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 $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
79,950
shares
|
$3.74 Million
0.47% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
75,006
shares
|
$3.51 Million
1.7% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
71,231
shares
|
$3.34 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
68,621
shares
|
$3.21 Million
1.8% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
68,553
shares
|
$3.21 Million
0.12% of portfolio
|
Q3 2024
Added 862.69%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
67,011
shares
|
$3.14 Million
1.32% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,800
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
64,670
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
64,292
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
61,630
shares
|
$2.89 Million
0.15% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
61,619
shares
|
$2.89 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
57,246
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
56,470
shares
|
$2.64 Million
1.29% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
56,320
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
55,271
shares
|
$2.59 Million
1.95% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
53,863
shares
|
$2.52 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
52,317
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
50,864
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
49,336
shares
|
$2.31 Million
4.61% of portfolio
|
Q3 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
48,331
shares
|
$2.26 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
48,262
shares
|
$2.26 Million
1.1% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
47,616
shares
|
$2.23 Million
0.84% of portfolio
|
Q3 2024
Added 81.15%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
47,075
shares
|
$2.2 Million
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
46,920
shares
|
$2.2 Million
1.42% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
46,313
shares
|
$2.17 Million
0.11% of portfolio
|
Q3 2024
New holding
|