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 251 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
2,371,759
shares
|
$113 Million
11.04% of portfolio
|
Q2 2024
Added 5.57%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
2,177,374
shares
|
$104 Million
1.31% of portfolio
|
Q2 2024
Added 23.09%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$99.3 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
2,000,410
shares
|
$95.6 Million
16.24% of portfolio
|
Q2 2024
Added 2.78%
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
1,972,246
shares
|
$94.2 Million
16.69% of portfolio
|
Q2 2024
Added 3943.48%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,593,872
shares
|
$76.2 Million
0.12% of portfolio
|
Q2 2024
Added 0.98%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,361,940
shares
|
$65.1 Million
0.2% of portfolio
|
Q2 2024
Added 68.21%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,254,049
shares
|
$59.9 Million
0.02% of portfolio
|
Q2 2024
Added 18.52%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
1,186,717
shares
|
$56.7 Million
0.55% of portfolio
|
Q2 2024
Added 31.31%
|
|
Market Street Wealth Management Advisors LLC
|
Jul 29, 2024 Q2 2024 |
1,079,668
shares
|
$51.6 Million
9.71% of portfolio
|
Q2 2024
Added 6.16%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
1,040,660
shares
|
$49.7 Million
2.24% of portfolio
|
Q2 2024
Added 29.29%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 08, 2024 Q2 2024 |
956,929
shares
|
$45.7 Million
6.87% of portfolio
|
Q2 2024
Added 19.6%
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
886,132
shares
|
$42.3 Million
10.06% of portfolio
|
Q2 2024
Added 9.55%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
864,211
shares
|
$41.3 Million
0.06% of portfolio
|
Q2 2024
Added 1.57%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
677,758
shares
|
$32.4 Million
2.69% of portfolio
|
Q2 2024
Added 8.54%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
662,428
shares
|
$31.7 Million
9.11% of portfolio
|
Q2 2024
Added 20.33%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$29.5 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jul 29, 2024 Q2 2024 |
548,098
shares
|
$26.2 Million
7.48% of portfolio
|
Q2 2024
Added 8.13%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
532,095
shares
|
$25.4 Million
6.0% of portfolio
|
Q2 2024
New holding
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
525,644
shares
|
$25.1 Million
2.38% of portfolio
|
Q2 2024
Added 36.1%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$24.8 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
514,344
shares
|
$24.6 Million
6.02% of portfolio
|
Q2 2024
Added 0.31%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
457,344
shares
|
$21.9 Million
0.61% of portfolio
|
Q2 2024
Added 101.7%
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Aug 09, 2024 Q2 2024 |
449,385
shares
|
$21.5 Million
11.03% of portfolio
|
Q2 2024
Added 2.14%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
439,534
shares
|
$21 Million
0.69% of portfolio
|
Q2 2024
Added 6.5%
|