Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1.31MNew |
$60.6M - $62.7M
|
1.31M
$62.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
670K+ 808.22% |
$31M - $32M
|
753K
$35.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
448KNew |
$20.7M - $21.4M
|
448K
$21.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
356KNew |
$16.5M - $17M
|
356K
$16.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
224K+ 1098.4% |
$10.3M - $10.7M
|
244K
$11.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
130K+ 29.54% |
$6.02M - $6.23M
|
572K
$27.1M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
123KNew |
$5.68M - $5.87M
|
123K
$5.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
110K+ 245.64% |
$5.07M - $5.25M
|
154K
$7.31M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.3K+ 50.6% |
$3.94M - $4.08M
|
254K
$12M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
82.2KNew |
$3.8M - $3.93M
|
82.2K
$3.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
68.4KNew |
$3.16M - $3.27M
|
68.4K
$3.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
46.5KNew |
$2.15M - $2.23M
|
46.5K
$2.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
42.5KNew |
$1.96M - $2.03M
|
42.5K
$2.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37.5KNew |
$1.73M - $1.79M
|
37.5K
$1.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.4K+ 93.48% |
$1.68M - $1.74M
|
75.3K
$3.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
30.3KNew |
$1.4M - $1.45M
|
30.3K
$1.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28.6KNew |
$1.32M - $1.37M
|
28.6K
$1.35M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25.6KNew |
$1.18M - $1.23M
|
25.6K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.5K+ 183.32% |
$1.18M - $1.22M
|
39.4K
$1.87M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
24.6KNew |
$1.14M - $1.17M
|
24.6K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.1KNew |
$1.11M - $1.15M
|
24.1K
$1.14M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
18.2KNew |
$842K - $871K
|
18.2K
$862K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17.9KNew |
$827K - $855K
|
17.9K
$847K
|
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
17.2KNew |
$796K - $823K
|
17.2K
$815K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
16.8KNew |
$776K - $803K
|
16.8K
$795K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.7KNew |
$771K - $797K
|
16.7K
$789K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 42.15% |
$715K - $740K
|
52.2K
$2.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.2K+ 14.9% |
$700K - $725K
|
117K
$5.53M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
15KNew |
$695K - $719K
|
15K
$712K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
13.1KNew |
$604K - $625K
|
13.1K
$618K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.1KNew |
$558K - $577K
|
12.1K
$571K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$548K - $567K
|
11.9K
$561K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.96KNew |
$460K - $476K
|
9.96K
$472K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.6KNew |
$397K - $411K
|
8.6K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.26KNew |
$382K - $395K
|
8.26K
$391K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.2K+ 28.6% |
$379K - $392K
|
36.9K
$1.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.15K+ 2.55% |
$377K - $390K
|
328K
$15.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.03KNew |
$371K - $384K
|
8.03K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.42KNew |
$343K - $355K
|
7.42K
$351K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.41KNew |
$343K - $355K
|
7.41K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.93KNew |
$320K - $331K
|
6.93K
$328K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.39K+ 595.07% |
$295K - $306K
|
7.47K
$353K
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
6.17KNew |
$285K - $295K
|
6.17K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.86KNew |
$271K - $280K
|
5.86K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.6KNew |
$259K - $268K
|
5.6K
$265K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
5.36K+ 22.03% |
$248K - $256K
|
29.7K
$1.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.15KNew |
$238K - $246K
|
5.15K
$244K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
5.07KNew |
$234K - $242K
|
5.07K
$240K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.58KNew |
$212K - $219K
|
4.58K
$217K
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.34KNew |
$200K - $207K
|
4.34K
$205K
|