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Dimensional Short-Duration Fixed Income ETF (DFSD) Institutional Ownership

Dimensional Short-Duration Fixed Income ETF logo
$46.82 +0.07 (+0.15%)
(As of 12/20/2024 04:32 PM ET)
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Institutional Ownership Changes (13F Filings) for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$882.76M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$91.96M
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DFSD Institutional Buying and Selling by Quarter

Dimensional Short-Duration Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/9/2024 Forthright Family Wealth Advisory LLC15,672$744K0.5%-10.0%0.027%
12/2/2024 Beaird Harris Wealth Management LLC2,489,092$118.83M10.4%+4.9%4.269%
11/19/2024 McIlrath & Eck LLC235,769$11.26M1.4%+341.5%0.404%
11/19/2024 Invst LLC19,760$943K0.1%+29.0%0.034%
11/15/2024 MML Investors Services LLC52,317$2.50M0.0%+13.2%0.090%
11/15/2024 Passive Capital Management LLC.83,265$3.98M1.4%+33.9%0.143%
11/15/2024 Orion Portfolio Solutions LLC50,864$2.43M0.1%-4.4%0.087%
11/15/2024 Jane Street Group LLC14,154$676K0.0%-96.6%0.024%
11/15/2024 SageView Advisory Group LLC61,630$2.94M0.1%+4.6%0.106%
11/15/2024 Pinnacle Family Advisors LLC9,082$434K0.2%+8.4%0.016%
11/15/2024 Integrated Wealth Concepts LLC224,572$10.72M0.1%+1.4%0.385%
11/15/2024 HighTower Advisors LLC1,636,535$78.14M0.1%+2.7%2.807%
11/14/2024 CreativeOne Wealth LLC68,553$3.27M0.1%+862.7%0.118%
11/13/2024 WorthPointe LLC9,469$452K0.2%+35.4%0.016%
11/13/2024 Townsquare Capital LLC4,315$206K0.0%-32.4%0.007%
11/13/2024 Acorn Wealth Advisors LLC61,619$2.94M1.3%-3.8%0.106%
11/12/2024 Cerity Partners LLC9,936$474K0.0%-2.6%0.017%
11/12/2024 Keyes Stange & Wooten Wealth Management LLC422,800$20.18M12.0%+51.4%0.725%
11/12/2024 Nwam LLC14,676$701K0.0%+4.3%0.025%
11/12/2024 CFS Investment Advisory Services LLC156,264$7.46M0.6%-0.7%0.268%
11/12/2024 Concorde Asset Management LLC4,748$227K0.1%-16.2%0.008%
11/12/2024 Altiora Financial Group LLC733,706$35.03M7.7%+37.9%1.259%
11/8/2024 Yardley Wealth Management LLC175,254$8.37M5.0%N/A0.301%
11/7/2024 Phillips Financial Management LLC860,085$41.06M3.2%+26.9%1.475%
11/7/2024 Essential Planning LLC.67,011$3.20M1.3%+15.6%0.115%
11/6/2024 Straight Path Wealth Management9,518$454K0.2%-91.3%0.016%
11/6/2024 Heritage Investment Group Inc.131,356$6.27M1.2%+7.1%0.225%
11/6/2024 Squire Investment Management Company LLC75,006$3.58M1.7%+34.8%0.129%
11/6/2024 Signature Estate & Investment Advisors LLC7,000$334K0.0%N/A0.012%
11/6/2024 OneDigital Investment Advisors LLC2,391,290$114.16M1.3%+9.8%4.102%
11/6/2024 Diversified Portfolios Inc.421,197$20.11M2.3%+981.9%0.722%
11/5/2024 Aptus Capital Advisors LLC2,032$97K0.0%N/A0.003%
11/5/2024 Savvy Advisors Inc.8,490$405K0.1%+77.6%0.015%
11/5/2024 Apollon Wealth Management LLC64,670$3.09M0.1%+0.4%0.111%
11/5/2024 Vestia Personal Wealth Advisors19,072$911K0.7%+29.0%0.033%
11/5/2024 Northwest Wealth Management LLC148,866$7.11M1.7%+76.1%0.255%
11/4/2024 TRU Independence Asset Management 2 LLC217,092$10.36M8.7%N/A0.372%
11/4/2024 Disciplined Investments LLC92,612$4.42M2.2%+83.9%0.159%
11/4/2024 FMB Wealth Management48,331$2.31M1.3%-2.5%0.083%
11/2/2024 Austin Asset Management Co Inc10,015$478K0.1%+12.2%0.017%
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11/1/2024 Tillman Hartley LLC156,350$7.46M2.2%+13.6%0.268%
11/1/2024 Rather & Kittrell Inc.730,650$34.88M8.5%+10.3%1.253%
11/1/2024 Assetmark Inc.1,332,379$63.61M0.2%-2.2%2.285%
11/1/2024 Beta Wealth Group Inc.91,363$4.36M2.0%-2.9%0.157%
11/1/2024 Capital Performance Advisors LLP5,375$257K0.1%-8.1%0.009%
10/30/2024 Wheelhouse Advisory Group LLC47,075$2.25M1.5%N/A0.081%
10/29/2024 Pure Financial Advisors LLC144,723$6.91M0.2%+0.5%0.248%
10/29/2024 Chicago Partners Investment Group LLC127,681$6.04M0.2%+3.5%0.219%
10/29/2024 Farther Finance Advisors LLC57,246$2.73M0.1%-6.5%0.098%
10/29/2024 Oceanside Advisors LLC230,927$11.02M8.2%+3.2%0.396%
10/28/2024 Valued Wealth Advisors LLC359,098$17.14M11.1%+2.9%0.616%
10/25/2024 Seaside Wealth Management Inc.5,907$282K0.1%+5.5%0.010%
10/25/2024 Diversify Wealth Management LLC91,324$4.32M0.4%-10.6%0.157%
10/25/2024 PBMares Wealth Management LLC26,122$1.25M0.3%-3.0%0.045%
10/25/2024 SC&H Financial Advisors Inc.183,506$8.76M1.9%+22.1%0.315%
10/25/2024 Quarry Hill Advisors LLC24,604$1.18M0.8%-10.0%0.042%
10/25/2024 Geometric Wealth Advisors10,976$524K0.1%-12.3%0.019%
10/25/2024 Barry Investment Advisors LLC19,971$953K0.3%+21.0%0.034%
10/24/2024 TCI Wealth Advisors Inc.7,764$371K0.0%-10.3%0.013%
10/24/2024 TCP Asset Management LLC32,870$1.57M0.4%+13.1%0.056%
10/24/2024 Concord Wealth Partners155,707$7.43M1.2%-6.7%0.267%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors24,464$1.17M0.2%+126.3%0.042%
10/24/2024 Bay Harbor Wealth Management LLC150,217$7.17M2.3%+23.3%0.258%
10/24/2024 Kooman & Associates126,979$6.06M2.2%-1.1%0.218%
10/24/2024 Modera Wealth Management LLC10,086$482K0.0%-9.6%0.017%
10/24/2024 Wealth Enhancement Advisory Services LLC159,976$7.64M0.0%-4.7%0.274%
10/23/2024 Allworth Financial LP123,361$5.89M0.0%-9.0%0.212%
10/23/2024 Strategic Investment Solutions Inc. IL40,188$1.92M0.6%+59.6%0.069%
10/23/2024 Global Trust Asset Management LLC3,637$174K0.1%-12.0%0.006%
10/23/2024 Index Fund Advisors Inc.24,213$1.16M0.1%+2.9%0.042%
10/23/2024 Signature Resources Capital Management LLC274,963$13.13M12.0%+1.4%0.472%
10/23/2024 Dixon Fnancial Services Inc.8,426$402K0.2%+17.9%0.014%
10/23/2024 Onyx Financial Advisors LLC320,796$15.32M8.4%+4.7%0.550%
10/22/2024 RAM Investment Partners LLC584,589$27.91M7.3%+6.7%1.003%
10/22/2024 BetterWealth LLC18,912$903K0.3%N/A0.032%
10/22/2024 Ruedi Wealth Management Inc.597,050$28.50M9.8%+63.1%1.024%
10/22/2024 Maryland Capital Advisors Inc.53,863$2.57M1.2%-1.7%0.092%
10/22/2024 RCS Financial Planning LLC261,427$12.48M6.9%+0.8%0.448%
10/22/2024 Private Advisor Group LLC82,380$3.93M0.0%+33.2%0.141%
10/22/2024 Blossom Wealth Management13,477$643K1.3%+6.1%0.023%
10/22/2024 CPA Asset Management LLC131,715$6.29M3.0%+19.4%0.226%
10/21/2024 Mattern Wealth Management LLC548,677$26.19M5.8%+6.7%0.941%
10/21/2024 Builder Investment Group Inc. ADV4,225$202K0.1%N/A0.007%
10/21/2024 Stewardship Advisors LLC7,135$341K0.1%N/A0.012%
10/19/2024One Degree Advisors Inc244,312$11.67M4.9%+4,951.9%0.419%
10/19/2024Narus Financial Partners LLC35,406$1.69M0.6%+48.8%0.061%
10/19/2024Cedrus LLC9,151$437K0.2%N/A0.016%
10/18/2024Waypoint Capital Advisors LLC150,248$7.17M1.5%+18.8%0.258%
10/18/2024Kraft Asset Management LLC6,806$325K0.3%N/A0.012%
10/18/2024Lam Group Inc.7,830$374K0.3%-17.9%0.013%
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Including the name of the #1 company to buy.
10/18/2024Commonwealth Equity Services LLC905,006$43.21M0.1%+4.7%1.552%
10/17/2024Sax Wealth Advisors LLC547,674$26.15M2.3%+4.2%0.939%
10/17/2024RFG Advisory LLC451,119$21.54M0.7%+2.6%0.774%
10/17/2024DiNuzzo Private Wealth Inc.1,998,729$95.42M11.8%-0.1%3.428%
10/16/2024 Rockwood Wealth Management LLC412,653$19.70M2.2%+10.8%0.708%
10/16/2024 Annapolis Financial Services LLC20,551$981K0.3%-15.6%0.035%
10/16/2024 Market Street Wealth Management Advisors LLC1,106,247$52.81M8.7%+2.5%1.898%
10/16/2024 Firethorn Wealth Partners LLC21,580$1.03M0.5%+38.9%0.037%
10/16/2024 BOS Asset Management LLC31,131$1.49M0.5%+23.6%0.053%
10/15/2024 Hutchens & Kramer Investment Management Group LLC46,303$2.21M1.2%-14.3%0.079%
(Data available from 1/1/2016 forward)

DFSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSD shares?

During the previous two years, 257 institutional investors and hedge funds held shares of Dimensional Short-Duration Fixed Income ETF. The most heavily invested institutionals were Beaird Harris Wealth Management LLC ($118.83M), OneDigital Investment Advisors LLC ($114.16M), DiNuzzo Private Wealth Inc. ($95.42M), HighTower Advisors LLC ($78.14M), Assetmark Inc. ($63.61M), Envestnet Asset Management Inc. ($58.94M), and Savant Capital LLC ($55.78M).Learn more on DFSD's institutional investors.

Which institutional investors have been buying Dimensional Short-Duration Fixed Income ETF stock?

Of the 242 institutional investors that purchased Dimensional Short-Duration Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beaird Harris Wealth Management LLC ($2.49M), DiNuzzo Private Wealth Inc. ($2.05M), Market Street Wealth Management Advisors LLC ($1.14M), Great Waters Wealth Management ($1.09M), Apella Capital LLC ($1.06M), Savant Capital LLC ($772.56K), and Buckingham Strategic Wealth LLC ($765.90K).

How much institutional buying is happening at Dimensional Short-Duration Fixed Income ETF?

Institutional investors have bought a total of 29,692,384 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Which Dimensional Short-Duration Fixed Income ETF major shareholders have been selling company stock?

Of the 111 institutional investors that sold Dimensional Short-Duration Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($473.03K), Chicago Partners Investment Group LLC ($469.92K), Jane Street Group LLC ($406.55K), Cetera Advisors LLC ($344.06K), Burney Co. ($240.53K), Tanager Wealth Management LLP ($217.20K), and Vestmark Advisory Solutions Inc. ($209.25K).

How much institutional selling is happening at Dimensional Short-Duration Fixed Income ETF?

Institutional investors have sold a total of 4,320,042 shares in the last 24 months. This volume of shares sold represents approximately $202.06M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 12/22/2024 by MarketBeat.com Staff
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