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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
556,565
shares
|
$26.3 Million
6.18% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
548,616
shares
|
$25.9 Million
13.83% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$24.5 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
508,557
shares
|
$24 Million
18.7% of portfolio
|
Q4 2024
New holding
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
487,246
shares
|
$23 Million
15.88% of portfolio
|
Q4 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
485,441
shares
|
$22.9 Million
10.99% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
477,757
shares
|
$22.6 Million
0.65% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
469,764
shares
|
$22.2 Million
12.98% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
447,614
shares
|
$21.1 Million
6.99% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
439,220
shares
|
$20.7 Million
0.21% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
428,894
shares
|
$20.3 Million
1.6% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
412,283
shares
|
$19.5 Million
12.11% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
410,508
shares
|
$19.4 Million
3.36% of portfolio
|
Q4 2024
Added 74.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
399,520
shares
|
$18.9 Million
0.0% of portfolio
|
Q4 2024
Added 24.27%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
381,296
shares
|
$18 Million
2.27% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
378,622
shares
|
$17.9 Million
5.72% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
361,752
shares
|
$17.1 Million
7.94% of portfolio
|
Q4 2024
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
352,505
shares
|
$16.6 Million
13.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
350,883
shares
|
$16.6 Million
3.05% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
328,160
shares
|
$15.5 Million
8.44% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
312,814
shares
|
$14.8 Million
4.75% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
312,418
shares
|
$14.8 Million
11.19% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
309,254
shares
|
$14.6 Million
12.94% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
306,895
shares
|
$14.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
298,482
shares
|
$14.1 Million
0.48% of portfolio
|
Q4 2024
Added 85.61%
|