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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
27.5K+ 30.0% |
$1.28M - $1.3M
|
119K
$5.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.1K+ 16.66% |
$1.27M - $1.28M
|
190K
$8.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9K+ 128.56% |
$1.26M - $1.27M
|
47.9K
$2.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.8K+ 6.5% |
$1.25M - $1.26M
|
440K
$20.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
26.3K+ 24.11% |
$1.23M - $1.24M
|
136K
$6.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.5K+ 34.65% |
$1.14M - $1.15M
|
95K
$4.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
24.3K+ 8.62% |
$1.13M - $1.15M
|
306K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24KNew |
$1.12M - $1.13M
|
24K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.6K+ 279.84% |
$1.1M - $1.11M
|
32K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.4KNew |
$1.09M - $1.1M
|
23.4K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 23.09% |
$1.08M - $1.09M
|
123K
$5.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23.1K+ 7.83% |
$1.08M - $1.09M
|
318K
$14.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23.1K+ 23.44% |
$1.08M - $1.09M
|
122K
$5.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.2K+ 66.26% |
$1.03M - $1.05M
|
55.6K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21.9K+ 6.69% |
$1.02M - $1.03M
|
349K
$16.4M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
21.3K+ 425.7% |
$993K - $1M
|
26.3K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19.8K+ 56.32% |
$922K - $932K
|
54.9K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.3KNew |
$901K - $911K
|
19.3K
$907K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
18.9K+ 18.27% |
$879K - $889K
|
122K
$5.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 44.13% |
$874K - $883K
|
61.2K
$2.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
18.6K+ 50.99% |
$866K - $875K
|
55K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.4KNew |
$856K - $865K
|
18.4K
$861K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.1K+ 13.7% |
$845K - $854K
|
150K
$7.05M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
16.8K+ 23.79% |
$785K - $794K
|
87.6K
$4.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
16.8K+ 143.12% |
$782K - $791K
|
28.5K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
16.2K+ 6.67% |
$757K - $765K
|
259K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.1K+ 5.08% |
$751K - $760K
|
333K
$15.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
16.1K+ 7.74% |
$750K - $758K
|
224K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 0.98% |
$722K - $730K
|
1.59M
$74.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.3KNew |
$714K - $722K
|
15.3K
$719K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.2K+ 16.0% |
$710K - $717K
|
110K
$5.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.2KNew |
$707K - $715K
|
15.2K
$711K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
15K+ 14.5% |
$699K - $707K
|
118K
$5.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.8KNew |
$689K - $697K
|
14.8K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.9KNew |
$648K - $656K
|
13.9K
$653K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
13.8K+ 33.53% |
$643K - $650K
|
54.9K
$2.58M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13.5K+ 8.22% |
$632K - $639K
|
178K
$8.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 31.44% |
$631K - $638K
|
56.6K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13.5K+ 36.75% |
$631K - $638K
|
50.4K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.4KNew |
$627K - $634K
|
13.4K
$631K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 1.57% |
$624K - $631K
|
864K
$40.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13K+ 89.47% |
$608K - $615K
|
27.6K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
12.8K+ 13.19% |
$597K - $604K
|
110K
$5.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3K+ 29.9% |
$571K - $578K
|
53.2K
$2.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.2K+ 221.7% |
$571K - $577K
|
17.8K
$834K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 6.51% |
$570K - $576K
|
200K
$9.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12KNew |
$560K - $566K
|
12K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11K+ 21.79% |
$512K - $518K
|
61.4K
$2.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
10.6K+ 19.29% |
$495K - $500K
|
65.6K
$3.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$489K - $494K
|
10.5K
$492K
|