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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
27,294
shares
|
$1.28 Million
0.69% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26,831
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
26,122
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,900
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.89%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
24,985
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
24,604
shares
|
$1.15 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
24,483
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
24,464
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 126.31%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
24,213
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,165
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,772
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
21,765
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,580
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2024
Added 38.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20,551
shares
|
$960,553
0.3% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
20,454
shares
|
$956,019
0.18% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,971
shares
|
$933,444
0.3% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
19,760
shares
|
$923,582
0.11% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
19,072
shares
|
$891,425
0.86% of portfolio
|
Q3 2024
Added 29.01%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
18,912
shares
|
$883,946
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
18,693
shares
|
$873,710
0.66% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,831
shares
|
$833,420
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
17,799
shares
|
$831,925
0.3% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
17,624
shares
|
$823,745
0.1% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
15,672
shares
|
$732,509
0.48% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,106
shares
|
$706,054
0.63% of portfolio
|
Q3 2024
Added 42.36%
|