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 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 22.16% |
$191K - $193K
|
22.5K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.08K+ 1.26% |
$191K - $193K
|
327K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.85KNew |
$180K - $182K
|
3.85K
$181K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.56K+ 5.41% |
$167K - $168K
|
69.4K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.55K+ 1.58% |
$166K - $167K
|
229K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.35K+ 2.69% |
$157K - $158K
|
128K
$6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.35K+ 2.33% |
$157K - $158K
|
147K
$6.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.32K+ 150.61% |
$155K - $157K
|
5.52K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.24K+ 30.52% |
$152K - $153K
|
13.9K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.71K+ 9.87% |
$127K - $128K
|
30.1K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.7K+ 9.88% |
$126K - $127K
|
30K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.64K+ 17.87% |
$123K - $125K
|
17.4K
$817K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.6K+ 9.86% |
$122K - $123K
|
29K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.39K+ 6.1% |
$112K - $113K
|
41.6K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.35K+ 9.04% |
$110K - $111K
|
28.3K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.33K+ 31.15% |
$109K - $110K
|
9.81K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.29K+ 34.52% |
$107K - $108K
|
8.91K
$418K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.24K+ 25.96% |
$105K - $106K
|
10.9K
$510K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.08K+ 43.48% |
$97.4K - $98.3K
|
6.87K
$323K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.87K+ 17.95% |
$87.5K - $88.3K
|
12.3K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.52K+ 2.85% |
$71.1K - $71.7K
|
54.8K
$2.57M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.5KNew |
$70.4K - $71K
|
1.5K
$70.6K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 2.8% |
$66.7K - $67.3K
|
52.3K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.34K+ 0.51% |
$62.8K - $63.3K
|
267K
$12.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34KNew |
$62.5K - $63.1K
|
1.34K
$62.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.31K+ 5.43% |
$61.3K - $61.8K
|
25.4K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 3.11% |
$58.3K - $58.8K
|
41.3K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.12K+ 10.2% |
$52.5K - $53K
|
12.1K
$570K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
980+ 9.7% |
$45.8K - $46.2K
|
11.1K
$520K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
958+ 0.92% |
$44.8K - $45.2K
|
105K
$4.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
953+ 16.23% |
$44.6K - $45K
|
6.83K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
917+ 9.42% |
$42.9K - $43.3K
|
10.6K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
810+ 1.4% |
$37.9K - $38.2K
|
58.7K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
646New |
$30.2K - $30.5K
|
646
$30.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
590+ 2.58% |
$27.6K - $27.8K
|
23.5K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
497+ 4.03% |
$23.2K - $23.5K
|
12.8K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
474+ 7.44% |
$22.2K - $22.4K
|
6.84K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
423+ 0.29% |
$19.8K - $20K
|
144K
$6.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
414+ 5.89% |
$19.4K - $19.5K
|
7.44K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
401+ 2.95% |
$18.8K - $18.9K
|
14K
$657K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
284+ 2.4% |
$13.3K - $13.4K
|
12.1K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
149+ 2.58% |
$6.97K - $7.03K
|
5.92K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
86+ 0.39% |
$4.02K - $4.06K
|
22.1K
$1.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
55+ 0.17% |
$2.57K - $2.6K
|
32.8K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11New |
$515 - $519
|
11
$516
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10+ 0.13% |
$468 - $472
|
7.63K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.02% |
$327 - $330
|
28.8K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.53% |
$140 - $142
|
574
$26.9K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$46.8 - $47.2
|
1
$46.9
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2- -0.0% |
$93.6 - $94.4
|
54.8K
$2.57M
|