Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.57M+ 76989.14% |
$72.5M - $73.4M
|
1.57M
$74.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
515KNew |
$23.8M - $24.1M
|
515K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
205K+ 134.23% |
$9.48M - $9.59M
|
357K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
172K+ 51.29% |
$7.98M - $8.08M
|
509K
$24.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98.8K+ 40.55% |
$4.57M - $4.63M
|
343K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
90.5K+ 492.83% |
$4.19M - $4.24M
|
109K
$5.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
88.8K+ 20.3% |
$4.11M - $4.16M
|
526K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
72.2K+ 27.12% |
$3.34M - $3.38M
|
339K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
69.5K+ 23.07% |
$3.22M - $3.25M
|
371K
$17.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
62K+ 24.67% |
$2.87M - $2.9M
|
313K
$14.8M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
59.9K+ 850.28% |
$2.77M - $2.8M
|
66.9K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
59KNew |
$2.73M - $2.76M
|
59K
$2.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
58.4KNew |
$2.7M - $2.74M
|
58.4K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 143.73% |
$2.61M - $2.65M
|
95.8K
$4.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.5K+ 14.28% |
$2.57M - $2.6M
|
444K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49K+ 175.79% |
$2.27M - $2.3M
|
76.9K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
47.9K+ 55.55% |
$2.22M - $2.24M
|
134K
$6.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
38.9KNew |
$1.8M - $1.82M
|
38.9K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.5K+ 79.68% |
$1.78M - $1.8M
|
86.8K
$4.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38.5K+ 14.63% |
$1.78M - $1.8M
|
301K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
36.1K+ 16.76% |
$1.67M - $1.69M
|
252K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.9K+ 22.56% |
$1.52M - $1.54M
|
179K
$8.47M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
32.1K+ 94.85% |
$1.49M - $1.5M
|
66K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
31.5K+ 6.46% |
$1.46M - $1.48M
|
519K
$24.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
31.1K+ 5.66% |
$1.44M - $1.46M
|
581K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
26.4KNew |
$1.22M - $1.24M
|
26.4K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25.7K+ 53.45% |
$1.19M - $1.21M
|
73.9K
$3.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.5K+ 56.81% |
$1.13M - $1.15M
|
67.5K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
23.9K+ 7.79% |
$1.11M - $1.12M
|
331K
$15.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.8K+ 82.35% |
$1.06M - $1.07M
|
50.6K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22.8K+ 43.56% |
$1.06M - $1.07M
|
75.2K
$3.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
22K+ 26.92% |
$1.02M - $1.03M
|
104K
$4.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.5K+ 29.4% |
$948K - $959K
|
90.1K
$4.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.3K+ 38.66% |
$940K - $951K
|
72.9K
$3.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
19.2K+ 75.03% |
$889K - $900K
|
44.8K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
18.3K+ 37.76% |
$847K - $857K
|
66.8K
$3.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
18.1K+ 10.35% |
$836K - $846K
|
193K
$9.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
18K+ 165.48% |
$834K - $844K
|
28.9K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16.6K+ 20.12% |
$766K - $775K
|
98.8K
$4.68M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 172.84% |
$751K - $760K
|
25.6K
$1.21M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 172.84% |
$751K - $760K
|
25.6K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.6KNew |
$720K - $729K
|
15.6K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5K+ 103.33% |
$717K - $726K
|
30.5K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15.4K+ 133.42% |
$711K - $720K
|
26.9K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15.3K+ 8.41% |
$707K - $716K
|
197K
$9.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
14.8KNew |
$685K - $693K
|
14.8K
$701K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$673K - $681K
|
14.5K
$689K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 88.46% |
$637K - $645K
|
29.3K
$1.39M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.1K+ 15.88% |
$607K - $614K
|
95.6K
$4.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.9K+ 37.22% |
$596K - $603K
|
47.5K
$2.25M
|