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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
34,997
shares
|
$1.65 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
34,774
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
34,520
shares
|
$1.63 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
33,614
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 380.2%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
32,518
shares
|
$1.54 Million
0.68% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
32,150
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
31,368
shares
|
$1.48 Million
0.4% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
31,027
shares
|
$1.47 Million
0.3% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
30,587
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
30,580
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
29,555
shares
|
$1.4 Million
0.6% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
28,842
shares
|
$1.36 Million
0.73% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
28,717
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 184.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
27,656
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
26,434
shares
|
$1.25 Million
0.83% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
24,799
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
24,492
shares
|
$1.16 Million
0.6% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
24,263
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
23,739
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
Added 25.52%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
23,593
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,999
shares
|
$1.09 Million
0.36% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,772
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
21,765
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
21,407
shares
|
$1.01 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,195
shares
|
$1 Million
0.83% of portfolio
|
Q4 2024
Added 211.42%
|