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 281 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,489,092
shares
|
$117 Million
11.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,391,290
shares
|
$113 Million
1.35% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,308,782
shares
|
$109 Million
0.88% of portfolio
|
Q4 2024
Added 39.31%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$98 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
2,047,397
shares
|
$96.6 Million
16.79% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,023,289
shares
|
$95.4 Million
2.21% of portfolio
|
Q3 2024
Added 342.4%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,949,760
shares
|
$92 Million
14.78% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,671,180
shares
|
$78.8 Million
3.08% of portfolio
|
Q4 2024
Added 57.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,636,535
shares
|
$77.2 Million
0.11% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,332,379
shares
|
$62.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,323,253
shares
|
$62.4 Million
0.02% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,223,345
shares
|
$57.7 Million
7.36% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,140,839
shares
|
$53.8 Million
9.81% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
986,752
shares
|
$46.5 Million
9.77% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
905,006
shares
|
$42.7 Million
0.07% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
860,085
shares
|
$40.6 Million
3.27% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
809,302
shares
|
$38.2 Million
4.7% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
733,706
shares
|
$34.6 Million
7.74% of portfolio
|
Q3 2024
Added 37.89%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
730,650
shares
|
$34.5 Million
9.23% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
709,717
shares
|
$33.5 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
644,994
shares
|
$30.4 Million
7.43% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.1 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
597,050
shares
|
$28.2 Million
9.78% of portfolio
|
Q3 2024
Added 63.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
563,958
shares
|
$26.6 Million
3.13% of portfolio
|
Q4 2024
Added 33.89%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
556,565
shares
|
$26.3 Million
6.18% of portfolio
|
Q4 2024
Added 1.44%
|