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 332 institutions that hold shares in the stock, with a total of 66 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,702
shares
|
$698,786
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
14,626
shares
|
$695,173
1.32% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
13,507
shares
|
$641,987
0.42% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
13,380
shares
|
$635,951
0.25% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
13,069
shares
|
$621,169
0.12% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
12,963
shares
|
$616,131
0.15% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
12,862
shares
|
$611,330
0.2% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,691
shares
|
$603,203
0.06% of portfolio
|
Q3 2022
Added 116.72%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12,562
shares
|
$597,071
0.0% of portfolio
|
Q4 2024
Added 84.9%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,285
shares
|
$583,906
0.24% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
12,192
shares
|
$579,485
0.39% of portfolio
|
Q4 2024
Added 64.42%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
12,108
shares
|
$575,493
0.31% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
11,284
shares
|
$536,328
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,088
shares
|
$527,012
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,788
shares
|
$512,753
0.03% of portfolio
|
Q4 2024
Reduced 11.91%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
10,692
shares
|
$508,190
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,230
shares
|
$486,231
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
10,204
shares
|
$484,996
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,024
shares
|
$476,440
0.14% of portfolio
|
Q4 2024
Added 40.49%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
10,015
shares
|
$476,012
0.1% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,596
shares
|
$456,097
0.25% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
9,539
shares
|
$453,388
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,207
shares
|
$437,608
0.01% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,151
shares
|
$434,947
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
9,151
shares
|
$434,947
0.03% of portfolio
|
Q4 2024
New holding
|