolio
|
Q3 2024
Added 44.84%
|