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 |
|---|---|---|---|---|---|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
296,521
shares
|
$14 Million
12.7% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
292,370
shares
|
$13.8 Million
0.17% of portfolio
|
Q4 2024
Added 30.19%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
292,358
shares
|
$13.8 Million
5.35% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
284,233
shares
|
$13.4 Million
2.86% of portfolio
|
Q4 2024
Added 90.93%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
280,676
shares
|
$13.3 Million
11.67% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
274,337
shares
|
$13 Million
1.04% of portfolio
|
Q4 2024
Added 2402.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
269,672
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
264,448
shares
|
$12.5 Million
0.47% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,249
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2023
Reduced 89.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
263,224
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2024
Added 113.38%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
259,994
shares
|
$12.3 Million
6.96% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
254,641
shares
|
$12 Million
9.93% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
254,633
shares
|
$12 Million
2.59% of portfolio
|
Q4 2024
Added 38.76%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
252,180
shares
|
$11.9 Million
4.84% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
240,739
shares
|
$11.4 Million
2.84% of portfolio
|
Q4 2024
Added 20.64%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
237,955
shares
|
$11.2 Million
8.32% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
236,004
shares
|
$11.1 Million
0.48% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
233,287
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
225,833
shares
|
$10.7 Million
5.47% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
220,193
shares
|
$10.4 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
211,839
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
209,028
shares
|
$9.87 Million
2.82% of portfolio
|
Q4 2024
Added 33.69%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
205,904
shares
|
$9.72 Million
4.7% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
192,089
shares
|
$9.07 Million
3.63% of portfolio
|
Q4 2024
Added 70.45%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
187,466
shares
|
$8.85 Million
2.89% of portfolio
|
Q4 2024
Added 19.6%
|