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 $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
5,375
shares
|
$254,506
0.08% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,328
shares
|
$252,280
0.02% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,318
shares
|
$251,807
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
5,126
shares
|
$242,716
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,904
shares
|
$232,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
4,811
shares
|
$227,800
0.01% of portfolio
|
Q4 2024
Reduced 85.29%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,773
shares
|
$226,001
0.12% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,703
shares
|
$222,687
0.09% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
4,589
shares
|
$217,289
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,545
shares
|
$215,205
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,511
shares
|
$213,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,505
shares
|
$213,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,498
shares
|
$212,980
0.01% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,498
shares
|
$212,980
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
4,430
shares
|
$209,760
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
4,389
shares
|
$207,819
0.06% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
4,338
shares
|
$205,404
0.13% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,317
shares
|
$204,409
0.06% of portfolio
|
Q4 2024
Reduced 23.74%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
4,300
shares
|
$203,605
0.0% of portfolio
|
Q4 2024
Reduced 62.7%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
4,277
shares
|
$202,515
0.05% of portfolio
|
Q4 2024
Added 636.14%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,241
shares
|
$200,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,853
shares
|
$182,439
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
3,065
shares
|
$145,127
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,813
shares
|
$133,195
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,286
shares
|
$108,242
0.0% of portfolio
|
Q4 2024
Added 5.1%
|