Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Short Durat (DFSD)

DFSD Quotes by TradingView

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 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
621
+ 1.1%
$28.7K - $29.1K
57.2K $2.68M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
480
+ 9.61%
$22.2K - $22.5K
5.48K $257K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
420
+ 0.79%
$19.4K - $19.7K
53.6K $2.52M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
399
+ 3.78%
$18.5K - $18.7K
10.9K $514K
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
351
+ 3.37%
$16.2K - $16.4K
10.8K $505K
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

BUY
 -
119
+ 2.37%
$5.51K - $5.57K
5.14K $241K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
103
+ 1.01%
$4.77K - $4.82K
10.3K $485K
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
100
+ 0.87%
$4.63K - $4.68K
11.6K $544K
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
97
+ 0.96%
$4.49K - $4.54K
10.2K $477K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
80
New
$3.7K - $3.75K
80 $3.75K
Jul 17, 2023 Q2 2023
Geometric Wealth Advisors

BUY
 -
40
+ 0.82%
$1.85K - $1.87K
4.91K $231K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
38
+ 0.16%
$1.76K - $1.78K
23.1K $1.08M
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
29
+ 0.34%
$1.34K - $1.36K
8.63K $405K
Oct 15, 2024 Q2 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
14
+ 0.08%
$648 - $656
17.9K $840K
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
13
+ 0.02%
$602 - $609
58.4K $2.74M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 14, 2023 Q2 2023
Five Oceans Advisors

SELL
 -
-16
- 0.04%
$740 - $749
35.7K $1.68M
Aug 09, 2023 Q2 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-20
- 0.3%
$926 - $937
6.74K $316K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-58
- 1.08%
$2.68K - $2.72K
5.29K $248K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
SELL
 -
-108
- 5.91%
$5K - $5.06K
1.72K $80.7K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-276
- 22.89%
$12.8K - $12.9K
930 $43.6K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-393
- 3.56%
$18.2K - $18.4K
10.6K $500K
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

SELL
 -
-414
- 1.84%
$19.2K - $19.4K
22.1K $1.04M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.03K
- 16.76%
$47.9K - $48.4K
5.13K $241K
Jul 14, 2023 Q2 2023
Applied Capital LLC

SELL
 -
-1.2K
- 3.14%
$55.7K - $56.4K
37.1K $1.74M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-1.35K
- 13.16%
$62.5K - $63.2K
8.91K $418K
Sep 26, 2023 Q2 2023
Decision Point Financial, LLC

Mesa, AZ
SELL
 -
-1.85K
- 53.6%
$85.4K - $86.4K
1.6K $74.9K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-2.19K
- 25.98%
$101K - $102K
6.23K $292K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-2.49K
- 32.67%
$115K - $117K
5.14K $241K
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

SELL
 -
-2.61K
- 35.39%
$121K - $122K
4.77K $224K
Jul 12, 2023 Q2 2023
Shira Ridge Wealth Management

Larkspur, CA
SELL
 -
-2.92K
- 4.44%
$135K - $137K
62.8K $2.95M
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
SELL
 -
-2.94K
- 25.66%
$136K - $138K
8.52K $400K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-3.07K
- 7.52%
$142K - $144K
37.8K $1.77M
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
SELL
 -
-4.42K
- 71.34%
$205K - $207K
1.78K $83.4K
Jul 12, 2023 Q2 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-6.09K
- 9.72%
$282K - $285K
56.5K $2.65M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.23K
- 24.29%
$288K - $292K
19.4K $911K
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-6.34K
- 54.23%
$293K - $297K
5.35K $251K
Nov 03, 2023 Q2 2023
Kooman & Associates

Altoona, PA
SELL
 -
-6.76K
- 4.82%
$313K - $316K
133K $6.26M
Jul 20, 2023 Q2 2023
Kooman & Associates

Altoona, PA
SELL
 -
-6.76K
- 4.82%
$313K - $316K
133K $6.26M
Aug 07, 2023 Q2 2023
Orion Capital Management LLC

SELL
 -
-9.36K
- 67.66%
$433K - $438K
4.47K $210K
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-10.8K
- 2.14%
$498K - $504K
492K $23.1M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-11.9K
- 22.51%
$553K - $560K
41.1K $1.93M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-31.5K
- 67.91%
$1.46M - $1.47M
14.9K $698K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-36.5K
- 68.01%
$1.69M - $1.71M
17.2K $805K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-41.3K
- 22.56%
$1.91M - $1.93M
142K $6.65M
Aug 15, 2023 Q2 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-45K
- 60.14%
$2.08M - $2.11M
29.8K $1.4M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-59.1K
- 11.12%
$2.73M - $2.77M
472K $22.2M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-63.6K
- 13.22%
$2.94M - $2.98M
418K $19.6M
Aug 03, 2023 Q2 2023
Tanager Wealth Management LLP

SELL
 -
-74.4K
- 43.82%
$3.44M - $3.48M
95.4K $4.48M

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