Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Short Durat (DFSD)

DFSD Quotes by TradingView

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 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
9.88K
+ 25.71%
$455K - $462K
48.3K $2.26M
Apr 10, 2023 Q1 2023
Austin Asset Management CO Inc

BUY
 -
9.1K
+ 121.33%
$420K - $425K
16.6K $778K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.79K
+ 1465.0%
$405K - $411K
9.39K $440K
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
8.4K
New
$387K - $393K
8.4K $394K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
8.33K
+ 2.84%
$384K - $389K
301K $14.1M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
8K
+ 114.29%
$369K - $374K
15K $703K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
7.92K
New
$365K - $370K
7.92K $371K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
7.61K
+ 29.0%
$351K - $356K
33.9K $1.59M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
7.39K
New
$340K - $345K
7.39K $346K
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
7.3K
+ 14.06%
$336K - $341K
59.2K $2.78M
Apr 27, 2023 Q1 2023
Matisse Capital

BUY
 -
6.5K
New
$300K - $304K
6.5K $305K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
6.26K
+ 21.23%
$289K - $293K
35.8K $1.68M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
6.16K
New
$284K - $288K
6.16K $289K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
5.88K
+ 16.82%
$271K - $275K
40.8K $1.91M
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
5.08K
+ 7.86%
$234K - $237K
69.7K $3.27M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
4.94K
+ 10.24%
$228K - $231K
53.2K $2.49M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.53K
+ 75.21%
$209K - $212K
10.5K $495K
Apr 19, 2023 Q1 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
4.5K
+ 48.52%
$207K - $210K
13.8K $646K
Oct 15, 2024 Q1 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
4.11K
+ 29.84%
$189K - $192K
17.9K $838K
May 03, 2023 Q1 2023
Francis Financial, Inc.

New York, NY
BUY
 -
4.1K
+ 21.56%
$189K - $191K
23.1K $1.08M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
3.89K
+ 24.63%
$179K - $182K
19.7K $923K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
3.73K
+ 5.69%
$172K - $174K
69.2K $3.24M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.56K
+ 198.94%
$164K - $166K
5.35K $251K
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
3.34K
+ 2.66%
$154K - $156K
129K $6.04M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.2K
+ 19.99%
$147K - $150K
19.2K $900K
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
2.75K
+ 22.42%
$127K - $129K
15K $704K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.42K
New
$112K - $113K
2.42K $114K
Apr 24, 2023 Q1 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
2.31K
+ 59.51%
$107K - $108K
6.2K $291K
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.27K
+ 1.55%
$105K - $106K
149K $7M
Apr 21, 2023 Q1 2023
Index Fund Advisors, Inc.

BUY
 -
2.2K
+ 10.82%
$101K - $103K
22.5K $1.05M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.1K
+ 4.12%
$96.8K - $98.1K
53.1K $2.49M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
2.04K
+ 1.13%
$94K - $95.3K
182K $8.52M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2.04K
New
$93.8K - $95.1K
2.04K $95.4K
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
1.98K
+ 9.2%
$91K - $92.3K
23.5K $1.1M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
1.83K
New
$84.3K - $85.5K
1.83K $85.7K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.72K
+ 20.18%
$79.2K - $80.3K
10.2K $480K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.72K
+ 12.38%
$79.1K - $80.2K
15.6K $730K
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
1.49K
+ 17.42%
$68.8K - $69.8K
10.1K $472K
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
1.44K
+ 11.63%
$66.4K - $67.3K
13.8K $648K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1.29K
+ 2.53%
$59.7K - $60.5K
52.4K $2.46M
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.24K
+ 13.77%
$57.2K - $58K
10.3K $481K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.23K
+ 2.22%
$56.6K - $57.4K
56.6K $2.65M
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
1.17K
+ 3.5%
$53.9K - $54.7K
34.6K $1.62M
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
933
+ 8.68%
$43K - $43.6K
11.7K $548K
Apr 19, 2023 Q1 2023
Blossom Wealth Management

BUY
 -
925
+ 11.61%
$42.6K - $43.2K
8.89K $417K
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
893
+ 1.1%
$41.2K - $41.7K
82.3K $3.86M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
835
+ 2.24%
$38.5K - $39K
38.2K $1.79M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
788
+ 0.57%
$36.3K - $36.8K
140K $6.57M
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
788
+ 0.57%
$36.3K - $36.8K
140K $6.57M

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