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 339 institutions that hold shares in the stock, with a total of 68.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
4,168,547
shares
|
$199 Million
1.31% of portfolio
|
Q4 2024
Added 6120.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,978,368
shares
|
$142 Million
2.55% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,917,879
shares
|
$139 Million
1.73% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,694,401
shares
|
$129 Million
4.45% of portfolio
|
Q1 2025
Added 61.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,590,708
shares
|
$124 Million
11.2% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,308,782
shares
|
$110 Million
0.88% of portfolio
|
Q4 2024
Added 39.31%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,265,253
shares
|
$108 Million
17.94% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$99.1 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,951,467
shares
|
$93.1 Million
15.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,698,370
shares
|
$81 Million
0.11% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,477,213
shares
|
$70.5 Million
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,318,522
shares
|
$62.9 Million
5.06% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,315,142
shares
|
$62.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
1,189,286
shares
|
$56.8 Million
7.84% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,148,337
shares
|
$54.8 Million
10.45% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,085,893
shares
|
$51.8 Million
5.5% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,049,444
shares
|
$50.1 Million
10.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
938,226
shares
|
$44.8 Million
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
891,971
shares
|
$42.6 Million
13.26% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
857,012
shares
|
$40.9 Million
10.29% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
825,569
shares
|
$39.4 Million
5.04% of portfolio
|
Q1 2025
Added 46.39%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
779,421
shares
|
$37.2 Million
7.95% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
691,752
shares
|
$33 Million
8.12% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.4 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
579,477
shares
|
$27.7 Million
6.59% of portfolio
|
Q1 2025
Added 4.12%
|