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 |
|---|---|---|---|---|---|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
80,175
shares
|
$3.79 Million
2.91% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
79,242
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
77,217
shares
|
$3.65 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
76,825
shares
|
$3.63 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
75,929
shares
|
$3.59 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
73,364
shares
|
$3.46 Million
1.42% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
72,558
shares
|
$3.43 Million
1.92% of portfolio
|
Q4 2024
Added 50.13%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
72,035
shares
|
$3.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 82.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
71,564
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
69,714
shares
|
$3.29 Million
0.03% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
69,375
shares
|
$3.28 Million
1.04% of portfolio
|
Q4 2024
Added 128.25%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
68,631
shares
|
$3.24 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
67,977
shares
|
$3.21 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
66,774
shares
|
$3.15 Million
1.87% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
66,292
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
62,843
shares
|
$2.97 Million
0.13% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
62,540
shares
|
$2.95 Million
0.03% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
61,465
shares
|
$2.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
59,488
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
58,814
shares
|
$2.78 Million
2.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
56,470
shares
|
$2.67 Million
1.29% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
56,462
shares
|
$2.67 Million
1.17% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
56,168
shares
|
$2.65 Million
1.34% of portfolio
|
Q4 2024
Added 105.79%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
55,894
shares
|
$2.64 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
55,785
shares
|
$2.63 Million
1.17% of portfolio
|
Q4 2024
Added 15.59%
|