Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
549KNew |
$25.3M - $25.7M
|
549K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
444K+ 1016.83% |
$20.5M - $20.8M
|
488K
$22.9M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
318K+ 1752.15% |
$14.7M - $14.9M
|
336K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
244KNew |
$11.2M - $11.4M
|
244K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
188K+ 54.68% |
$8.66M - $8.78M
|
531K
$25M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 618.81% |
$5.79M - $5.87M
|
146K
$6.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118KNew |
$5.46M - $5.54M
|
118K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
114K+ 294.92% |
$5.25M - $5.33M
|
153K
$7.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
111K+ 34.09% |
$5.13M - $5.2M
|
437K
$20.6M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
108K+ 74.81% |
$4.96M - $5.03M
|
251K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
92.8K+ 68.24% |
$4.28M - $4.34M
|
229K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
81.9KNew |
$3.78M - $3.83M
|
81.9K
$3.85M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
71.6K+ 37.44% |
$3.3M - $3.35M
|
263K
$12.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
48.5KNew |
$2.23M - $2.27M
|
48.5K
$2.28M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
46.6K+ 21.18% |
$2.15M - $2.18M
|
266K
$12.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
45.6K+ 112.34% |
$2.1M - $2.13M
|
86.2K
$4.05M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
40.6K+ 23.2% |
$1.87M - $1.9M
|
215K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.2K+ 9.11% |
$1.85M - $1.88M
|
481K
$22.6M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
39.9KNew |
$1.84M - $1.87M
|
39.9K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39K+ 11739.16% |
$1.8M - $1.82M
|
39.3K
$1.85M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.6K+ 259.38% |
$1.78M - $1.8M
|
53.5K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
36.1K+ 113.79% |
$1.66M - $1.69M
|
67.8K
$3.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36K+ 216.95% |
$1.66M - $1.68M
|
52.6K
$2.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35.9K+ 12.63% |
$1.66M - $1.68M
|
320K
$15.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
34.5KNew |
$1.59M - $1.61M
|
34.5K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.1K+ 8.4% |
$1.39M - $1.41M
|
388K
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25.7K+ 1278.09% |
$1.19M - $1.2M
|
27.7K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$1.18M - $1.2M
|
25.6K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
24K+ 302.32% |
$1.11M - $1.12M
|
31.9K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.4K+ 110.48% |
$1.08M - $1.09M
|
44.5K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 24.33% |
$1.06M - $1.07M
|
117K
$5.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
22.4K+ 14.75% |
$1.03M - $1.05M
|
175K
$8.21M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.1KNew |
$1.02M - $1.03M
|
22.1K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 209.62% |
$871K - $883K
|
27.9K
$1.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
18.4K+ 6.39% |
$849K - $861K
|
307K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.4KNew |
$847K - $859K
|
18.4K
$864K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
17.3K+ 3.56% |
$796K - $807K
|
502K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
16.7K+ 186.89% |
$769K - $780K
|
25.6K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15.4KNew |
$710K - $720K
|
15.4K
$725K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1K+ 64.7% |
$697K - $707K
|
38.5K
$1.81M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
13.7KNew |
$634K - $643K
|
13.7K
$646K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
12.8K+ 147.42% |
$592K - $600K
|
21.5K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.7K+ 12.86% |
$586K - $594K
|
112K
$5.25M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.7K+ 18.15% |
$585K - $593K
|
82.5K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8K+ 3.52% |
$546K - $554K
|
348K
$16.4M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11.5KNew |
$531K - $538K
|
11.5K
$542K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
11.5KNew |
$529K - $537K
|
11.5K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.5KNew |
$528K - $536K
|
11.5K
$539K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$472K - $479K
|
10.2K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.1K+ 26.51% |
$465K - $472K
|
48.2K
$2.26M
|