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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
750+ 13.84% |
$34.6K - $35.1K
|
6.17K
$289K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
700+ 16.11% |
$32.3K - $32.7K
|
5.05K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
668New |
$30.8K - $31.2K
|
668
$31.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
567+ 5.69% |
$26.1K - $26.5K
|
10.5K
$494K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
433+ 24.5% |
$20K - $20.2K
|
2.2K
$103K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
211+ 2.51% |
$9.73K - $9.86K
|
8.6K
$403K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
159+ 1.31% |
$7.33K - $7.43K
|
12.3K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
135+ 2.76% |
$6.22K - $6.31K
|
5.02K
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
99New |
$4.56K - $4.63K
|
99
$4.64K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44+ 0.76% |
$2.03K - $2.06K
|
5.87K
$275K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30+ 0.29% |
$1.38K - $1.4K
|
10.4K
$488K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25+ 0.04% |
$1.15K - $1.17K
|
58.4K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-92- 1.82% |
$4.24K - $4.3K
|
4.96K
$233K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-109- 1.52% |
$5.02K - $5.1K
|
7.04K
$330K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-156- 2.0% |
$7.19K - $7.29K
|
7.63K
$358K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-183- 5.05% |
$8.44K - $8.56K
|
3.44K
$161K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-193- 2.24% |
$8.9K - $9.02K
|
8.41K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-614- 5.27% |
$28.3K - $28.7K
|
11K
$518K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-617- 1.58% |
$28.4K - $28.8K
|
38.3K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-830- 2.13% |
$38.3K - $38.8K
|
38.1K
$1.79M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-913Closed |
$42.1K - $42.7K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.21K- 2.87% |
$55.6K - $56.4K
|
40.8K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 2.74% |
$55.9K - $56.7K
|
43K
$2.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.24K- 50.74% |
$57.3K - $58.1K
|
1.21K
$56.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 23.33% |
$73K - $74.1K
|
5.21K
$244K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.84K- 27.38% |
$84.7K - $85.9K
|
4.87K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.33K- 9.19% |
$108K - $109K
|
23.1K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.63K- 1.0% |
$167K - $169K
|
358K
$16.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.83K- 5.76% |
$176K - $179K
|
62.6K
$2.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.01K- 35.19% |
$185K - $187K
|
7.38K
$346K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.75KClosed |
$265K - $269K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-6.15K- 15.8% |
$283K - $287K
|
32.8K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.92K- 7.65% |
$319K - $323K
|
83.4K
$3.91M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.11K- 13.3% |
$328K - $332K
|
46.4K
$2.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11.3K- 50.0% |
$522K - $529K
|
11.3K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-12.5K- 8.88% |
$578K - $586K
|
129K
$6.03M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-14K- 17.53% |
$644K - $653K
|
65.8K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18.4K- 19.72% |
$847K - $859K
|
74.8K
$3.51M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.5K- 66.39% |
$855K - $867K
|
9.39K
$440K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-26.1K- 2.15% |
$1.2M - $1.22M
|
1.18M
$55.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-46.5K- 21.5% |
$2.14M - $2.17M
|
170K
$7.96M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49K- 63.74% |
$2.26M - $2.29M
|
27.9K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-66.8K- 26.73% |
$3.08M - $3.12M
|
183K
$8.58M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-72.4K- 91.85% |
$3.34M - $3.38M
|
6.43K
$301K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-80.9K- 78.49% |
$3.73M - $3.78M
|
22.2K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-189K- 35.69% |
$8.71M - $8.84M
|
341K
$16M
|