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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,022
shares
|
$427,101
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
8,868
shares
|
$419,811
0.17% of portfolio
|
Q3 2024
Added 32.99%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
8,570
shares
|
$405,703
0.28% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
8,490
shares
|
$401,916
0.08% of portfolio
|
Q3 2024
Added 77.58%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
8,426
shares
|
$398,886
0.22% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
7,830
shares
|
$370,672
0.3% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,764
shares
|
$367,547
0.03% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
7,415
shares
|
$351,026
0.25% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,371
shares
|
$348,943
0.01% of portfolio
|
Q3 2024
Added 2398.64%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
7,280
shares
|
$344,635
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,135
shares
|
$337,770
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,000
shares
|
$331,380
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,862
shares
|
$324,847
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,806
shares
|
$322,196
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
6,794
shares
|
$321,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,793
shares
|
$321,580
0.01% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,605
shares
|
$312,680
0.14% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
6,500
shares
|
$307,710
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
6,083
shares
|
$287,969
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
6,081
shares
|
$287,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
5,907
shares
|
$279,637
0.11% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,701
shares
|
$269,885
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
5,661
shares
|
$267,991
0.08% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
5,375
shares
|
$254,452
0.08% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,318
shares
|
$251,754
0.03% of portfolio
|
Q2 2024
New holding
|