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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$234 - $236
|
9.52K
$447K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-12- 0.25% |
$561 - $566
|
4.87K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32- 0.07% |
$1.5K - $1.51K
|
47.5K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-56- 0.14% |
$2.62K - $2.64K
|
41.3K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-105- 3.44% |
$4.91K - $4.95K
|
2.94K
$138K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-156- 41.94% |
$7.3K - $7.36K
|
216
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-158- 2.98% |
$7.39K - $7.46K
|
5.15K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-200- 3.68% |
$9.36K - $9.44K
|
5.24K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-217- 4.99% |
$10.2K - $10.2K
|
4.13K
$194K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-365- 6.05% |
$17.1K - $17.2K
|
5.67K
$266K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-406- 7.38% |
$19K - $19.2K
|
5.1K
$239K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-481- 7.96% |
$22.5K - $22.7K
|
5.56K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-531- 3.67% |
$24.8K - $25.1K
|
13.9K
$654K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-802- 10.25% |
$37.5K - $37.8K
|
7.02K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-805- 1.54% |
$37.7K - $38K
|
51.3K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.01K- 9.57% |
$47.3K - $47.8K
|
9.56K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.14K- 1.0% |
$53.3K - $53.8K
|
113K
$5.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.21K- 54.65% |
$56.7K - $57.1K
|
1.01K
$47.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 67.93% |
$57.2K - $57.7K
|
577
$27.1K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.4K- 6.7% |
$65.4K - $66K
|
19.5K
$914K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-1.64K- 4.61% |
$76.8K - $77.5K
|
34K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 1.25% |
$84.5K - $85.2K
|
143K
$6.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.19K- 13.63% |
$102K - $103K
|
13.9K
$650K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 2.05% |
$107K - $108K
|
109K
$5.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.83K- 5.74% |
$133K - $134K
|
46.5K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.3K- 37.3% |
$154K - $156K
|
5.54K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.36K- 2.7% |
$157K - $159K
|
121K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-3.55K- 1.68% |
$166K - $168K
|
208K
$9.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.23K- 12.96% |
$244K - $247K
|
35.1K
$1.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-5.3K- 38.3% |
$248K - $250K
|
8.55K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.4K- 3.99% |
$299K - $302K
|
154K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.18K- 18.97% |
$336K - $339K
|
30.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.13K- 49.15% |
$427K - $431K
|
9.45K
$443K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.22K- 3.85% |
$431K - $435K
|
230K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-11K- 62.67% |
$515K - $519K
|
6.56K
$308K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13K- 33.78% |
$607K - $613K
|
25.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.9K- 21.1% |
$791K - $798K
|
63.2K
$2.97M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-18.1K- 61.35% |
$845K - $853K
|
11.4K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 33.12% |
$949K - $958K
|
41K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.9K- 3.33% |
$1.3M - $1.32M
|
810K
$38M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 32.34% |
$1.32M - $1.34M
|
59.2K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28.6K- 6.92% |
$1.34M - $1.35M
|
384K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.3K- 75.73% |
$1.56M - $1.57M
|
10.7K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-50.2K- 2.52% |
$2.35M - $2.37M
|
1.95M
$91.3M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-103K- 20.59% |
$4.82M - $4.87M
|
398K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 44.64% |
$6.17M - $6.22M
|
164K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-171K- 97.16% |
$8M - $8.07M
|
5K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-203K- 88.77% |
$9.51M - $9.59M
|
25.7K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-326K- 59.01% |
$15.3M - $15.4M
|
227K
$10.6M
|