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 |
|---|---|---|---|---|---|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
185,735
shares
|
$8.83 Million
4.47% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
182,168
shares
|
$8.66 Million
4.54% of portfolio
|
Q4 2024
Reduced 30.32%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
180,705
shares
|
$8.59 Million
4.14% of portfolio
|
Q4 2024
Added 55.44%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
173,020
shares
|
$8.22 Million
5.63% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
171,892
shares
|
$8.17 Million
7.6% of portfolio
|
Q4 2024
Reduced 20.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
170,227
shares
|
$8.09 Million
0.02% of portfolio
|
Q4 2024
Added 557.25%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
170,109
shares
|
$8.09 Million
2.63% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
169,768
shares
|
$8.07 Million
0.07% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
168,454
shares
|
$8.01 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
166,540
shares
|
$7.92 Million
0.02% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
158,746
shares
|
$7.55 Million
0.67% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
154,573
shares
|
$7.35 Million
3.37% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
153,715
shares
|
$7.31 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
151,785
shares
|
$7.21 Million
2.63% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
150,248
shares
|
$7.14 Million
1.76% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
147,758
shares
|
$7.02 Million
0.0% of portfolio
|
Q4 2024
Added 40.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
147,030
shares
|
$6.99 Million
0.01% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
144,952
shares
|
$6.89 Million
0.76% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
144,428
shares
|
$6.86 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
144,292
shares
|
$6.86 Million
1.13% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
141,404
shares
|
$6.72 Million
3.15% of portfolio
|
Q4 2024
Added 20.63%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
141,095
shares
|
$6.71 Million
1.25% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
135,612
shares
|
$6.45 Million
0.23% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
134,557
shares
|
$6.4 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
133,876
shares
|
$6.36 Million
4.73% of portfolio
|
Q4 2024
Added 8.99%
|