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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
46,303
shares
|
$2.19 Million
1.37% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
44,857
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 43.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,722
shares
|
$2.12 Million
0.14% of portfolio
|
Q4 2023
Added 12.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44,536
shares
|
$2.11 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
43,786
shares
|
$2.07 Million
1.1% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
43,135
shares
|
$2.04 Million
0.5% of portfolio
|
Q3 2024
Added 142.86%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
40,188
shares
|
$1.9 Million
0.57% of portfolio
|
Q3 2024
Added 59.65%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
40,126
shares
|
$1.9 Million
1.19% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
36,272
shares
|
$1.72 Million
0.88% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
35,406
shares
|
$1.68 Million
0.61% of portfolio
|
Q3 2024
Added 48.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
34,930
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
33,879
shares
|
$1.6 Million
0.9% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
32,870
shares
|
$1.56 Million
0.39% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
32,713
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
32,150
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
32,022
shares
|
$1.52 Million
0.69% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
31,352
shares
|
$1.48 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
31,131
shares
|
$1.47 Million
0.55% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
30,394
shares
|
$1.44 Million
0.61% of portfolio
|
Q3 2024
Added 105.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
30,355
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
30,116
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Added 154.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,211
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
28,659
shares
|
$1.36 Million
0.6% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
28,397
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
27,992
shares
|
$1.33 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.53%
|