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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,676
shares
|
$687,130
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
14,676
shares
|
$687,130
0.04% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,154
shares
|
$662,690
0.0% of portfolio
|
Q3 2024
Reduced 96.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
13,546
shares
|
$634,223
0.0% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
13,477
shares
|
$630,993
1.3% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
13,444
shares
|
$629,448
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
13,397
shares
|
$627,247
0.21% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
13,199
shares
|
$617,977
0.51% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
13,005
shares
|
$608,894
0.39% of portfolio
|
Q2 2024
Added 14.23%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
12,983
shares
|
$607,864
0.15% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,691
shares
|
$594,192
0.06% of portfolio
|
Q3 2022
Added 116.72%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,285
shares
|
$575,183
0.24% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
12,246
shares
|
$573,357
0.03% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,528
shares
|
$539,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,976
shares
|
$513,896
0.1% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,204
shares
|
$477,751
0.02% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,086
shares
|
$472,226
0.01% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
10,015
shares
|
$468,902
0.1% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
9,972
shares
|
$466,889
0.25% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,936
shares
|
$465,203
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,919
shares
|
$464,407
0.01% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
9,518
shares
|
$445,632
0.22% of portfolio
|
Q3 2024
Reduced 91.34%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
9,469
shares
|
$443,338
0.19% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,151
shares
|
$428,449
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
9,082
shares
|
$425,219
0.25% of portfolio
|
Q3 2024
Added 8.38%
|