Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q1 2024. 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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
976K+ 161.92% |
$45.6M - $46M
|
1.58M
$74.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
684K+ 155.48% |
$32M - $32.3M
|
1.12M
$53.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
642K+ 68.64% |
$30M - $30.3M
|
1.58M
$74.6M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
597K+ 281.49% |
$27.9M - $28.2M
|
809K
$38.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
501K+ 39.55% |
$23.5M - $23.7M
|
1.77M
$83.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
339K+ 47.1% |
$15.8M - $16M
|
1.06M
$50.1M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
270K+ 42.68% |
$12.6M - $12.8M
|
904K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
209K+ 10.26% |
$9.78M - $9.86M
|
2.25M
$106M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
183K+ 1485.15% |
$8.55M - $8.63M
|
195K
$9.24M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
155K+ 24.1% |
$7.27M - $7.33M
|
800K
$37.9M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
150K+ 63.23% |
$7M - $7.06M
|
386K
$18.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
129K+ 30.49% |
$6.02M - $6.07M
|
550K
$26.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
116K+ 22.81% |
$5.42M - $5.47M
|
624K
$29.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
109KNew |
$5.09M - $5.14M
|
109K
$5.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
96.4K+ 10.47% |
$4.51M - $4.55M
|
1.02M
$48.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.1K+ 12.58% |
$4.45M - $4.49M
|
851K
$40.3M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
92K+ 64.0% |
$4.3M - $4.34M
|
236K
$11.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
85.1K+ 48.98% |
$3.98M - $4.02M
|
259K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
84.8KNew |
$3.97M - $4M
|
84.8K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
82.9K+ 106.87% |
$3.88M - $3.91M
|
160K
$7.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
72.4K+ 41.64% |
$3.39M - $3.42M
|
246K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
66.8KNew |
$3.12M - $3.15M
|
66.8K
$3.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
62.1K+ 8.36% |
$2.91M - $2.93M
|
805K
$38.1M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
57.6KNew |
$2.69M - $2.72M
|
57.6K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
55KNew |
$2.57M - $2.6M
|
55K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55K+ 68.98% |
$2.57M - $2.59M
|
135K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
44.7K+ 415.89% |
$2.09M - $2.11M
|
55.5K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
42.4K+ 15.43% |
$1.98M - $2M
|
317K
$15M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
41.7K+ 14.04% |
$1.95M - $1.97M
|
338K
$16M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
40.8K+ 65.1% |
$1.91M - $1.92M
|
103K
$4.89M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37.3K+ 31.56% |
$1.74M - $1.76M
|
155K
$7.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
36.9K+ 20.61% |
$1.73M - $1.74M
|
216K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
36.1K+ 14.66% |
$1.69M - $1.7M
|
282K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.3K+ 100.22% |
$1.65M - $1.67M
|
70.6K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$1.61M - $1.63M
|
34.4K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.8K+ 284.96% |
$1.54M - $1.55M
|
44.3K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.53M - $1.54M
|
32.7K
$1.55M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
31.6K+ 23.72% |
$1.48M - $1.49M
|
165K
$7.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28.4K+ 10.64% |
$1.33M - $1.34M
|
295K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
28.3K+ 21.02% |
$1.32M - $1.34M
|
163K
$7.71M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.8K+ 5.73% |
$1.3M - $1.31M
|
513K
$24.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.5KNew |
$1.05M - $1.06M
|
22.5K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
21.1K+ 72.14% |
$988K - $996K
|
50.4K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
21.1K+ 4.33% |
$985K - $994K
|
507K
$24M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 5.0% |
$920K - $928K
|
413K
$19.5M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.2K+ 134.64% |
$898K - $906K
|
33.5K
$1.58M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
18.6K+ 80.49% |
$868K - $876K
|
41.6K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
18.5K+ 8.21% |
$863K - $871K
|
243K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.7K+ 21.44% |
$827K - $835K
|
100K
$4.74M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
17K+ 105.34% |
$796K - $803K
|
33.2K
$1.57M
|