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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 56.05% |
$572K - $579K
|
34.4K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11.8K+ 3.69% |
$547K - $554K
|
332K
$15.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
10.3K+ 4.48% |
$475K - $480K
|
239K
$11.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
9.2K+ 8.24% |
$426K - $431K
|
121K
$5.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8.94K+ 6.94% |
$414K - $419K
|
138K
$6.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.9K+ 64.78% |
$412K - $417K
|
22.7K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.84K+ 137.57% |
$409K - $414K
|
15.3K
$716K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
8.51K+ 14.37% |
$394K - $398K
|
67.7K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.22KNew |
$380K - $385K
|
8.22K
$386K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.03KNew |
$371K - $376K
|
8.03K
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.04K+ 17.25% |
$326K - $330K
|
47.9K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.96K+ 8.34% |
$322K - $326K
|
90.4K
$4.24M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.68KNew |
$309K - $313K
|
6.68K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
6.4KNew |
$296K - $299K
|
6.4K
$300K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.33K+ 18.35% |
$293K - $296K
|
40.8K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.18K+ 13.87% |
$286K - $289K
|
50.7K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.45K+ 929.18% |
$252K - $255K
|
6.03K
$283K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.25KNew |
$243K - $246K
|
5.25K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.22K+ 7.71% |
$242K - $245K
|
73K
$3.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.17K+ 7.47% |
$239K - $242K
|
74.3K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.8KNew |
$222K - $225K
|
4.8K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.69K+ 76.1% |
$217K - $219K
|
10.8K
$509K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4.55KNew |
$210K - $213K
|
4.55K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.37KNew |
$202K - $205K
|
4.37K
$205K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.34KNew |
$201K - $203K
|
4.34K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.23K+ 8.45% |
$149K - $151K
|
41.4K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.08K+ 19.99% |
$143K - $144K
|
18.5K
$868K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07KNew |
$142K - $144K
|
3.07K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.02K+ 38.14% |
$140K - $141K
|
10.9K
$513K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.95K+ 7.75% |
$137K - $138K
|
41.1K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.89K+ 7.25% |
$134K - $136K
|
42.8K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.74K+ 8.58% |
$127K - $128K
|
34.7K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.45K+ 12.46% |
$113K - $115K
|
22.1K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.38K+ 47.99% |
$110K - $112K
|
7.34K
$345K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.14K+ 9.94% |
$99.1K - $100K
|
23.7K
$1.11M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 17.48% |
$88.4K - $89.5K
|
12.8K
$603K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.68K+ 4.35% |
$77.5K - $78.4K
|
40.2K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.57KNew |
$72.4K - $73.3K
|
1.57K
$73.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 1.3% |
$71.4K - $72.2K
|
120K
$5.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.52K+ 1.02% |
$70.4K - $71.3K
|
151K
$7.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.46K+ 16.46% |
$67.7K - $68.5K
|
10.4K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.19K+ 0.92% |
$55K - $55.7K
|
130K
$6.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.13K+ 8.22% |
$52.4K - $53K
|
14.9K
$699K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
903+ 15.4% |
$41.8K - $42.3K
|
6.77K
$318K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
888+ 5.91% |
$41.1K - $41.6K
|
15.9K
$747K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
778New |
$36K - $36.4K
|
778
$36.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
755+ 14.97% |
$34.9K - $35.4K
|
5.8K
$272K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
740New |
$34.2K - $34.7K
|
740
$34.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
709+ 3.2% |
$32.8K - $33.2K
|
22.9K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
687+ 6.52% |
$31.8K - $32.2K
|
11.2K
$527K
|