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 |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
131,715
shares
|
$6.24 Million
3.04% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
131,576
shares
|
$6.23 Million
2.34% of portfolio
|
Q3 2024
Added 463.4%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
131,356
shares
|
$6.22 Million
1.2% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
127,681
shares
|
$6.04 Million
0.22% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
126,979
shares
|
$6.01 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
123,361
shares
|
$5.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
122,828
shares
|
$5.81 Million
4.59% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
117,225
shares
|
$5.55 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
116,251
shares
|
$5.5 Million
2.83% of portfolio
|
Q3 2024
Added 138.58%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
115,083
shares
|
$5.45 Million
0.89% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
114,627
shares
|
$5.43 Million
0.01% of portfolio
|
Q3 2024
Added 30.84%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
112,694
shares
|
$5.33 Million
2.68% of portfolio
|
Q3 2024
Added 83.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
104,824
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
98,254
shares
|
$4.65 Million
0.19% of portfolio
|
Q2 2024
Added 11.55%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
94,773
shares
|
$4.49 Million
1.62% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
92,612
shares
|
$4.38 Million
2.27% of portfolio
|
Q3 2024
Added 83.9%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
91,363
shares
|
$4.33 Million
2.15% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
91,324
shares
|
$4.32 Million
0.42% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
83,988
shares
|
$3.98 Million
2.01% of portfolio
|
Q3 2024
Added 52.78%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
83,265
shares
|
$3.94 Million
1.39% of portfolio
|
Q3 2024
Added 33.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
82,380
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2024
Added 33.18%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
81,013
shares
|
$3.84 Million
1.84% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
80,593
shares
|
$3.82 Million
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
80,471
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
80,175
shares
|
$3.8 Million
2.91% of portfolio
|
Q3 2024
Added 22.21%
|