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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 65.72% |
$788K - $795K
|
42.5K
$1.99M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.6K+ 166.1% |
$776K - $783K
|
26.6K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$744K - $750K
|
15.9K
$746K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.8K+ 20.89% |
$741K - $748K
|
91.7K
$4.3M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3K+ 13.07% |
$715K - $722K
|
132K
$6.21M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
14.4K+ 121.43% |
$674K - $680K
|
26.3K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
13.8K+ 17.03% |
$648K - $653K
|
95.1K
$4.46M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
13.8K+ 24.16% |
$644K - $650K
|
70.8K
$3.32M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 27.47% |
$616K - $622K
|
61.1K
$2.87M
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.2K+ 6.28% |
$615K - $621K
|
223K
$10.4M
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13.1K+ 15.25% |
$611K - $616K
|
98.7K
$4.63M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13K+ 28.52% |
$607K - $612K
|
58.5K
$2.74M
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.8K+ 185.12% |
$600K - $605K
|
19.8K
$927K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 14.15% |
$556K - $561K
|
95.9K
$4.5M
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$548K - $553K
|
11.7K
$550K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 6.61% |
$547K - $551K
|
188K
$8.84M
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
11.6K+ 13.6% |
$544K - $549K
|
97.1K
$4.56M
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
11.5K+ 46.19% |
$538K - $543K
|
36.4K
$1.71M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 126.65% |
$528K - $532K
|
20.2K
$948K
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.8K+ 38.41% |
$505K - $510K
|
38.9K
$1.83M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.6KNew |
$498K - $502K
|
10.6K
$500K
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10.4KNew |
$485K - $489K
|
10.4K
$487K
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
10K+ 9.07% |
$468K - $472K
|
120K
$5.65M
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9.51K+ 7.75% |
$445K - $449K
|
132K
$6.2M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.32K+ 21.19% |
$436K - $440K
|
53.3K
$2.5M
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.93K+ 180.36% |
$418K - $421K
|
13.9K
$651K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.78K+ 10.2% |
$410K - $414K
|
94.8K
$4.45M
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.75K+ 2.03% |
$409K - $413K
|
440K
$20.6M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.67K+ 14.96% |
$405K - $409K
|
66.6K
$3.13M
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
8.02K+ 24.23% |
$375K - $378K
|
41.1K
$1.93M
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.67K+ 26.3% |
$359K - $362K
|
36.8K
$1.73M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.59K+ 9.43% |
$355K - $358K
|
88.1K
$4.13M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
7.52K+ 4.92% |
$352K - $355K
|
160K
$7.52M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.03K+ 50.43% |
$329K - $332K
|
21K
$984K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.86KNew |
$321K - $324K
|
6.86K
$322K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.85K+ 13.07% |
$320K - $323K
|
59.2K
$2.78M
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
6.42KNew |
$300K - $303K
|
6.42K
$301K
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6.34K+ 76.91% |
$297K - $299K
|
14.6K
$684K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.32K+ 52.23% |
$295K - $298K
|
18.4K
$864K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
6.18K+ 34.32% |
$289K - $292K
|
24.2K
$1.14M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.13K+ 55.85% |
$287K - $289K
|
17.1K
$803K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.95K+ 28.79% |
$278K - $281K
|
26.6K
$1.25M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.88K+ 32.06% |
$275K - $278K
|
24.2K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.87K+ 5.32% |
$275K - $277K
|
116K
$5.46M
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
5.83K+ 5.99% |
$273K - $275K
|
103K
$4.84M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.48K+ 14.59% |
$256K - $259K
|
43.1K
$2.02M
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5KNew |
$234K - $236K
|
5K
$235K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.84K+ 2.65% |
$227K - $229K
|
188K
$8.81M
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.65K+ 6.95% |
$218K - $220K
|
71.6K
$3.36M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$212K - $213K
|
4.52K
$212K
|