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 328 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
8,122
shares
|
$383,520
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,989
shares
|
$377,240
0.01% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
7,875
shares
|
$371,857
0.3% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,801
shares
|
$368,363
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
7,773
shares
|
$367,041
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,454
shares
|
$351,977
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
7,308
shares
|
$345,083
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
7,168
shares
|
$338,472
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
7,009
shares
|
$330,964
0.04% of portfolio
|
Q4 2024
Reduced 17.44%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,992
shares
|
$330,162
0.0% of portfolio
|
Q4 2024
Reduced 68.45%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,862
shares
|
$324,023
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
6,786
shares
|
$320,434
0.16% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,605
shares
|
$311,888
0.13% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
6,500
shares
|
$306,930
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,064
shares
|
$286,342
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,055
shares
|
$285,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
6,022
shares
|
$284,358
0.1% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,943
shares
|
$280,628
0.0% of portfolio
|
Q4 2024
Added 101.94%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
5,816
shares
|
$274,631
0.1% of portfolio
|
Q4 2024
Added 2682.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,747
shares
|
$271,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,701
shares
|
$269,201
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
5,375
shares
|
$253,807
0.08% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,328
shares
|
$251,588
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
|
$251,115
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
5,126
shares
|
$242,049
0.16% of portfolio
|
Q4 2024
New holding
|