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 332 institutions that hold shares in the stock, with a total of 66 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,999
shares
|
$1.09 Million
0.36% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,772
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
21,407
shares
|
$1.02 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,195
shares
|
$1.01 Million
0.83% of portfolio
|
Q4 2024
Added 211.42%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
21,192
shares
|
$1.01 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
20,935
shares
|
$995,040
0.1% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
20,747
shares
|
$986,104
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20,551
shares
|
$976,789
0.3% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
20,248
shares
|
$962,387
0.14% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,039
shares
|
$952,453
0.0% of portfolio
|
Q4 2024
Reduced 18.15%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
20,004
shares
|
$950,790
0.77% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
19,896
shares
|
$945,656
0.76% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
19,313
shares
|
$917,946
0.78% of portfolio
|
Q4 2024
Added 46.32%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
18,693
shares
|
$888,478
0.66% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
18,357
shares
|
$872,508
0.28% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,898
shares
|
$850,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
17,832
shares
|
$847,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,547
shares
|
$834,008
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,410
shares
|
$827,497
0.01% of portfolio
|
Q4 2024
Added 28.53%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
17,056
shares
|
$810,671
0.33% of portfolio
|
Q4 2024
Added 80.12%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
16,898
shares
|
$803,161
0.33% of portfolio
|
Q4 2024
Added 90.55%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
15,958
shares
|
$758,483
0.54% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
15,408
shares
|
$732,342
0.05% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
15,085
shares
|
$716,990
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
14,913
shares
|
$708,814
0.35% of portfolio
|
Q4 2024
Added 49.55%
|