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 260 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,489,092
shares
|
$117 Million
11.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,391,290
shares
|
$112 Million
1.35% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,077,571
shares
|
$97.3 Million
1.09% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,023,289
shares
|
$94.7 Million
2.21% of portfolio
|
Q3 2024
Added 342.4%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
2,012,344
shares
|
$94.2 Million
16.23% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,998,729
shares
|
$93.6 Million
15.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,657,290
shares
|
$77.6 Million
0.67% of portfolio
|
Q3 2024
Added 39.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,636,535
shares
|
$76.6 Million
0.11% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,332,379
shares
|
$62.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,323,253
shares
|
$61.9 Million
0.02% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
1,106,247
shares
|
$51.8 Million
9.56% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
1,090,621
shares
|
$51.1 Million
7.02% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,062,144
shares
|
$49.7 Million
2.11% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
986,752
shares
|
$46.2 Million
9.77% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
905,006
shares
|
$42.4 Million
0.07% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
860,085
shares
|
$40.3 Million
3.27% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
733,706
shares
|
$34.3 Million
7.74% of portfolio
|
Q3 2024
Added 37.89%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
730,650
shares
|
$34.2 Million
9.23% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
616,393
shares
|
$28.9 Million
10.71% of portfolio
|
Q3 2023
Added 25.4%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
597,050
shares
|
$27.9 Million
9.78% of portfolio
|
Q3 2024
Added 63.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
584,589
shares
|
$27.4 Million
7.27% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
565,845
shares
|
$26.5 Million
4.32% of portfolio
|
Q3 2024
Added 49.77%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
548,677
shares
|
$25.7 Million
6.15% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
547,674
shares
|
$25.6 Million
2.36% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
519,477
shares
|
$24.3 Million
13.65% of portfolio
|
Q2 2023
Added 6.46%
|