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Closing prices for crude oil, gold and other commodities
Abbott Laboratories Outlook is Healthy: Buy the Dip
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Stock market today: Asian shares gain despite Wall Street's tech-led retreat
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S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Biden out June 13; Kamala won’t replace him? (Ad)
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
He Is Giving Away Bitcoin (Ad)
Closing prices for crude oil, gold and other commodities
Abbott Laboratories Outlook is Healthy: Buy the Dip
The only accurate crypto trading system I know … (Ad)
Stock market today: Asian shares gain despite Wall Street's tech-led retreat
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Biden out June 13; Kamala won’t replace him? (Ad)
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
He Is Giving Away Bitcoin (Ad)
Closing prices for crude oil, gold and other commodities
Abbott Laboratories Outlook is Healthy: Buy the Dip
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Stock market today: Asian shares gain despite Wall Street's tech-led retreat
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Dimensional Short-Duration Fixed Income ETF (DFSD) Institutional Ownership

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$46.69
+0.05 (+0.11%)
(As of 04/17/2024 ET)
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Stock AnalysisChartDividendHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Number of
Institutional Buyers
(last 12 months)
188
Total
Institutional Inflows
(last 12 months)
$839.36M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$139.17M
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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
4/17/2024White Wing Wealth Management120,332$5.65M4.7%+9.1%0.400%
4/17/2024Gradient Capital Advisors LLC91,703$4.31M1.6%+20.9%0.305%
4/17/2024Annapolis Financial Services LLC25,707$1.21M0.4%-88.8%0.085%
4/16/2024Dixon Fnancial Services Inc.6,874$323K0.2%+43.5%0.023%
4/16/2024Firethorn Wealth Partners LLC13,858$652K0.4%-13.6%0.046%
4/16/2024Bridge Advisory LLC35,097$1.65M0.8%-13.0%0.117%
4/16/2024Onyx Financial Advisors LLC282,109$13.27M8.2%+14.7%0.937%
4/16/2024Wealth Enhancement Advisory Services LLC95,854$4.51M0.0%+14.1%0.318%
4/15/2024Disciplined Investments LLC36,828$1.73M0.9%+26.3%0.122%
4/15/2024Henrickson Nauta Wealth Advisors Inc.69,437$3.26M1.4%+5.4%0.231%
4/15/2024Great Oak Capital Partners LLC246,222$11.58M5.1%+41.6%0.818%
4/12/2024 Dynamic Advisor Solutions LLC188,443$8.86M0.3%+6.6%0.626%
4/12/2024 Global Trust Asset Management LLC4,133$194K0.1%-5.0%0.014%
4/11/2024 Market Street Wealth Management Advisors LLC1,017,050$47.84M8.4%+10.5%3.379%
4/11/2024 Security Financial Services INC.6,826$321K0.1%+16.2%0.023%
4/11/2024 Signature Resources Capital Management LLC230,165$10.82M10.0%-3.9%0.765%
4/11/2024 City State Bank5,000$235K0.1%N/A0.017%
4/11/2024 Pioneer Wealth Management Group108,820$5.12M2.9%N/A0.362%
4/11/2024 RFG Advisory LLC412,706$19.41M0.7%+5.0%1.371%
4/10/2024 Park Avenue Securities LLC266,885$12.55M0.2%+0.5%0.887%
4/10/2024 Apella Capital LLC804,918$37.86M1.9%+8.4%2.674%
4/9/2024 Collective Family Office LLC8,546$402K0.1%-38.3%0.028%
4/9/2024 Great Waters Wealth Management800,080$37.64M6.2%+24.1%2.658%
4/9/2024 Mather Group LLC.1,504$71K0.0%N/A0.005%
4/2/2024 Peirce Capital Management LLC164,774$7.75M4.3%+23.7%0.547%
3/20/2024Family Wealth Partners LLC62,621$2.94M2.3%N/A0.208%
2/29/2024Tortoise Investment Management LLC118,156$5.56M0.8%-1.9%0.393%
2/28/2024Forthright Family Wealth Advisory LLC14,771$694K0.5%N/A0.049%
2/28/2024EP Wealth Advisors LLC4,107$193K0.0%N/A0.014%
2/28/2024Abel Hall LLC7,826$368K0.3%N/A0.026%
2/27/2024Beaird Harris Wealth Management LLC2,037,607$95.79M10.1%+16.9%6.769%
2/26/2024Great Oak Capital Partners LLC173,832$8.17M4.4%N/A0.578%
2/23/2024Chicago Partners Investment Group LLC82,505$3.87M0.2%+38.3%0.274%
2/15/2024Mercer Global Advisors Inc. ADV80,127$3.77M0.0%+24.8%0.266%
2/15/2024Townsquare Capital LLC17,565$826K0.0%+17.6%0.058%
2/15/2024Nwam LLC13,588$639K0.1%+21.7%0.045%
2/15/2024Buckingham Strategic Partners LLC553,100$26.00M1.2%+118.5%1.838%
2/15/2024Buckingham Strategic Wealth LLC934,771$43.94M0.5%+453.5%3.106%
2/14/2024Royal Bank of Canada52,367$2.46M0.0%+37.6%0.174%
2/14/2024Pathstone Holdings LLC27,403$1.29M0.0%N/A0.091%
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2/14/2024Waverly Advisors LLC412,765$19.40M0.7%-21.4%1.371%
2/14/2024Kestra Advisory Services LLC18,446$867K0.0%+85.5%0.061%
2/14/2024Northwest Wealth Management LLC10,751$505K0.2%+62.7%0.036%
2/14/2024Elevate Wealth Advisory Inc.20,885$982K0.9%N/A0.069%
2/14/2024Keyes Stange & Wooten Wealth Management LLC12,308$579K0.6%N/A0.041%
2/14/2024Vermillion & White Wealth Management Group LLC53,272$2.50M2.4%N/A0.177%
2/14/2024CFS Investment Advisory Services LLC160,141$7.53M1.4%+3.2%0.532%
2/13/2024Client 1ST Advisory Group LLC209,354$9.84M4.8%+54.8%0.696%
2/13/2024Envestnet Asset Management Inc.719,316$33.82M0.0%+4.3%2.390%
2/13/2024Cetera Advisor Networks LLC7,476$351K0.0%N/A0.025%
2/13/2024Essential Planning LLC.53,193$2.50M1.3%+25.0%0.177%
2/13/2024Legacy Financial Group Inc.274,910$12.92M5.6%+7.4%0.913%
2/12/2024American Investment Services Inc.18,014$847K0.2%+97.1%0.060%
2/12/2024WorthPointe LLC6,368$299K0.2%+7.9%0.021%
2/12/2024Steward Partners Investment Advisory LLC35,246$1.66M0.0%+14.0%0.117%
2/9/2024Orion Portfolio Solutions LLC61,268$2.87M0.0%-26.4%0.204%
2/9/2024BCU Wealth Advisors LLC134,654$6.33M6.9%N/A0.447%
2/9/2024Cambridge Investment Research Advisors Inc.37,574$1.77M0.0%-27.4%0.125%
2/9/2024Tillman Hartley LLC143,402$6.74M2.5%+5.2%0.476%
2/9/2024EverSource Wealth Advisors LLC38,433$1.81M0.2%+7.3%0.128%
2/9/2024AWM Capital LLC97,386$4.58M0.8%+0.7%0.324%
2/9/2024Assetmark Inc.837,526$39.37M0.1%-2.2%2.782%
2/9/2024Corient Private Wealth LLC143,410$6.74M0.0%+1,156.9%0.476%
2/8/2024Quarry Hill Advisors LLC22,880$1.08M0.9%+7.7%0.076%
2/8/2024Tortoise Investment Management LLC120,221$5.66M0.7%-0.2%0.399%
2/8/2024Beacon Pointe Advisors LLC50,867$2.39M0.0%+44.9%0.169%
2/8/2024RCS Financial Planning LLC224,738$10.57M6.9%-15.1%0.747%
2/7/2024Envestnet Portfolio Solutions Inc.47,483$2.23M0.0%+1.1%0.158%
2/7/2024One Degree Advisors Inc4,293$202K0.1%N/A0.014%
2/7/2024Acorn Wealth Advisors LLC57,925$2.72M1.6%+10.9%0.192%
2/7/2024Shore Point Advisors LLC26,398$1.24M0.8%+7.7%0.088%
2/7/2024Principal Securities Inc.2,175$102K0.0%N/A0.007%
2/7/2024FinDec Wealth Services Inc.124,538$5.86M3.9%+2.6%0.414%
2/6/2024Apollon Wealth Management LLC45,500$2.14M0.1%+8.3%0.151%
2/6/2024Lincoln National Corp40,043$1.88M0.0%+11.1%0.133%
2/6/2024Private Advisor Group LLC47,961$2.26M0.0%+31.8%0.159%
2/6/2024Wealthcare Advisory Partners LLC5,771$271K0.0%N/A0.019%
2/6/2024Spire Wealth Management7,028$330K0.0%+5.6%0.023%
2/6/2024Claris Advisors LLC MO8,242$387K0.2%N/A0.027%
2/6/2024Vestmark Advisory Solutions Inc.225,047$10.58M0.5%-48.2%0.748%
2/6/2024Axxcess Wealth Management LLC10,613$499K0.0%N/A0.035%
2/6/2024 Signature Resources Capital Management LLC239,386$11.25M10.3%N/A0.795%
2/6/2024Commonwealth Equity Services LLC755,776$35.53M0.1%+35.2%2.511%
2/6/2024Concord Wealth Partners152,646$7.18M1.4%N/A0.507%
2/6/2024DiNuzzo Private Wealth Inc.1,996,592$93.86M13.3%N/A6.633%
2/5/2024Savant Capital LLC633,428$29.78M0.4%+57.1%2.104%
2/2/2024Truist Financial Corp57,001$2.68M0.0%-27.0%0.189%
2/2/2024Rather & Kittrell Inc.421,864$19.83M6.9%+14.7%1.402%
2/1/2024SC&H Financial Advisors Inc.122,700$5.77M1.7%+39.3%0.408%
2/1/2024Aspire Private Capital LLC2,203$104K0.0%-45.3%0.007%
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2/1/2024Heritage Investment Group Inc.110,413$5.19M1.2%+5.0%0.367%
2/1/2024 CWM LLC1,799$85K0.0%+259.8%0.006%
2/1/2024Gradient Capital Advisors LLC75,854$3.57M1.4%-2.5%0.252%
2/1/2024Annapolis Financial Services LLC228,915$10.76M2.7%+1.9%0.761%
1/31/2024Grunden Financial Advisory Inc.431,220$20.27M11.4%N/A1.433%
1/30/2024 Peirce Capital Management LLC133,184$6.26M3.8%N/A0.442%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,731$457K0.1%+12.8%0.032%
1/30/2024 Market Street Wealth Management Advisors LLC920,653$43.28M9.1%+2,915.9%3.059%
1/30/2024Root Financial Partners LLC173,765$8.17M3.1%+32.0%0.577%
1/30/2024Kooman & Associates124,467$5.85M2.6%-5.4%0.414%
(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, 228 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 ($95.79M), DiNuzzo Private Wealth Inc. ($93.86M), Market Street Wealth Management Advisors LLC ($47.84M), Buckingham Strategic Wealth LLC ($43.94M), Assetmark Inc. ($39.37M), Apella Capital LLC ($37.86M), and Great Waters Wealth Management ($37.64M).Learn more on DFSD's institutional investors.

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

Of the 225 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: CFS Investment Advisory Services LLC ($2.48M), Beaird Harris Wealth Management LLC ($2.04M), DiNuzzo Private Wealth Inc. ($2.00M), Assetmark Inc. ($1.31M), Market Street Wealth Management Advisors LLC ($1.05M), Commonwealth Equity Services LLC ($831.57K), and Apella Capital LLC ($804.92K).

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

Institutional investors have bought a total of 30,203,077 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

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

Of the 84 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: Pure Financial Advisors LLC ($8.07M), Allworth Financial LP ($648.15K), Chicago Partners Investment Group LLC ($621.96K), Cetera Advisors LLC ($344.06K), CFS Investment Advisory Services LLC ($287.10K), Tanager Wealth Management LLP ($217.20K), and Jane Street Group LLC ($215.11K).

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

Institutional investors have sold a total of 12,619,961 shares in the last 24 months. This volume of shares sold represents approximately $589.87M in transactions.


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This page (NYSEARCA:DFSD) was last updated on 4/18/2024 by MarketBeat.com Staff

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