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

Dimensional Short-Duration Fixed Income ETF logo
$47.25
-0.04 (-0.08%)
(As of 11:10 AM 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)
$857.81M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$71.10M
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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
11/5/2024Apollon Wealth Management LLC64,670$3.09M0.1%+0.4%0.111%
11/5/2024Vestia Personal Wealth Advisors19,072$911K0.7%+29.0%0.033%
11/5/2024Northwest Wealth Management LLC148,866$7.11M1.7%+76.1%0.255%
11/4/2024TRU Independence Asset Management 2 LLC217,092$10.36M8.7%N/A0.372%
11/4/2024Disciplined Investments LLC92,612$4.42M2.2%+83.9%0.159%
11/4/2024FMB 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%
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%
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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%
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%
10/15/2024 von Borstel & Associates Inc.80,593$3.85M2.2%N/A0.138%
10/15/2024 Aspect Partners LLC3,065$146K0.1%N/A0.005%
10/11/2024 Kathleen S. Wright Associates Inc.8,868$423K0.2%+33.0%0.015%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.71,231$3.40M1.3%-1.1%0.122%
10/10/2024 Shira Ridge Wealth Management116,251$5.55M2.8%+138.6%0.199%
10/10/2024 Concourse Financial Group Securities Inc.5,105$244K0.0%-4.4%0.009%
10/10/2024 City State Bank47,616$2.27M0.8%+81.2%0.082%
10/10/2024 Shore Point Advisors LLC33,879$1.62M0.9%+1.1%0.058%
10/10/2024 Family Wealth Partners LLC117,225$5.60M2.9%-1.0%0.201%
10/9/2024 LifePro Asset Management80,175$3.83M2.3%+22.2%0.138%
10/9/2024 Peirce Capital Management LLC178,853$8.54M4.3%+0.3%0.307%
10/9/2024 Grunden Financial Advisory Inc.457,368$21.84M10.7%+1.8%0.785%
10/8/2024 CWM LLC22,165$1.06M0.0%-51.5%0.038%
10/8/2024 Great Oak Capital Partners LLC365,408$17.39M6.0%+6.9%0.627%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors217,315$10.38M0.9%+165.0%0.373%
10/8/2024 Helen Stephens Group LLC5,661$270K0.1%+10.3%0.010%
10/8/2024 White Wing Wealth Management122,828$5.86M4.5%+0.8%0.211%
10/8/2024 Dynamic Advisor Solutions LLC230,923$11.02M0.3%+5.3%0.396%
10/8/2024 Pioneer Wealth Management Group81,013$3.87M1.8%-23.5%0.139%
10/7/2024 Lakeridge Wealth Management LLC68,621$3.28M1.8%-3.1%0.118%
10/5/2024 Eclectic Associates Inc. ADV30,394$1.45M0.6%+105.4%0.052%
10/5/2024 Great Waters Wealth Management1,090,621$52.07M7.0%+14.0%1.871%
10/3/2024 Apella Capital LLC1,062,144$50.77M2.1%+2.1%1.822%
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10/3/2024 Park Avenue Securities LLC429,698$20.51M0.2%-1.2%0.737%
10/1/2024 Bridge Advisory LLC56,470$2.70M1.3%+2.9%0.097%
9/25/2024Passive Capital Management LLC.62,194$2.92M1.1%+87.5%0.107%
8/30/2024 Strategic Investment Solutions Inc. IL25,173$1.19M0.4%N/A0.043%
8/22/2024Cetera Investment Advisers24,581$1.16M0.0%+21.7%0.042%
8/21/2024Truist Financial Corp87,607$4.12M0.0%+23.8%0.150%
8/20/2024 HFG Wealth Management LLC13,005$611K0.4%+14.2%0.022%
8/16/2024Invst LLC15,314$720K0.1%N/A0.026%
8/16/2024NewEdge Advisors LLC136,165$6.40M0.0%+2.9%0.234%
8/16/2024Straight Path Wealth Management109,881$5.16M2.7%+13.2%0.188%
(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, 246 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 ($111.47M), DiNuzzo Private Wealth Inc. ($95.42M), Assetmark Inc. ($63.61M), Envestnet Asset Management Inc. ($58.94M), Savant Capital LLC ($55.78M), Jane Street Group LLC ($52.90M), and Market Street Wealth Management Advisors LLC ($52.81M).Learn more on DFSD's institutional investors.

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

Of the 234 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 ($2.37M), 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), Commonwealth Equity Services LLC ($918.46K), and Savant Capital LLC ($772.56K).

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

Institutional investors have bought a total of 28,388,199 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 105 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), Cetera Advisors LLC ($344.06K), Burney Co. ($240.53K), Tanager Wealth Management LLP ($217.20K), Vestmark Advisory Solutions Inc. ($209.25K), and Annapolis Financial Services LLC ($208.36K).

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

Institutional investors have sold a total of 3,836,327 shares in the last 24 months. This volume of shares sold represents approximately $178.91M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 11/5/2024 by MarketBeat.com Staff
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