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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
53,842
shares
|
$2.54 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
52,715
shares
|
$2.49 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
50,795
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2024
Added 554.24%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
49,547
shares
|
$2.34 Million
0.79% of portfolio
|
Q4 2024
Added 39.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,148
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
46,200
shares
|
$2.18 Million
0.54% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
46,086
shares
|
$2.18 Million
3.91% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
45,930
shares
|
$2.17 Million
0.74% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
45,893
shares
|
$2.17 Million
1.09% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,722
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2023
Added 12.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44,536
shares
|
$2.1 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
43,868
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
43,415
shares
|
$2.05 Million
1.26% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
40,786
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 43.63%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
40,633
shares
|
$1.92 Million
0.84% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
39,758
shares
|
$1.88 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
39,510
shares
|
$1.87 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
38,093
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
37,940
shares
|
$1.79 Million
0.43% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
37,684
shares
|
$1.78 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
37,265
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
37,045
shares
|
$1.75 Million
0.97% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
36,738
shares
|
$1.73 Million
0.27% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,120
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 155.19%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
35,170
shares
|
$1.66 Million
0.59% of portfolio
|
Q4 2024
Added 12.97%
|