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 |
|---|---|---|---|---|---|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
130,582
shares
|
$6.21 Million
2.22% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
127,699
shares
|
$6.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
125,800
shares
|
$5.98 Million
0.24% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
124,285
shares
|
$5.91 Million
0.01% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
123,997
shares
|
$5.89 Million
2.28% of portfolio
|
Q4 2024
Added 53.86%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
117,324
shares
|
$5.58 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
114,258
shares
|
$5.43 Million
3.69% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
113,449
shares
|
$5.39 Million
1.87% of portfolio
|
Q4 2024
Added 36.25%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
112,318
shares
|
$5.34 Million
3.13% of portfolio
|
Q4 2024
Added 138.59%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
110,247
shares
|
$5.24 Million
2.5% of portfolio
|
Q4 2024
Added 31.27%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
109,964
shares
|
$5.23 Million
1.84% of portfolio
|
Q4 2024
Added 130.94%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
105,942
shares
|
$5.04 Million
2.57% of portfolio
|
Q4 2024
Added 54.39%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
105,507
shares
|
$5.01 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
105,203
shares
|
$5 Million
2.5% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
99,549
shares
|
$4.73 Million
2.27% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
99,521
shares
|
$4.73 Million
0.17% of portfolio
|
Q4 2024
Added 73.85%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
96,447
shares
|
$4.58 Million
1.99% of portfolio
|
Q4 2024
Added 28.59%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
94,773
shares
|
$4.5 Million
1.62% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
89,010
shares
|
$4.23 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
88,288
shares
|
$4.2 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
85,430
shares
|
$4.06 Million
3.23% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
84,715
shares
|
$4.03 Million
0.13% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
83,926
shares
|
$3.99 Million
0.02% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
83,706
shares
|
$3.98 Million
0.49% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
81,013
shares
|
$3.85 Million
1.84% of portfolio
|
Q3 2024
Reduced 23.54%
|