Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
1.92M+ 3943.48% |
$89.7M - $90.7M
|
1.97M
$93.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
552K+ 68.21% |
$25.8M - $26M
|
1.36M
$64.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
532KNew |
$24.8M - $25.1M
|
532K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
501K+ 31.79% |
$23.4M - $23.6M
|
2.08M
$98.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
408K+ 23.09% |
$19.1M - $19.3M
|
2.18M
$103M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
283K+ 31.31% |
$13.2M - $13.3M
|
1.19M
$56.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
236K+ 29.29% |
$11M - $11.1M
|
1.04M
$49.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
231K+ 101.7% |
$10.8M - $10.9M
|
457K
$21.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 18.52% |
$9.14M - $9.24M
|
1.25M
$59.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
168K+ 315.55% |
$7.84M - $7.93M
|
221K
$10.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
168K+ 62.94% |
$7.83M - $7.92M
|
435K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
157K+ 1133.2% |
$7.33M - $7.42M
|
171K
$8.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
157K+ 19.6% |
$7.32M - $7.4M
|
957K
$45.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
139K+ 36.1% |
$6.5M - $6.57M
|
526K
$24.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
130K+ 55.3% |
$6.08M - $6.15M
|
366K
$17.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125K+ 5.57% |
$5.84M - $5.9M
|
2.37M
$112M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
119K+ 45.94% |
$5.55M - $5.61M
|
378K
$17.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
112K+ 20.33% |
$5.22M - $5.28M
|
662K
$31.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
102KNew |
$4.76M - $4.81M
|
102K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
95.6K+ 38.84% |
$4.46M - $4.51M
|
342K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.4K+ 55.28% |
$4.22M - $4.26M
|
254K
$12M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
84.1K+ 43.11% |
$3.92M - $3.97M
|
279K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
82KNew |
$3.82M - $3.87M
|
82K
$3.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
78.8K+ 58.54% |
$3.68M - $3.72M
|
214K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
77.3K+ 9.55% |
$3.6M - $3.64M
|
886K
$41.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.9K+ 75.05% |
$3.36M - $3.39M
|
168K
$7.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64.8K+ 41.68% |
$3.02M - $3.05M
|
220K
$10.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
62.6K+ 6.16% |
$2.92M - $2.95M
|
1.08M
$51.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.85M - $2.88M
|
61.2K
$2.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
54K+ 2.78% |
$2.52M - $2.55M
|
2M
$94.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
53.4KNew |
$2.49M - $2.52M
|
53.4K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
53.3K+ 8.54% |
$2.49M - $2.52M
|
678K
$32.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
52.9K+ 91.94% |
$2.47M - $2.5M
|
111K
$5.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
52.1K+ 42.95% |
$2.43M - $2.45M
|
173K
$8.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
45.1K+ 7818.89% |
$2.1M - $2.13M
|
45.7K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
43.7K+ 19.66% |
$2.04M - $2.06M
|
266K
$12.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
42.8K+ 19.84% |
$2M - $2.02M
|
259K
$12.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
41.2K+ 8.13% |
$1.92M - $1.94M
|
548K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.1K+ 385.46% |
$1.92M - $1.94M
|
51.8K
$2.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40.9K+ 17.76% |
$1.91M - $1.93M
|
271K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
39.2K+ 37.33% |
$1.83M - $1.85M
|
144K
$6.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38.9KNew |
$1.82M - $1.84M
|
38.9K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
34K+ 10.03% |
$1.58M - $1.6M
|
372K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
33.5K+ 127.66% |
$1.56M - $1.58M
|
59.8K
$2.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.1K+ 67.66% |
$1.5M - $1.51M
|
79.6K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
31.2K+ 19.45% |
$1.45M - $1.47M
|
192K
$9.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.8K+ 16.34% |
$1.44M - $1.45M
|
219K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.1K+ 52.39% |
$1.36M - $1.37M
|
84.5K
$4M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
29K+ 87.51% |
$1.35M - $1.37M
|
62.2K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.3K+ 47.8% |
$1.32M - $1.33M
|
87.5K
$4.14M
|